Meltzer, Lippe, Goldstein & Breitstone, LLP

What Meltzer, Lippe, Goldstein & Breitstone, LLP does

Meltzer, Lippe, Goldstein & Breitstone, LLP is a privately held, full-service law firm operating as a New York Limited Liability Partnership for over 50 years. The firm is headquartered in Mineola, New York (Long Island), with additional offices in midtown Manhattan and Boca Raton, Florida, and employs more than 80 attorneys organized across 16 integrated practice areas including Private Wealth/Estates & Trusts, Corporate/Business, Litigation, Real Estate, Taxation, Labor & Employment, Elder Law, Bankruptcy/Workouts, Construction, Tax-Exempt Organizations, Crisis Management, and Trust & Estate Litigation. Its flagship Private Wealth, Estates & Trusts practice is nationally ranked Tier 1 by U.S. News and World Report and includes over 25 dedicated attorneys serving high-net-worth individuals, closely held businesses, multinational corporations, and tax-exempt organizations.

The firm generates revenue exclusively through professional legal fees across its practice areas, with no proprietary technology platform, software product, or developer API disclosed; operations rely on traditional professional-services delivery supported by attorney thought leadership (150+ articles in Trusts & Estates Magazine, Bloomberg Tax, NY Law Journal), the 'Briefly Speaking' podcast (launched April 2025), active bar association participation, and a structured Summer Associate Program. The go-to-market motion is sales-led and reputation-driven, with client acquisition primarily through professional referrals (accountants, financial planners, advisors), bar association referrals, and inbound from sustained thought-leadership output across LinkedIn, Facebook, and YouTube channels.

Customer segments are organized horizontally across HNW individuals and families, business owners and corporate entities, and non-profit/tax-exempt organizations, with engagements spanning estate planning and wealth transfer, M&A and corporate transactions, commercial litigation, real estate, tax planning, labor and employment, and nonprofit compliance. The firm is independently owned by its partner group with no venture capital, private equity, or institutional investor ownership; Managing Partner David J. Heymann leads the firm following the prior merger of his boutique firm, Post Heymann & Koffler LLP, into Meltzer Lippe.

Name

Meltzer, Lippe, Goldstein & Breitstone, LLP

Legal name

Meltzer, Lippe, Goldstein & Breitstone, LLP

Website

https://meltzerlippe.com

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

101–250 employees

Short description

Meltzer, Lippe, Goldstein & Breitstone, LLP is a privately held, full-service law firm with 80+ attorneys across 16 practice areas, serving high-net-worth individuals, businesses, and tax-exempt organizations from offices in Mineola, Manhattan, and Boca Raton.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Trust & Estate Dispute Resolution & Fiduciary Litigation Support (FSAEAKAJ), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)

Keywords

• Legal advisory services
• Trusts and estates law
• Corporate business law
• Litigation and dispute resolution
• Estate planning services

Headquarters

HQ city

Mineola

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Legal Services Fees: Law firm generates revenue through professional legal fees charged to clients for services across multiple practice areas including corporate/business, litigation, trusts & estates, real estate, taxation, labor & employment, and more.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Meltzer, Lippe, Goldstein & Breitstone, LLP is a full-service law firm providing legal counsel across 16 integrated practice areas, including Corporate/Business, Litigation, Private Wealth/Estates & Trusts, Real Estate, Taxation, Labor & Employment, Bankruptcy, Elder Law, and Tax-Exempt Organizations. The firm serves businesses, high net worth individuals and families, and nonprofit organizations with sophisticated legal solutions spanning transactional, advisory, and litigation matters, with a flagship Tier 1 nationally ranked Trusts & Estates practice.

Product overview

Meltzer, Lippe, Goldstein & Breitstone, LLP is a full-service law firm offering legal services across 16 integrated practice areas. The firm's core offerings consist of practice-specific legal services spanning Bankruptcy/Workouts/Creditors Rights, Construction, Corporate/Business, Crisis Management/Investigations/Constitutional Law, Elder Law, Labor & Employment, Litigation, Private Wealth/Estates & Trusts, Real Estate, Tax-Exempt Organizations, Taxation, and Trust & Estate Litigation. Additionally, the firm provides professional development through its Summer Associate Program and thought leadership content via its 'Briefly Speaking' podcast series. The firm's flagship practice area is its Trusts & Estates group, nationally ranked Tier 1 by U.S. News and World Report, with over 25 Trusts and Estates attorneys serving high net worth clients.

