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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    Robert Adler
    • Jan 19, 2020

    What is FBAR?

    Failure to file a FBAR when required to do so may result in civil penalties, criminal penalties, or both.
    Robert Adler
    • Jan 14, 2020

    Taxation of Life Insurance Death Benefit

    How is life insurance taxed?
    Robert Adler
    • Jan 13, 2020

    How Much Life Insurance Do I Need?

    Life insurance is one of the most important tools in modern financial planning, but it is not always the most appreciated.
    Robert Adler
    • Jan 13, 2020

    Pay Attention to Beneficiary Designations

    Have you taken your ex-spouse off of your retirement plan and life insurance beneficiary designations?
    Robert Adler
    • Jan 12, 2020

    The SECURE Act

    The SECURE Act, effective January 1, 2020, makes significant changes to the laws affecting IRA and 401(k) plans.
    Robert Adler
    • Jan 12, 2020

    The Life Insurance Funded Buy-Sell Agreement

    There are various forms of business agreements available for disposing of a business interest at death.
    Robert Adler
    • Jan 5, 2020

    Crummey Powers – Still a Powerful Estate Planning Tool

    The more donees who are given Crummey withdrawal powers, the greater the amount of property that can be gifted tax-free to the trust.
    Robert Adler
    • Sep 18, 2019

    Can you appoint a guardian in a will?

    This is the person who will be raising your children.
    Robert Adler
    • Aug 12, 2019

    Buy Sell Agreements

    Stock purchase agreements are useful when there is a need to restrict the transfer of stock to undesirable third parties.
    Robert Adler
    • Aug 5, 2019

    The Problem with Joint Bank Accounts in New York

    The Confusion Surrounding Joint Bank Accounts in New York is epic.
    Robert Adler
    • Aug 4, 2019

    Federal Income Tax and Trusts

    Four categories of taxpayers are potentially taxed on trust income.
    Robert Adler
    • Aug 1, 2019

    Incentive Trusts

    Their efficacy in "meaningfully" influencing the child/beneficiaries behavior is highly questionable.
    Robert Adler
    • Aug 1, 2019

    What is a Disclaimer?

    Though seemingly an unusual event, disclaimers are actually quite common, for a variety of reasons.
    Robert Adler
    • Jul 25, 2019

    What is the Estate Income Tax Return - IRS Form 1041

    The decedent and their estate are separate taxable entities.
    Robert Adler
    • Jul 18, 2019

    What is ERISA?

    The objective of ERISA is to protect individual retirement and health plan participants.
    Robert Adler
    • Jul 14, 2019

    Gift Tax Exclusion for Payment of Medical and Tuition Expenses

    Grandparents who already take full advantage of the annual exclusion for gifts to grandchildren can make additional tax-free transfers.
    Robert Adler
    • Jun 29, 2019

    New York Estate Tax Claw-back of Gifts Made within Three Years of Death

    The purpose of the claw-back is to prevent the making of gifts, shortly before death, as a device to reduce New York estate tax.
    Robert Adler
    • Jun 28, 2019

    U.S. Supreme Court Gives Taxpayer a Win in Trust Tax Case

    When a state seeks to base its tax on the in-state residence of a trust beneficiary, due process demands a pragmatic inquiry.
    Robert Adler
    • Jun 16, 2019

    The Executor Must Locate Estate Assets

    It is the Executor's responsibility to locate all of the decedent's assets, pay the taxes on them, if any, and distribute them to the...
    Robert Adler
    • Jun 16, 2019

    What is the Surrogate's Court?

    The Surrogate's Court is the court in New York where all matters relating to Wills and Trusts are determined. The Surrogate is the title...
    Robert Adler
    • Jun 1, 2019

    Do You Support Death with Dignity?

    A number of New York State legislators are sponsoring A 2694 / S 3947, Medical Aid in Dying Act. The bill would allow qualified,...
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