Theodore R. Wagner

Theodore R. Wagner

Theodore R. Wagner


2 Wall Street, New York, NY 10005
212-238-8705, Fax: 212-732-3232
wagner@clm.comDownload Vcard

Practice Description

Trusts and Estates- focusing on representing families and individuals since 1969. Handles all facets of estate planning, including the drafting of wills, living trusts, providing advice in connection with gifts, both charitable and non-charitable, drafting charitable lead and charitable remainder trusts, trusts for minors and for incapacitated persons, insurance trusts, generation skipping trusts, GRITs, GRATs and QPRTs, and advice in connection with the use of S corporations, limited liability companies and limited partnerships in family planning. Advises families in connection with assets such as controlling interests in publicly held corporations, real property, tangible personal property, including works of art, and copyrightable materials. He supervises the administration of estates from probate through final distribution, including all dealings with the federal and state tax authorities, and advises on all aspects of trust administration. Mr. Wagner is recognized in The Best Lawyers in America, SuperLawyers, and The Chambers Directory of America's Leading Lawyers.


  • 1968 New York
  • 1969 U.S. Court of Military Appeals
  • 1975 U.S. Court of Appeals, Second Circuit
  • 1975 U.S. District Courts,  Southern and Eastern District of New York
  • 1978 Florida
  • 1981 U.S. Tax Court


  • Member: The Association of the Bar of the City of New York; New York State Bar Association; Florida Bar Association
  • Fellow: American College of Trust and Estates Counsel
  • Director and member of the Executive Committee, The New 42nd Street, Inc., New York, New York
  • Member, Planned Giving Advisory Council of The New York Prebyterian Hospital 


  • B.A., 1964 Yale College
  • LL.B., 1967 Yale Law School

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