Born and raised in New York, Luna Chou is the youngest in a family with first generation parents who immigrated to the United States from Shanghai, China. She attended New York University College of Arts and Science and obtained a bachelor in arts degree with dual majors in Politics and Philosophy. She then went on to study law and received her Juris Doctorate from Yeshiva University – Cardozo School of Law in 1998. Ms. Chou continued to study at the University of Hong Kong and received her LL.M. degree in International Law. Ms. Chou practiced in the area of matrimonial law for two years and then in 2001, proceeded to specialize and work extensively in all aspects of immigration law.
New York, NY
I opened my own financial practice through New York Life / NYLIFE Securities because I believe that everyone can and should take control of their financial destiny. I listen to my clients’ needs, offer simple answers to complex financial questions, and help them thrive by developing sound financial strategies.
My services include:
Financial and insurance planning
Tax diversification and reduction strategies
Non-qualified executive benefit strategies
Estate tax mitigation
Wealth transfer and distribution strategies
Business protection and succession
Enhancing executive and employees’ benefits, often at no direct cost to e business
Setting up qualified and nonqualified workplace retirement plans
I am an associate member of the New York State Society of CPAs (NYSSCPA), where I sit on the Business Exit and Succession Planning, Trust and Estates Administration, and Estate Planning Committees.
I am authorized to offer AARP-branded products and services. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Visit my website and follow me on Facebook (www.facebook.com/marlonjaltoe), where I share helpful tips and updates.
New York, NY
A Practice That Focuses on People
Everyone needs a power of attorney, a health care proxy and a living will. Most people need a will. Some also need trusts, or have particular concerns, such as literary property, philanthropic planning, valuable collections, prenuptial agreements, or loved ones with special needs. The estate tax and gift tax laws have also changed dramatically in recent years, and we can develop a strategy that is appropriate to your situation. Whether a client’s needs are simple or unusual, we conduct a highly individual process to craft a customized solution.
Probate and Estate Settlement
When someone close to you dies, it’s important to settle the estate efficiently, to navigate a complex structure of state and federal laws, to make vital technical decisions, and to maintain good relations among all the parties involved. Our experience with complex estates and our continual development of best practices help to ensure the smoothest and most economical process possible. We have particular experience handling estates for families outside the local area, keeping everyone involved and informed as we pull everything into order. We are in the New York probate courts every day and know how to get it all done.
Ron spent the first seven years of his career working on big-scale real estate deals, including the Times Square redevelopment and the creation of the High Line. And while the scale of your condo, coop or home transaction may be smaller, the complexity is the same, and the stakes, for you, are just as high. We know what problems can arise in the process, and we’ve developed a range of contract provisions that will protect you against them. We will not only advocate for you, we will guide you through a complicated process so that you know what’s coming at each stage, and so that all the pieces will fall into place. And we still do commercial work, on business leases and multi-family homes.
Your Personal Attorney
With our core skills in estate and real estate matters, we constantly encounter a wide range of related issues. We deal with many kinds of tax issues. We write, negotiate and review all kinds of contracts – between employers and employees, business partners, spouses or domestic partners. We form corporations and prepare operating agreements for many kinds of small businesses. We negotiate disputes, avoiding litigation where possible, and managing actions in court where necessary. We are not experts in everything, and we don’t try to be. But we are the go-to team for a lot of repeat clients, and we care about each client deeply. Whatever you need for your personal and small business matters, we can either provide the help, or find the help, that you need.
Originally from the Jersey Shore, Ron Meyers earned his B.A. at Columbia University (1992) and his law degree from Harvard University (1999). He was admitted to practice in New York in 2000 and is a member of the New York City and New York State Bar Associations, including the state bar’s section on Trusts & Estates. Ron has focused his practice on estate planning and estate settlement for several years, though he began his career working on major commercial real estate transactions, and continues to provide services on residential purchases and sales, as well as commercial leases and business agreements.