Plan large and complex estates to minimize estate and gift taxes
Provide administration of estates and trusts
Represent and advise clients involved in federal estate tax audits and appellate proceedings in controversial cases involving valuation of businesses, fine arts, and other unique assets
Obtain Internal Revenue Service rulings in estate, gift and generation-skipping tax matters
Advise and structure business succession and asset protection strategies
Create offshore trusts and counsel on multi-national tax issues
Supervise and structure investment portfolios for trusts and family accounts, monitor performance and serve as liaison between client's accountants and investment advisors
Represent both public and private foundations, and structure charitable gifts to accomplish client's philanthropic goals
Supervise major contributions used to: establish departments at leading hospitals; fund construction of buildings at universities; and create endowments and scholarship funds both in the U.S. and abroad
Represent
High net-worth individuals and families in their business and personal matters
Clients in contested probate and accounting proceedings in the Surrogate's Court
Clients' estates and trusts and act as executor and trustee
Clients in the negotiation and preparation of pre-nuptial, post-nuptial and separation agreements
Private and public charitable foundations
Bar Admissions
New York; U.S. District Court, Southern District of New York; U.S. Tax Court; U.S. Court of Federal Claims
Legal Career
Joined Golenbock Eiseman Assor Bell & Peskoe LLP in 1995 after more than 25 years as a partner of the firm of Weitzner, Levine, Hamburg & Chill
Author/Speaker
Frequent writer and speaker on estate planning subjects
Professional Activities & Associations
Member, Trusts and Estates Sections of the New York State Bar Association and the Association of the Bar of the City of New York
Education
J. D., Cornell Law School (1964), recipient of the Federal Bar Association Award for academic excellence