What Herzog Law Firm does

Herzog Law Firm P.C. is a privately held professional corporation founded in 1946 and headquartered in Albany, New York, with additional offices in Saratoga Springs, Kingston, and Queensbury. The firm specializes in elder law, estate planning, Medicaid planning, special needs planning, and real estate law, serving primarily individual elderly clients and their families across New York State. Its leadership comprises Managing Principal David A. Kubikian alongside principals Jane-Marie Schaeffer, Daniel Glaser, and Phillip K. Vacchio (promoted to Principal in 2025), with Tim Casserly serving as Of Counsel.

The firm's core service offering is traditional legal advisory and planning delivered through a multi-office, multi-attorney professional services model, augmented by an integrated Care Management and Advocacy service line that extends the firm beyond transactional legal work into ongoing care coordination. The firm offers free initial consultations and operates on professional services billing conventions (hourly and fixed-fee engagements). Its go-to-market relies on regional brand reputation (75+ years of operating history), attorney credentials (Super Lawyers, Martindale-Hubbell AV Preeminent), community engagement (Alzheimer's Association presenting sponsorship, board positions at Wesley Community and LifePath), and referral pipelines embedded in the regional elder care ecosystem. The firm employs 11-50 people, though specific headcount and revenue figures are not publicly disclosed.

Name

Herzog Law Firm

Legal name

Herzog Law Firm P.C.

Website

https://herzoglaw.com

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

11–50 employees

Short description

Herzog Law Firm P.C. is a privately held New York law firm specializing in elder law, estate planning, Medicaid planning, special needs planning, and real estate law, serving individual clients and families across four offices in New York State.

Ownership category

akta.pro rank

Product category

Elder Law and Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Other Legal Services (54119)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI), Estate Administration & Probate Services (FSAAANAE), Real Estate & Construction Law (BPAHAAAE)

Keywords

• Elder law services
• Estate planning
• Medicaid planning
• Probate administration
• Special needs planning

Headquarters

HQ city

Albany

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Legal Services Fees: Professional legal services billed on an hourly or fixed-fee basis for estate planning, elder law, Medicaid planning, probate, real estate law, and related matters. Initial consultations offered free of charge.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Herzog Law Firm provides legal services in elder law, estate planning (wills, trusts, advanced directives), Medicaid planning, probate and estate administration, special needs planning, and real estate law, supported by certified care managers offering care management and advocacy. The firm serves individuals, families, and property clients across New York State through four physical offices with in-person, phone, and video consultations.

Product overview

Herzog Law Firm is an elder law and estate planning practice offering a comprehensive suite of legal services centered around protecting older adults and their families. The firm's core offerings include six interconnected practice areas: Estate Planning (Wills, Trusts, and Advanced Directives), Medicaid Planning, Probate & Estate Administration, Special Needs Planning, Real Estate Law, and Care Management and Advocacy. These core services are complemented by educational resources including Seminars and Events, a Webinar Library, the Estate & Medicaid Planning Show podcast, and Group Presentations. Together, these services provide holistic support for elder law, long-term care planning, asset protection, and estate administration across New York State.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning, Wills, Trusts, Advanced Directives

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

15 partnerships are on record, tiered core, key and minor.

• Aging Life Care Association (ALCA)coreOthersMember of ALCA, indicating professional standards in aging life care management. Kym Hance holds Advanced Professional standing with ALCA.
• National Academy of Certified Care Managers (NACCM)coreOthersMember organization providing certification for care managers. Director of Care Management Kym Hance is a Certified Care Manager through NACCM.
• New York State Bar Association (NYSBA)coreOthersMember of NYSBA and its Elder Law Section. Attorneys actively participate in the association's activities and Tim Casserly served as Past Chair of the Elder Law Section.
• Alzheimer's Association - Northeastern New York ChapterkeyGTM or Marketing PartnerPresenting sponsor of Walk to End Alzheimer's in Albany and sponsor of other regional walks. Attorneys and staff participate in the walks and Michelle Casserly serves as an education volunteer.
• Warren County Bar AssociationminorOthersProfessional bar association membership for attorneys in Warren County.
• Saratoga County Bar AssociationminorOthersProfessional bar association membership for attorneys in Saratoga County.
• American Society on AgingminorOthersProfessional association membership for professionals working in aging-related fields.
• Consumer Directed ChoiceskeyStrategic or Co-development PartnerJane-Marie Schaeffer serves as Treasurer and Board Member. This nonprofit promotes independence for individuals with disabilities, aligning with firm's special needs planning practice.
• LifePathkeyStrategic or Co-development PartnerAlbany nonprofit providing supportive services for older adults including meals-on-wheels, adult day programs, and insurance counseling. Phillip Vacchio serves on the Board of Directors.
• The Wesley CommunitykeyStrategic or Co-development PartnerSaratoga Springs organization providing senior living and care services including independent/assisted living, skilled nursing, rehabilitation, and adult day programs. Phillip Vacchio serves on the Board of Directors.
• Capital Region ChamberminorOthersLocal chamber of commerce membership supporting business community connections.
• Adirondack Regional Chamber of CommerceminorOthersChamber of commerce membership for the Adirondack region.
• Colonie Chamber of CommerceminorOthersChamber of commerce membership for the Town of Colonie area.
• Saratoga County Chamber of CommerceminorOthersChamber of commerce membership for Saratoga County area.
• Elder Law AnswersminorOthersOnline resource for elder law information; firm maintains member/badge status.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Burke & Casserly, P.C. Albany-area elder law and estate planning firm directly comparable to Herzog; Michelle Casserly previously practiced here, indicating close practice-area and geographic overlap in Capital Region elder law.
• Littman Krooks LLP: New York-based elder law, special needs planning, and estate administration firm with multiple offices; directly comparable in practice mix (Medicaid planning, special needs, guardianship) and client segments.
• Goldburd McCone Attorneys: NYC-based elder law, estate planning, and Medicaid planning boutique; offers substantially overlapping services to a similar client base, although primarily serving downstate clients.
• The Wladis Law Firm: Central New York (Syracuse) elder law and estate planning firm with similar practice areas including Medicaid planning and special needs; comparable multi-attorney boutique model in Upstate NY.
• Enea, Scanlan & Sirignano: Westchester-based elder law, estate planning, and special needs firm; comparable practice mix serving the broader New York aging population and competing for similar Hudson Valley clientele to Herzog's Kingston office.

Regional players

• McNamee Lochner PC: Albany-based full-service law firm with a trusts and estates practice; overlaps with Herzog on estate planning and probate but operates more broadly across corporate, litigation, and real estate practice areas.

Broad incumbents

• Tully Rinckey PLLC: Albany-headquartered multi-practice firm with estate planning and elder law offerings; broader footprint and practice breadth than Herzog but overlapping in family and elder law services in the Capital Region.

Emerging players

• Trust & Will, Inc. Online estate planning platform offering low-cost wills and trusts; represents a technology-enabled threat/adjacent to commoditized estate planning work where Herzog competes on simplicity and price-sensitive clients.
• LegalZoom: National online legal services platform offering wills, trusts, and business formation; competes for commoditized estate planning work and represents a technology-enabled alternative for entry-level clients.

Others

• Cerity Partners: Wealth management and family office firm formed via merger involving Arista Wealth Advisors (co-founded by Tim Casserly of Herzog); adjacent ecosystem player with overlapping high-net-worth clientele and complementary estate planning/wealth advisory services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/herzoglawfirm
• LinkedInlinkedin.com/company/herzog-law-firm
• Xx.com/herzoglawfirmpc

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 Herzog Law Firm