Differentiator

Problem solved

Functional benefit

Brands

• Briefly Speaking: The firm's podcast series covering legal topics including M&A, estate planning, bankruptcy, AI in law, and tax regulations

Products and services

• Bankruptcy, Workouts & Creditors Rights Legal services for bankruptcy proceedings, workouts, and creditors' rights matters.
• Construction Law Legal services for construction law matters including contracts, disputes, and regulatory compliance.
• Corporate / Business Law Corporate and business legal services including M&A transactions, business formation, shareholder agreements, and commercial agreements.
• Crisis Management, Investigations & Constitutional Law Legal services for crisis management, investigations, and constitutional law matters.
• Elder Law Legal services for elder law matters including Medicaid planning, guardianship, and senior-related legal issues.
• Labor & Employment Law Legal services for labor and employment law including workplace disputes, employment contracts, and labor relations.
• Litigation Commercial litigation and dispute resolution services.
• Private Wealth, Estates & Trusts Estate planning, wealth preservation, and trust administration services for high net worth individuals and families. Nationally ranked Tier 1 by U.S. News and World Report.
• Real Estate Law Real estate legal services including transactions, development, and financing.
• Tax-Exempt Organizations Legal services for tax-exempt organizations including nonprofit formation, compliance, and governance.
• Taxation Tax planning and controversy services including domestic and international tax planning.
• Trust & Estate Litigation Litigation services for trust and estate disputes, probate proceedings, and fiduciary matters.

Quantifiable outcome

• Nationally ranked Tier 1 Trusts & Estates practice by U.S. News and World Report
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• Matthew Fetzer FoundationminorOthers · 6 May 2026The firm comes together in support of the Matthew Fetzer Foundation, a charitable organization. This represents community involvement rather than a formal business partnership.
• NYIT Startup Tech CentralminorOthers · 6 May 2026The firm is named as the Law Firm Sponsor of NYIT Startup Tech Central. This is a sponsorship relationship supporting the startup tech ecosystem.
• Nassau County Human Rights CommissionminorOthersJonathan D. Farrell serves as Vice-Chairman of the Nassau County Human Rights Commission, indicating professional civic engagement.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Certilman Balin Adler & Hyman, LLP: Long Island-headquartered full-service law firm with comparable size, multi-practice footprint, and a well-developed Trusts & Estates group serving HNW individuals and closely-held businesses. Directly comparable in geography, scale, and client base.
• Rivkin Radler LLP: Long Island / NYC mid-size full-service law firm with a strong Trusts & Estates practice and similar integrated offering (corporate, real estate, litigation, labor). Closely comparable on size, geography, and client profile.
• Moritt Hock & Hamroff LLP: Long Island / NYC commercial law firm with a comparable mid-size attorney roster and significant trusts/estates, real estate, and corporate transactional work. Comparable in both regional positioning and practice mix.
• Forchelli Deegan Terranova LLP: Long Island-headquartered full-service firm with integrated practice areas including trusts/estates, tax, corporate, and real estate. Direct comparable in geography, scale, and full-service model.
• Ruskin Moscou Faltischek LLP: Long Island full-service law firm with a comparable roster size and similar multi-practice offering including trusts/estates and corporate work serving closely-held businesses.
• McLaughlin & Stern LLP: NYC-based mid-size full-service firm with a well-developed trusts and estates practice serving HNW individuals and closely-held businesses. Comparable on size, full-service model, and HNW client focus.

Broad incumbents

• Day Pitney LLP: Connecticut/New Jersey/Florida-based larger firm with a nationally recognized private wealth and trusts & estates practice. Direct overlap on elite HNW and estate planning clientele but operates at a larger scale and broader geographic footprint.
• Cummings & Lockwood LLC: CT/FL wealth transfer-focused firm with a deep, nationally recognized private clients practice and full-service business capabilities. Highly comparable on HNW trusts/estates focus, with broader geographic reach in wealth-heavy states.
• Nixon Peabody LLP: AmLaw 200 firm with a nationally recognized Private Clients practice spanning trusts/estates, tax planning, and family office work. Competes for the same HNW clientele but with substantially deeper resources and geographic breadth.
• Blank Rome LLP: AmLaw 100 firm with a sizable private wealth, trusts/estates, and tax practice overlapping Meltzer Lippe's HNW clientele. Larger scale and broader practice capabilities but comparable on the relevant practice areas.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@MeltzerLippe
• Facebookfacebook.com/meltzerlippe
• LinkedInlinkedin.com/company/meltzer-lippe-goldstein-&-breitstone-llp
• Xx.com/meltzerlippe

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Meltzer, Lippe, Goldstein & Breitstone, LLP