Advising Through
Life's Big MomentsSM

Providing “total counsel” through understanding, integrity and expertise


Attorney Allen J. Margulis built his practice on the premise of being a comprehensive, personal and business firm for its clients. The firm focuses on developing thorough and meaningful relationships that are founded on the aspirations of clients and their families and businesses. The firm embraces the “Team Approach”, working closely with professionals of other disciplines to maximize protection and planning for its clients. The firm believes that by having all the “minds” around the table, the clients’ interests are put first and checks and balances are established and maintained.

Practice Areas

Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.

Fundamental Estate Planning

There are myriad legal strategies you might consider implementing as you design your estate plan…

Tax Preparation and Planning

Probate & Estate Administration

There can be terrific grief and pain at the loss of a loved one. Beyond grief and pain, when you add external stresses…

Business Advisory

If you are starting to think about retirement, then it is also time to think about business succession…

Real Estate

Buying, selling, leasing and holding real estate requires knowledge and capability. Anyone can…


Every transaction you engage in can have tax consequences. Those consequences should not necessarily….