(212) 843-4059

Looking for a dynamic speaker for your next professional gathering?

 

Noted estate planning attorney, author, and lecturer Robert Adler headlines professional continuing education events for lawyers, CPAs and financial advisers. He also presents programs intended to educate the general public on all things estate planning.

 

By bringing to bear strong technical expertise in a clearly understood presentation style, Adler’s presentations are exceptional.

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A frequent speaker and author, Attorney Adler has written hundreds of articles on estate planning in professional journals such as: AUS, Trusts and Estates Magazine, Estate Planning Magazine, Taxation for Lawyers, Taxation for Accountants, Probate & Property Magazine, The CPA Journal and the Journal of Financial Service Professionals.

 

Adler also created, developed and operated AUS, a 4,000 page subscription based estate and financial planning encyclopedia. Subscribed to by thousands of professional advisers AUS was acquired by the National Underwriter Company.

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Adler consistently receives the highest ratings from program attendees.

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Sample of Publications in Professional Journals Authored by Robert Adler​

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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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Sample of 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, split-dollar, 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 Closely Held Business Owners.  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 Agents. Approximately  6 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.