Stephen Kaplitt
KAPLITT LEGAL CONSULTING
https://www.kaplittlegal.com/
Areas of Focus: Life and Legacy Planning
Licensed States: New Jersey, New York
What to expect from Stephen Kaplitt
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Stephen Kaplitt
Hi, I'm Stephen Kaplitt, a seasoned business attorney and consultant with a unique combination of legal, operational, management, and government expertise. With over 30 years of experience, I have worked on more than $3 billion in corporate, finance, and M&A transactions. I've also served as General Counsel for both an SEC-registered investment adviser and a multinational company.
Beyond my legal practice, I’m passionate about mentoring the next generation of attorneys. As a Senior Instructor, I’ve developed and refined course curricula and taught nearly 200 live classes, earning an aggregate student rating of 4.7/5. My instruction covers a wide range of topics, including M&A transactions, due diligence, capital markets, commercial real estate, and secured transactions.
Additionally, I provide strategic guidance to transactional clients, helping them navigate complex legal matters with a practical, results-driven approach.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Stephen Kaplitt
Complete the form below to reach out and schedule your 15-minute discovery call.