Why Choose Us?
Selecting a law firm to handle the financial well-being of your family is one of the most important decisions you will ever make. If you feel as we do about the importance of proper estate planning, then Adler & Adler welcomes the opportunity to serve you and your family.
We have over 30 years of successful experience in all aspects of will and trust preparation, comprehensive estate planning, elder law, tax law, probate and estate administration.
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Put a leader in the profession to work for you.
New York wills, trusts, estate planning, estate administration and probate lawyer Robert Adler is a lawyer's lawyer. He has educated thousands of estate planners on key estate planning concepts and written hundreds of articles on wills, revocable living trusts, estate tax planning, and sophisticated wealth transfer planning in leading professional journals.
Robert headlines professional education events covering the topics of wills, trusts, estate planning, tax planning, irrevocable trusts, grantor retained annuity trusts and dynasty trusts. By bringing to bear strong technical expertise in a clearly understood presentation style, Robert’s work with allied professionals and clients is exceptional.
Publications in Professional Journals Authored by Robert Adler
(For articles of interest to the general public please see our blog.)
Crummey Powers - Still a Powerful Estate Planning Tool; Probate & Property Magazine; January/February 2020.
Lifetime Planning with Life Insurance; The CPA Journal; December 2017
CPA's Growing Role in Trust-Owned Life Insurance Planning; The CPA Journal; September 2016
Non-Taxable Section 1035 Exchanges of Life Insurance Contracts; New York State Bar Association Trusts & Estates Law Section; Summer 2015.
The Family Bank; Wealth Counsel Quarterly; July 2011.
The Transfer for Value Tax Trap; Probate & Property Magazine; November/December 2011.
The Effect of Divorce on Life Insurance Beneficiary Designations; National Underwriter Advanced Markets; August 2010.
Potential Pitfalls in IRA Money Movement and Non-Public Investment; National Underwriter Advanced Markets; August 2010.
Waiver of the 60-Day Tax-free Rollover Requirement: Survey of Letter Rulings; National Underwriter Advanced Markets; July 2010.
New I.R.C. Section 101(j) EOLI Rules: Important Planning Considerations; New York State Bar Association Trusts & Estates Law Section; October 2007.
Is the Music Over for Family Limited Partnerships?; Advanced Underwriting Service; July 2005
Wrong Wording Kills Exclusion for Limited Partnership Interest Gifts; Taxation for Lawyers; September 1998.
Credit Shelter Trusts as Potential Purchasers of Life Insurance; Journal of the American Society of CLU and ChFC; January 1998.
Private Split Dollar Provides Transfer Tax Savings; Taxation for Accountants; October 1998.
Impact of Generation Skipping Tax on Life Insurance Trusts; Estate Planning Magazine; March 1997.
Beyond Leverage: Split-Dollar Funding of the GST-Exempt Trust; Trusts & Estates Magazine; April 1996.