Attorneys
> Raymond J. Falcon, Jr.


Overview

 

Attorneys

Raymond J. Falcon, Jr.
Douglas E. Singer
Robert L. Pitkofsky

Of Counsel

Gabrielle T. Bohon
John H. Ogden

Associates

Gabrielle Lese

Bar Admissions
New York, New Jersey and Florida
U.S. District Court, S.D.N.Y.
U.S. District Court, E.D.N.Y.
U.S. District Court, District of Columbia.
U.S. Circuit Court of Appeals, Second Circuit

 

Legal Career

Vice President, Secretary & General Counsel, Degussa Corporation (1989-1994)
Attorney, Degussa Corporation (1985-89)
Partner, Falcon & Hom (1981-1985)
Associate, Webster & Sheffield (1978-1981)

 

Awards & Honors

AV® Peer review rating from Martindale-Hubbell
Rotary Internatonal awards:

Biography in Who's Who in America (since 2000)

Biography in Who's Who in American Law (since 1987)

 

Professional Memberships
See Professional Activities section for specific professional memberships

 

Civic Memberships

Member, Board of Trustees, EPIC School (2013 - present)

Member, Board of Directors, Family Service Organization of Bergen County (2013 - present)

Member , Board of Directors, Pascack Valley Mental Health Center (2014 - present)

Rotary International, District 7490

Columbia University Alumni Club of Westchester County

Columbia University Alumni Representative Committee (Bergen-Passaic)

Planned Giving Advisory Council, Archdiocese of Newark, NJ

Rockland Business Association

 

Speeches and Publications
See Professional Activities section for specific speeches and articles

 

Education
J.D., Yale Law School (1978)
B.A., Columbia College (Columbia University) (1975)

 

 

Raymond J. Falcon, Jr.
Founding Principal

 

Tel: 201.307.0074
Email: rfalcon@falconsinger.com
vCard: Click here to download vCard file.

 

 

Raymond J. Falcon, Jr. is a founding principal of Falcon & Singer P.C., a law firm with offices in offices Montvale, New Jersey and White Plains, New York.

 

Business Entity Counseling:  Ray’s practice spans a broad range of corporate, commercial and general business matters.  He has organized and advised corporations, general and limited partnerships, limited liability companies, professional service corporations, professional service limited liability companies and limited liability partnerships.  He has been involved in a number of transactions, both domestic and international, including purchases and sales of businesses, formation of national and international joint ventures, various types of financing, the sale, purchase, leasing and financing of commercial property, and general contract, sales and commercial matters.  His clients have included manufacturers, distributors, retailers, service providers and licensed professional service firms, covering a broad range of businesses and industries.  In addition, he serves as a part-time outside general counsel for selected clients, bringing his legal and business experience to bear on company issues.

 

Ray possesses a unique blend of business and legal experience which is of particular help to owners of closely held businesses. As a former senior corporate executive, Ray has extensive practical hands-on business and corporate governance experience. While serving as Vice President, Secretary and General Counsel of a multi‑national multi‑billion dollar chemical company he was responsible for developing and directing the overall legal and insurance strategy and policies for the company and played an active role in the company's public relations and governmental affairs activities. He was also a member of its Executive Committee, composed of the CEO and seven other senior executives responsible for managing the organization.

 

He also assists charitable organizations and socially-responsible investors seeking to engage in profit-driven businesses in a socially responsible manner, which may involve use of a Benefits Corporation formed under state law.

 

Business Life Cycle Planning®:   Combining his experience as a senior corporate executive with both legal and line responsibility and his skills in the area of estate and succession planning, Ray developed a systematic analytical process we call Business Life Cycle Planning® (BLCP),which includes information gathering and evaluation used as a  basis for discussions with the business owner and family to discuss succession planning for the business. He then performs the legal work required to implement the decisions reached in these sessions.

 

The BLCP process is of special value to the closely-held business owner. Ray looks at the closely-held business, the owners and their families holistically.  Like an individual, a closely‑held business has a life cycle, from inception through maturity to the eventual passing of the torch to the next generation. Using skills from his business experience and his knowledge of succession planning and estate planning as well, Ray is able to address all of these issues simultaneously, to make sure that all of the pieces of the puzzle work well together.

 

Estate Planning:  Ray works with clients with modest to high net-worth financial portfolios. He works with  their financial advisors, accountants and other professionals to identify the client’s estate planning goals. He then develops tax-advantageous structures suited to their needs, selecting from a wide variety of estate planning vehicles, including basic Wills, Wills that maximize the use of the unified credit equivalent for married clients, Wills containing provisions specific to non-U.S. citizens, lifetime and testamentary charitable trusts, special needs trusts, personal residence trusts, life insurance trusts, grantor trusts, durable powers of attorney and health care proxies. He also assists in the probate and administration of estates, and in guardianship matters.

 

Special Needs Planning/Guardianship.  Ray has an important niche practice focused on planning for families that have members with disabilities, with their unique set of circumstances and concerns.  Such advice may include planning for eligibility for needs-based programs, such as Supplemental Security Income (SSI), Medicaid, Medicare and Section 8 housing.  In addition, he assists families in estate planning for the transfer of wealth to a child or other family member with disabilities so as to avoid jeopardizing the financial eligibility of the person with disabilities for such need-based benefits, preparing appropriate special needs trusts, wills, powers of attorney, letters of intent and other relevant documents.  He also assists in obtaining legal guardianship of a person with disabilities if necessary.

 

Special Needs Settlement Planning.  Ray assists plaintiff personal injury attorneys, their clients and structured settlement advisors in utilizing self-settled ((d)(4)(A)) special needs trusts to hold settlement proceeds in order to avoid loss of needs-based government benefits (such as Medicaid and Supplemental Security Income (SSI)) by the permanently-disabled injured client.  Assistance includes: preparation of an appropriate Special Needs Trust;  preparation of necessary court pleadings, such as motion papers, affidavits and briefs, seeking court approval of the Special Needs Trust as a repository for settlement or award proceeds; appearance in court in support of request for use of Special Needs Trust where requested by counsel or required by the court; and general guidance respecting compliance with Medicaid liens, Medicare liens, Medicare Set-Aside accounts, Qualified Settlement Accounts and other factors to be considered prior to completing the funding of Special Needs Trusts and payment of attorneys’ fees.