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Our partners and long-time support staff continue our
long-standing practice of giving each client personal attention.

Westchester & Putnam County Estate Planning Lawyer

The Westchester & Putnam County estate planning lawyers of Meyer & Spencer, PC provide personalized, attentive, and astute legal services throughout New York.

Family dynamics can change quickly, affected by marriage, divorce, children, health, relocation, business decisions, and so on. When they do, it is important to make sure you remain prepared for the future transfer of your property and assets. To preserve your wealth to the greatest extent possible, it is necessary to work with an experienced lawyer who will understand your situation, your objectives, and who will keep you and your family financially secure in the face of change. At Meyer & Spencer, PC, we help clients implement strategies to address all life may hold in store. Since 1993, our attorneys have counseled clients in the Westchester and Putnam areas in a range of legal matters that include estate planning and trusts, elder law, Medicaid planning, real estate transactions, probate and estate administration, guardianships, and more.

Because every family is different, it takes detailed planning to accomplish your goals. Our law office can guide you effectively in making the right arrangements for your unique situation. As a boutique law firm with a focused practice in elder law, trusts and estates, and real estate transactions, we have an in-depth understanding of these areas, so you can be confident you’re getting the full picture when it comes to choosing the best instruments for protecting and transferring your assets. From simple wills for newlyweds and young families to revocable living trusts for those seeking to avoid probate, our attorneys provide advice tailored to your circumstances. In some cases, we recommend more complex trusts, including life insurance trusts, irrevocable trusts, and credit shelter trusts. Our Westchester & Putnam County estate planning lawyers have the knowledge and experience to choose and set up these trusts properly.

Our real estate practice is divided into two areas. We represent banks and institutional lenders at closings, and we represent individuals and entities in commercial and residential real estate transactions. Our experience includes homes, condominiums, planned unit developments, and cooperative apartments. Alongside our real estate practice, we also provide legal counsel to business clients involving LLC formation, incorporation, shareholder agreements, member agreements, buy-sell agreements, commercial leases, real estate purchase and sale transactions, on-going business dealings, and dissolution.

Since our inception, Meyer & Spencer, PC has been committed to giving each client personal attention. In addition to excellent service, our lawyers and long-time support staff bring more than 50 years of combined experience to our clients. With attentive representation and proven skill in our practice areas, we provide meaningful legal advice and counsel that makes a difference in our clients’ lives and in the lives of the loved ones they leave behind. To schedule a consultation with one of our Westchester & Putnam County estate planning lawyers, please call (941)741-2288 today, or request an appointment online. All of our legal services are available in Westchester, Putnam, Rockland, Orange, Dutchess, Bronx, and New York counties. We look forward to hearing from you!

Client Testimonials

“I recently had the pleasure of working with Attorney James T. Meyer to complete my Power of Attorney paperwork. I was completely satisfied with the level of professionalism he displayed throughout the entire process. He demonstrated a deep understanding of…” Read More

— Gee

“I was referred to Jim Meyer regarding a surrogate matter. After our initial meeting, I knew I was in great hands. He’s professional and calmness put me at ease that he’d be the attorney that would help resolve my family…” Read More

— Gail D.

“Totally professional! Also a pleasure to work with and an excellent end result. Would highly recommend! A+” Read More

— Molly C.

“Jim, Lisa and the rest of the staff are kind, patient and were instrumental in helping with my situation.” Read More

— Janine R.

“Matt was highly recommended by a family friend and I am glad we reached out. He is reliable, responsive, professional and cares about his clients. Matt advised us on a lease agreement and guided us through every step. It was…” Read More

— Ona P.

“Matt and his team were remarkable in handling our family’s estate. Their planning allowed for a diligent process. They addressed all concerns with clarity that gave us peace of mind throughout.” Read More

— Christian K.

“As a local real estate professional, I have been referring Meyer and Spencer, PC for several years to assist my clients with their real estate needs. Their team, including Matt, Jim, Lisa, and Michelle, are attentive and detail-oriented and consistently…” Read More

— Lee K.

