Why Choose Robert Adler?

 

Selecting a lawyer to handle the financial well-being of your family is one of the most important decisions you will ever make. If you feel as I do about the importance of proper estate planning, then I welcomes the opportunity to serve you and your family.

 

Robert has over 30 years of successful experience in all aspects of will and trust law, comprehensive estate planning, tax law, wealth transfer tax planning, probate and estate administration.

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Put a leader in the field to work for you.

 

New York wills, trusts, estate planning, tax, 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.

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Robert headlines professional education events covering the topics of wills, trusts, estate planning, sophisticated 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 his clients is exceptional.

 

Publications in Professional Journals Authored by Robert Adler

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(For articles of interest to the general public, please see the blog.)

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Crummey Powers - Still a Powerful Estate Planning Tool; Probate & Property Magazine; January/February 2020.

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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.

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Beyond Leverage: Split-Dollar Funding of the GST-Exempt Trust; Trusts & Estates Magazine; April 1996.

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Speaking Engagements

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Sidney Kess 49th Annual New York Estate, Tax & Financial Planning Conference.  Topic: Estate Tax and Sophisticated Life Insurance Transactions. New York, NY, 2018.

Sidney Kess 48th Annual New York Estate, Tax & Financial Planning Conference. Topic:  Estate Planning and Recent Developments. New York, NY, 2017.

New York State CPA Society / FAE Trust and Estate Taxation Conference. Topic: Generation Skipping Transfer Tax Planning. New York, NY, 2017.

 

Executive Taxation Series, Zicklin School of Business, Baruch College. Topic: Sophisticated Life Insurance Strategies. New York, NY, 2016.

 

Ameritas Life Insurance Corp Advanced Planning Summit. Topic: Practical Estate Planning. Washington DC, 2015.

 

New York City Chapter of the Society of Financial Service Professionals, Todorovich Lecture. Topic: Understanding the New York State Estate Tax. New York, NY, 2015.

 

AXA Equitable – National and Regional Conferences for Elite Financial Advisers. Over twenty speaking engagements on topics covering estate planning for high net worth families, irrevocable life insurance trusts. charitable remainder trusts, charitable lead trusts, business succession planning and tax law. New York, NY, Baltimore, MD, Asheville, NC, Stone Mountain, GA, Alpharetta, GA, Los Angeles, CA, Orlando, FL, Denver, CO, 2001 – 2010.

 

Mass Mutual – Blue Chip Group Fly-In. Topic: The Family Bank: Generation Skipping Transfer Tax-exempt Irrevocable Life Insurance Trusts. Springfield, MA; 2009.

 

Prudential – National Advanced Planning Conference. Topic: Estate Planning for the Closely Held Business Owner.  Chicago, IL, 2007.

 

Crown Life – Practical Estate Planning. Santa Fe, NM,  Las Vegas, NV;  2007.

 

Security Life of Denver and ReliaStar  (ING Companies) - National and Regional Conferences for Top Financial Planners. Six speaking engagements covering estate planning for high net worth families, generation skipping transfer tax-exempt irrevocable life insurance trusts, GRATs, and split-dollar. 1999 – 2005, Baltimore, MD, Pebble Beach, CA, Denver, CO, Minneapolis, MN.

 

New York Life –  Conferences for Top Advisers. Approximately  Six speaking engagements on topics related to sophisticated estate planning, irrevocable life insurance trusts, business succession planning, and tax law. New York, NY, Boston, MA, Orlando, FL, 1998-2002.

 

Maryland Society of CPAs. Topic: Qualified Personal Residence Trusts. Bethesda, MD, 1998.

 

Maryland Society of CPAs. Topic: Generation Skipping Transfer Tax Planning. Bethesda, MD, 1997.

 

Maryland Society of Financial Service Professionals. Topic: Tax Planning for the Family Owned Business. Bethesda, MD, 1995.