Robert Adler

New York City, New York
Experience: 35 years
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About Robert Adler

If you are the named executor in a will heading into the probate process, your choice of lawyer is important. Robert Adler provides efficient and comprehensive representation. Robert is a nationally recognized New York estates, trusts, and probate lawyer with over 30 years of experience helping individuals, families, and business owners create wills and trusts, design comprehensive estate plans, protect assets, reduce taxes, and probate estates.Adler & Adler, PLLC is pleased to assist clients throughout New York City, Brooklyn, Queens, Manhattan, Staten Island and the Bronx, as well as Rockland, Westchester, Nassau and Suffolk Counties. Robert Adler can be reached at 212-843-4059.

Practice Areas

  • Estate Planning
  • Probate

Fees

  • Free ConsultationFree initial telephone consultation. To schedule your initial telephone consultation please call 646-946-8327.
  • Credit Cards Accepted
  • Rates, Retainers and Additional InformationWe work on a fixed fee and hourly basis.

Jurisdictions Admitted to Practice

  • DCSince 1982
  • New YorkSince 2005

Professional Experience

  • Attorney Adler & Adler, PLLC 1984 - Current Estate Planning - Wills and Trusts - Probate - Estate Tax Planning - Business Succession Planning - Buy-Sell Agreements - Wealth Transfer Planning - Asset Protection - Estate Administration

Education

  • American University J.D. (1982) | Law 1980 - 1982
  • State University of New York - Buffalo B.A. (1979) | Economics 1975 - 1979Honors: Phi Beta Kappa

Awards

  • Top Attorney - Estate Planning Avvo 2017

Articles & Publications

  • CPA's Growing Role in Trust-Owned Life Insurance Planning The CPA Journal September, 2016
  • Non-Taxable Section 1035 Exchange of Life Insurance Contracts New York State Bar Association Trusts & Estates Law Section July 1, 2015
  • The Transfer for Value Tax Trap American Bar Association - Probate & Property Magazine November, 2011
  • The Family Bank Wealth Counsel Quarterly July, 2011
  • Potential Pitfalls in IRA Money Movement and Non-Public Investment National Underwriter August, 2010
  • The Effect of Divorce on Life Insurance Beneficiary Designations National Underwriter August, 2010
  • New I.R.C. Section 101(j) EOLI Rules: Important Planning Considerations. New York State Bar Association T & E Law Section October, 2007

Speaking Engagements

  • Generation Skipping Transfer Taxes and Irrevocable Trusts 48th Annual New York Estate, Tax & Financial Planning Conference, New York, NY September 27, 2017 UJA-Federation of New York
  • Taxation of Life Insurance Zicklin School of Business - Baruch College, New York, NY October 31, 2016 City University of New York - Baruch College
  • Uses of Life Insurance in Estate Planning 47th Annual New York Estate, Tax & Financial Planning Conference, New York, NY September 21, 2016 UJA-Federation of New York
  • The "New" York Estate Tax Todorovich Lecture, Princeton Club, New York City February 27, 2015 Society of Financial Service Professionals

Address

1180 Avenue of the Americas
8th Floor New York
New York City, NY 10036 USA

Telephone: (212) 843-4059
Fax:

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