“Dear Mr. Meyer (Jim), I want to thank you for your time and legal services provided to me at the office of Senior Resources. I have been living in my home for 51 years, and am a widow for 23…” Read More

— KK

“Dear Matthew, We cannot begin to express how thankful we are for all your hard work and long hours.” Read More

— J and P

“Dear Matt, I just wanted to drop you a note to thank you again for your assistance... I really appreciate your held, advice and guidance. Everything worked out just as you said it would.” Read More

— LC

“Jim, Thank you very much for a great job.” Read More

— RP

“Dear Jim and Matt, Thanks so much for coming by today. The discussion was lively & informative. I look forward to working with you in the near future & I especially look forward to providing excellent assisted living services to…” Read More

— PM

“Dear Jim, Thanks for all your efforts.” Read More

— GM and RM

“Dear Matthew, It is with great pleasure and satisfaction that I write this short letter. Both my wife and I were extremely pleased with the professional manner in which you handled our Wills. Needless to say, you will have our…” Read More

— LB

“Dear Jim, Thank you for working with me and my sister regarding my dad, CJ... I hope you and your family are well as we all are and I look forward to meeting with you soon to work on our…” Read More

— BD

“Dear Mr. Spencer, I know this is kind of cheesy but I just wanted to let you know that I appreciate your kindness to me. I know it is your job to help me but I still appreciate it any…” Read More

— JH

“Dear Matt, Thank you for hanging in there with us. It was a pleasure to work with you and we look forward to wording with you in the years to come!” Read More

— S & S

“Jim, Just wanted to say thank you. THANK YOU VERY MUCH.” Read More

— RP

“Dear Jim, I want to thank you for taking the time to explain the options available. You could not know this, but the subject of our brother has been a painful one and a large worry for my father. Your…” Read More

— LB

“Happy New Year! Thank you for your hard devoted work. We received the final bit on Christmas day! What a lovely Christmas present!! We are very happy. Hope you will have a great year. Wish you all the best.” Read More

— P and Family

“To Jim, Your kindness added a bright spot of sunshine to my day. Maybe even my year. Thank you for your integrity and knowledge.” Read More

— VS

“Jim, Many thanks to you, Michelle and Matt for getting us through the stress of buying and selling our homes. We will be in touch with updating our will. All our best!” Read More

— D and P

“Dear Mr. Meyer: There’s so much A and I wish to express to you, most especially our sincere thanks for everything you have done for us over these past few months! We come to you whether it is on the…” Read More

— A and AG

“Matt, C and I wanted you to know just how much we appreciated your professional time. You explained everything in a manner that we could understand, and you answered our questions without hesitation. Thank you.” Read More

— C and N

“Huge thank you to Jim!” Read More

— CC

“Dear Matt, Just a quite note to thank you for the excellent service! I know you love what you do and it shows, I would like to get together in the near future and catch up. I’ll talk with you…” Read More

— T

“Dear Matt, Thank you so very much for helping our family from the very start with the entire estate process. It was a very trying time for everyone with many difficult decisions, and we are very grateful for your guidance…” Read More

— L.J. C & G

“Hi Matt- Thank you very much for your work on our closing. A few stressful days there! I very much appreciated the calm and helpful approach from you and everyone in your office.” Read More

— WT

“Hi Jim, Thank you for attending my closing. There were some tense moments ahead of it! I really appreciate you making it all smooth and easy!” Read More

— WT

“Dear Jim, Thank you, again, for bringing my case to a winning end. I am glad it is over and I hope the other parties don’t default, because I would not like to start all over again.” Read More

— P

“Dear Jim, I want to thank you for your excellent representation in connection with the sale of my Yorktown residence and the purchase of my new abode in Somers. I am very pleased with both the new house and the…” Read More

— HS

“Dear Matt, Just wanted to tell you that I really enjoyed working with you. I had a great deal of confidence in your ability to handle both the potentially big issues as well as the small details of my purchase…” Read More

— L

“Jim, Just a note to thank you again for all your help. We appreciate all you did to make our closing as smooth as possible. Thanks again and we will talk to you soon.” Read More

— BK and JK

“Dear Matt, We wanted to thank you for all of your efforts, concern and patience in making the closing process on the purchase of our home as smooth and pleasant as possible. Your sincerity and humor were additional bonuses! We…” Read More

— JM and LM

“Dear Jim and Matt, Thank you so much for all your help with our re-finance. You made the process most enjoyable. We will definitely keep in touch.” Read More

— O and N

“Jim, Thank you so much for all your help and kindness in closing on our new home. You made it so easy and such a pleasant experience. We are very happy here. I hope you and your wife are enjoying…” Read More

— JP and KP
Matthew S. Spencer
Matthew S. Spencer

Matt received his JD from Pepperdine University School of Law in 1991. His primary practice areas include Real Estate, Trusts & Estates, which includes the use of estate planning tools such as Wills, Revocable Living Trusts, Health Care Proxies, Living Wills and Power of Attorney.

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Oscar Garza
James T. Meyer

Jim’s practice areas include Trusts and Estates, Elder Law, Real Estate, Business Law and Guardianship. Jim’s has served as a Court Examiner in the 9th Judicial District since 2007 and has extensive experience working on Guardianship matters in Westchester, Putnam and Dutchess Counties.

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  • Do I Need a Will?
  • What is Probate?
  • What are Trusts?