For a consultation call (646) 946-8327

New York wills lawyer

Robert J. Adler

Attorney at Law

Leader in the field.

30 years experience.

Estate Planning Lawyer

Protecting yourself and your family is just a phone call away.

212-843-4059

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.

Put a leader in the field to work for you.

 

New York wills, trusts, estate planning, estate administration and probate lawyer Robert Adler is a leader in the field. 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

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.

Robert J. Adler,

Attorney at Law

ADLER & ADLER,PLLC

Wills, Trusts, Estates & Private Client Services

30 years of

EXPERIENCE

Office: 212-843-4059

Estate Attorney, Wills and Trusts

Direct: 646-946-8327

1180 6th Avenue

8th Floor

New York, New York 10036

We also see clients in Westchester (White Plains)  

and Long Island (Garden City). 

Serving New York including (but not limited to): 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; Putnam County; Dutchess County; and Northern  New Jersey.

​​​​ © 2019 Adler & Adler, PLLC - Attorney Advertising.  The content on this site does not constitute legal advice. There is no attorney-client relationship created through the presentation of this website or your sending us any information about your activities or needs. The commencement of an attorney-client relationship requires  our mutual written agreement on terms of engagement.