New York Wills, Trusts and Estate Lawyer Rober Adler.

ADLER & ADLER, PLLC

1180 6th Avenue, 8th Floor, New York, NY 10036

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(212) 843-4059

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    Robert Adler
    • May 6

    Report of Foreign Bank and Financial Accounts (FBAR)

    The Bank Secrecy Act requires taxpayers to report foreign bank accounts, brokerage accounts and mutual funds, to the Treasury Department....
    Robert Adler
    • Apr 18

    How to Get a Death Certificate

    A death certificate is an ofiicial legal document that records the date and location of a person's death. In some cases, you might need a...
    Robert Adler
    • Mar 4

    Remote Notarization in New York State

    Remote notarization is a form of notarization where the notary officiates the document remotely through audio-visual technology. The new...
    Robert Adler
    • Feb 15

    What is the difference between carryover basis and a step-up in basis?

    In planning for gifts of property, if the donor has a choice among more than one type of property to be transferred as the gift(s) (e.g.,...
    Robert Adler
    • Jan 16

    The Safekeeping of Wills in New York State

    Original wills should be kept in a secure, fireproof location and your nominated executor should be informed of the documents’...
    Robert Adler
    • Dec 27, 2021

    Die without a will in New York? What happens?

    If you die without a will in New York, your property will go to your next-of-kin under New York state intestate succession laws. Who gets...
    Robert Adler
    • Dec 25, 2021

    Testate versus Intestate

    If the individual who died (i.e., the "decedent") had a valid Will, the decedent is said to die testate. The executor named in the...
    Robert Adler
    • Dec 25, 2021

    Forms of Real Estate Ownership

    Ownership of real estate is determined by how title is held. Different kinds of ownership interests: Tenancy in Common Joint Tenants with...
    Robert Adler
    • Dec 25, 2021

    New Regulations Update Life Expectancy Tables

    The Internal Revenue Service has issured final regulations relating to the life expectancy and distribution period tables used to...
    Robert Adler
    • Dec 24, 2021

    Unlimited Marital Deduction

    A key element of the unified estate and gift tax system is the unlimited marital deduction. The estate and gift tax structure permits...
    Robert Adler
    • Oct 2, 2021

    Taxation of Non-grantor Trusts

    Non-grantor trusts, are separate taxpaying entities. Income taxes generated by the trust are paid for by the trust. The trust must file...
    Robert Adler
    • Sep 11, 2021

    When is a Federal Gift Tax Return Required?

    For federal gift tax purposes, the value of a gift of property is the fair market value of the property at the time of the gift. Where...
    Robert Adler
    • Sep 10, 2021

    What is a Trustee?

    What is a trust? A trust exists when one person (the trustee) holds title to property for the benefit of another person (the...
    Robert Adler
    • Sep 6, 2021

    Same Sex Spouse and Estate Tax

    For federal estate tax purposes, the terms “spouse,” “husband,” and “wife” includes individuals of the same sex who were lawfully married....
    Robert Adler
    • Sep 6, 2021

    Federal Estate Tax Exemption Amounts

    The Federal Estate Tax is a tax on your right to transfer property at your death. It consists of an accounting of everything you own or...
    Robert Adler
    • Sep 5, 2021

    Foreign Real Property Inherited by a US Citizen From a Nonresident Alien

    A United States citizen who inherits foreign real property from a nonresident alien receives a stepped-up basis in such property under...
    Robert Adler
    • Aug 21, 2021

    Registration of Charitable Trusts and Estates

    The New York Attorney General's Charities Bureau protects the public interest in charitable gifts and bequests contained in wills and...
    Robert Adler
    • Aug 10, 2021

    When Someone Dies in New York State

    In New York State, the Surrogate's Court decides what happens to a person's property when that person dies. The Judge in Surrogate's...
    Robert Adler
    • Aug 10, 2021

    Right of Election for the Surviving Spouse in New York Probate

    Right of Election for the Surviving Spouse in New York Probate
    Robert Adler
    • May 3, 2021

    For the 99.5% Act and "STEP" Act

    You may have read or heard news about two bills recently introduced in the Senate that, if enacted, could have a significant impact on...
    Robert Adler
    • Jan 30, 2021

    Estate Planning and Divorce

    It has been this authors experience that the engagement agreements of many divorce attorneys specifically disclaim the divorce attorney’s...
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    Serving New York State: New York City including Manhattan (New York County); Brooklyn (Kings County); Bronx; Queens; Staten Island (Richmond County); Long Island (Nassau County and Suffolk County); Westchester County, Rockland County, Erie County, Schenectady County, Monroe County, Onandaga County, Orange County, Albany County, Dutchess County, Broome County, Sullivan County, and Ulster County.

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