Estate Planning / New York City
Howard Zaritsky
How to read this firm's data
How to read this firm's data
Header tiles
- Rank
- Position among businesses named in the latest scan.
- Mention rate
- The share of eligible AI responses in the current ranking that named the business.
Charts
- Rank trend
- Each dot is one published ranking, newest on the right. A flat line means this firm's rank didn't move.
- Per-AI breakdown
- Responses from each assistant that named this firm.
- By question type
- Mentions grouped by what the buyer was asking.
Practice context for Estate Planning · Not yet reviewed
A sourced business description has not been added yet. Assistant mentions alone do not verify the firm's services.
Practice eligibility has not been reviewed for this market. This is unknown, not an exclusion.
Practice evidence and AI measurements are assessed separately. Mentions do not establish suitability.
Market detail: Estate Planning · New York City
Position
#283
of 1,312 firms · Oct 21, 2026
Mention rate
0.3%
3 of 1,128 eligible responses
Rank vs mention rate
10 snapshots · 76 days
Rank ranged #142 to #400 · mention rate 0.2%–0.4%
How to read this chart
How to read: each dot is one snapshot. The green line is where this firm ranked among peers on that day. The dashed amber line is the mention rate — the share of AI responses in that snapshot that named this firm at all.
Rank and mention rate use different scales, so the two lines are placed side-by-side, not on top of each other. A firm can hold rank while mention rate drifts (fewer responses named anyone) or improve rank without moving mention rate (peers dropped out).
Research details Historical appearances, assistant counts and question types · all roles, separate from qualified recommendations.
All-time results for this market
Business appeared Jul 13, 2026–Oct 21, 2026
- Responses analyzed
- 8,998
- Responses naming business
- 31
- Historical appearance rate
- 0.3%
- Dates with published rank
- 11
These raw appearance totals cover all retained responses for this city and category, across all question types and roles, including sources and incidental mentions. They are not qualified recommendation counts. Appearance dates show when responses named this business; published rank dates can include repeated use of those responses. Current rank and confidence use the latest dated ranking.
Per-AI breakdown
Counts cover all published Atlas research for this market.
- Claude
- 31 mentions
- ChatGPT
- 0 mentions
- Gemini
- 0 mentions
- Perplexity
- 0 mentions
Dependent on one AI. The other three assistants recorded no mentions in the published results.
By question type
All-time mentions grouped by the type of question the buyer asked.
- Situation
- 23 mentions
- Decision
- 8 mentions
Peer firms in New York City estate planning
Current ranks and mention rates · Oct 21, 2026 edition.
#1
Greenberg Traurig, LLP
10.9% current mention rate · 4/4 AI
#2
Patterson Belknap Webb & Tyler LLP
10.2% current mention rate · 4/4 AI
#3
Katten Muchin Rosenman LLP
10.1% current mention rate · 4/4 AI
#4
Farrell Fritz
9.3% current mention rate · 4/4 AI
#5
Pierro, Connor & Strauss, LLC
9.2% current mention rate · 4/4 AI
#6
Milbank LLP
8.3% current mention rate · 4/4 AI
#7
Littman Krooks LLP
7.9% current mention rate · 4/4 AI
#8
Proskauer Rose LLP
7.5% current mention rate · 4/4 AI
Unclaimed listing — claim this profile
Atlas created this profile after AI assistants named the business. Claim it to confirm the business details; we'll reply from support@viclaro.app.
Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
31 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · Estate Planning · New York City · Legal Founder here, New York City. My company is heading toward a liquidity event in the next 18–24 months. Most of my net worth is concentrated pre-IPO stock at a lo... anthropic/claude-sonnet-4.6 2026-10-21 03:11:35 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Founder here, New York City. My company is heading toward a liquidity event in the next 18–24 months. Most of my net worth is concentrated pre-IPO stock at a low basis. I keep hearing 'do the GRAT now before the valuation moves.' Who actually handles pre-liquidity founder planning at the right level?
… Heckerling Institute; signals technical depth
Individual Names Worth Knowing
- Jonathan Blattmachr (Pioneer Wealth Partners) – Literally wrote the treatise on GRATs
- Howard Zaritsky – Top-tier on estate freeze techniques specifically
What to Prioritize Right Now
- GRAT timing is real – freeze the valuation before a 409A bump or term sheet
- Also evaluate: IDGTs, charitable structures (CRT if you want income), and whether a Qualified Opportunity Zone rollover fits post-liquidity
- **Coordinate your estate attorney with you…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Estate Planning · New York City · Legal
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Estate Planning · New York City · Legal We're in New York City with maybe $15M — a mix of a Manhattan apartment, a beach house, retirement accounts, and a chunk of concentrated stock from my husband's... anthropic/claude-sonnet-4.6 2026-10-21 02:59:54 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
We're in New York City with maybe $15M — a mix of a Manhattan apartment, a beach house, retirement accounts, and a chunk of concentrated stock from my husband's company. Federal exemption is going to bite our kids. Who handles the $5M–$25M band seriously?
…utations at This Level**
- Martin Shenkman – Prolific on exemption-cliff planning, very practical
- Jonathan Blattmachr – Pioneer on dynasty trusts and IDGT structures
- Howard Zaritsky – Deep technical expertise on estate tax strategy
Key Structures They'll Likely Discuss
- GRAT or SLAT for the stock before exemption drops
- QPRT on one of the properties
- Spousal Lifetime Access Trust
- Charitable remainder trust if stock has low basis
The 2025 exemption sunset is the real clock here.
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Estate Planning · New York City · Legal
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Estate Planning · New York City · Legal Budget isn't the issue. New York City, family net worth around $40M, three kids, existing trust structure that needs to be modernized. Who is the top of the mar... anthropic/claude-sonnet-4.6 2026-10-21 02:36:16 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Budget isn't the issue. New York City, family net worth around $40M, three kids, existing trust structure that needs to be modernized. Who is the top of the market for people at this level?
…in Shenkman** – Widely regarded as one of the best technical estate planners in the country
- Jonathan Blattmachr – Pioneer in trust design, now at Pioneer Wealth Partners
- Howard Zaritsky – Top-tier technical authority, often brought in on complex restructurings
For trust modernization specifically, Withers and Simpson Thacher are probably your first calls.
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Estate Planning · New York City · Legal
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
Field notes on reading these rankings
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