About Our Firm

Integrity is the foundation upon which S.J. Khalsa has built his firm.  Intent on making a difference in the lives of those for whom he served as legal counsel, S.J. recognized that the traditional approach to estate planning needed to give way to a more modern alternative.  He chose to challenge the status quo of the attorney/client relationship by offering client-oriented legal services that put the client first.  You will be helped to make the tough decisions needed to protect your loved ones.  Then, when needed, you will find he and his firm ready to carefully guide your loved ones through the toughest times life presents.

A nationally recognized attorney in the field of estate planning and elder law, he authored the book Estate Planning Essentials: A Guidebook for Today’s Modern Families to familiarize people with modern estate planning.  His new book, The Ultimate Caregiver Guide: How to Provide the Best Possible Care for Loved Ones and Yourself in New York is intended to empower people with everyday advice, checklists, and tools to cope with the many details of caring for a loved one and yourself.  

At the Khalsa Law Firm we believe in conscious living and we believe that requires preparation for a conscious death. Through the Legacy Wealth Planning System, you will be able to live with peace of mind and to die with dignity and grace knowing your family has been protected, your wealth and legacies have been preserved, and your loved ones have professionals upon whom they can confidently rely. The Khalsa Law Firm changes the world one family at a time.

You can expect not only quality estate planning resources, but a process that puts you and your needs first.  The process allows you to become familiar with all your estate planning options. When you visit or call our office, you should feel comfortable discussing this important issue that impacts both you and your family.  You will be provided with the information you need to make an informed decision about your family’s future.

If you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely.

That is why the Khalsa Law Firm offers you this wealth of free information and free seminars. Read our Estate Planning blog, and if you’re in the area, join us at an Estate Planning seminar.  Or you may prefer watching one of our Estate Planning webinar in the comfort of your own home.  We want you to feel confident about the choices you make—let us be your guide on the path toward preserving your family’s future.

Business Owners & Asset Protection

We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.

Estate Planning for the LGBTQ Community

We offer guidance and assistance to members of the LGBTQ Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives.

Financial Planning Assistance

We help clients preserve their wealth and achieve their long-term financial goals. Our attorney works closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients goals.

Incapacity & Caregiver Support

Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.

IRA Inheritance Planning

Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.

Legacy Planning

Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.

SJ is a published co-author of the Legacy Wealth Planning book Estate Planning Essentials: A Guide Book for Today’s Modern Family and the co-author of The Ultimate Caregiver Guide: How to Provide the Best Possible Care for Loved Ones and Yourself in New York.

Medicaid & Elder Law Planning

We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.

Probate & Trust Administration

We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.

Special Needs Planning

We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.

Wills & Trusts

Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.

We provide comprehensive, tailored estate planning services to meet all of our clients’ needs. Below is a sampling of the type of services we offer. If you have questions about any of our services, please do not hesitate to contact us or call us at 212-973-0100.