Practice Areas
Trusts & Estates, Tax-Exempt Organizations, Personal Tax Planning for Individuals
Practice Description
Trusts and Estates, including counseling individuals on estate, tax and financial planning matters including income, gift, estate and generation-skipping tax issues, administration of trusts and estates, charitable giving, preparation of wills and trust agreements, Surrogate’s Court litigation, operation of charitable organizations, and preparation of pre-nuptial agreements.
Education
- B.A., 1977 University of Pennsylvania
- J.D., 1983 New York Law School
Admissions
Affiliations
- The Association of the Bar of the City of New York (Member, Surrogate's Court Committee, 1992-1996)
- New York State Bar Association (Member, Trusts and Estates Law Section; Chairman, Committee on Estate Planning, 1994-1997)
- Big Brothers Big Sisters of New York City (Trustee and General Counsel)
- Peter and Patricia Gruber Foundation (Trustee, Advisory Board)
Publications Available on this website...
"
Important Estate Tax Bulletin,"
Client Advisory, December 29, 2009; "
Annual Gift Tax Exclusion Amount to Increase to $13,000 as of January 1, 2009,"
Client Advisory, October 29, 2008