Bridging the gap between Generations

Serving our clients in Tax ● Estate and Succession Planning ● Elder Law and
Special Needs Planning ● Business Agreements and Transactions

Our Team

  • Neil D. KatzManaging Partner
  • Kim M. SmithPartner
  • Lara R. ChwatPartner
  • Alyssa WanserAssociate
  • Varun KathaitAssociate
  • Elyssa D. KaplanLaw Clerk

Meet Our Firm

Katz, Smith & Chwat, PC is a firm forged out of years of experience and commitment to high standards of client service and professional excellence. The firm’s partners joined together to bring their experience to a firm that can provide a comprehensive package of services to clients to protect their legacy and plan for their future, the future of their families and their businesses.

We represent individuals and small, closely-held and family-owned businesses who are seeking sound legal advice from attorneys who can guide them through sensitive legal issues relating to tax, business transactions, estate and succession planning, elder law (including special needs planning, Medicaid, and guardianships), or probate and trust administration.

We pride ourselves on providing practical, hands-on, personalized advice to our clients and educating them about their legal needs to help them to reach their business and personal goals.

If you are:

  • An individual or business taxpayer who is under audit by the IRS or NYS/NYC Tax Department, or owes taxes for previous years
  • An individual or business looking for tax advice on a particular transaction
  • Someone interested in developing an estate plan to preserve your legacy and protect your family’s future
  • A child struggling with an elderly parent’s financial, legal or long-term care issues
  • A parent anxious about the future care of your special needs child
  • A business owner concerned about a smooth transition to the next generation of owners
  • A family member of a deceased loved one seeking to understand what is needed to administer an estate
  • An executor of an estate or a trustee of a trust overwhelmed with your fiduciary responsibilities
  • An individual or group wishing to form a new business, seeking to acquire, merge or sell a business, or needing business agreements or business tax planning

We can help.

Our Team

Neil D. Katz

Managing Partner
Neil D. Katz img

Neil D. Katz is the Managing Partner of Katz, Smith & Chwat, PC. A respected member of the legal profession, he is responsible for the administration of the firm’s overall practice. In addition, he serves as KBC’s lead attorney for all tax matters, corporate and tax planning and business sales and acquisitions. He also lends his assistance in many sophisticated estate planning matters.

Neil specializes in federal and state income tax issues, as well as in matters relating to corporate, partnership, estate and gift taxation.

Kim M. Smith

Partner
Kim M. Smith img

Kim M. Smith is a partner at Katz, Smith & Chwat, P.C., handling matters in elder law and estate planning, estate and trust administration, Medicaid planning and applications, guardianships and special needs planning. Kim’s goal is to provide clients with practical, down to earth advice and tools that they need to plan for their future or deal with a present need for care – whether for themselves or for their loved ones.

Lara R. Chwat

Partner
Lara R. Chwat img

Lara R. Chwat is a Partner of Katz, Smith & Chwat, PC. Her areas of practice include Federal and State tax matters, Business Transactions and Estate Administration.

Lara guides clients facing Federal, New York State and New York City tax audits through the often confusing and nerve-wracking audit process. If the client’s tax issue is not resolved at audit, Lara represents her clients before the Appeals Office of the Internal Revenue Service, the New York State Bureau of Conciliation and Mediation Services (BCMS), or, when necessary, in Federal Tax Court or at the…

Alyssa Wanser

Associate

Alyssa Wanser is an Associate at Katz, Smith & Chwat practicing predominantly in the areas of trusts and estates and corporate law. Alyssa worked with Neil Katz and Lara Chwat at Katz, Bernstein & Katz before joining them at the new firm. She works with the firm’s partners helping clients with their estate planning documents and estate administration matters, as well as aiding with corporate documents for the firm’s business clients.

Varun Kathait

Associate

Varun Kathait is an associate with Katz, Smith & Chwat P.C., handling all stages of Federal and State criminal and civil tax matters. He counsels clients on audits, tax controversies, penalty issues, and foreign and domestic voluntary disclosures. He also assists in advising clients about the tax consequences of corporate, partnership, estate and gift taxation matters.

Elyssa D. Kaplan

Law Clerk

Elyssa D. Kaplan is a law clerk at Katz, Smith & Chwat, P.C., where she assists with the firm’s elder law, estate planning and administration matters including the administration of estates of various sizes as well as estate planning with an emphasis on asset protection strategies for Medicaid purposes. She sat for the July 2017 bar exam and is currently awaiting admission to the New York bar.

Blog

When considering your Estate Plan, you are making decisions regarding how you would like for your property to be disposed of after your passing. Of course, this includes items such as your home, car, jewelry,...

As enacted by the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 and made a permanent part of the Internal Revenue Code by the American Taxpayer Relief Act of 2012, “Portability” allows...

Unlike Medicaid benefits for Nursing Home care, there is NO look-back period for Medicaid Home Care benefits. This means that an individual can transfer assets one month and be eligible for Medicaid benefits the next...

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