Robert Adler
Estate Administration, Probate, Wills, Trusts, and Related Tax Law
- Biography
Planning your estate or assuring that the estate of a deceased loved one is properly handled are matters of great importance to you. You need the personal attention of an experienced wills, trusts, and estate lawyer.
Robert Adler is a nationally recognized attorney, author and lecturer. He has over 30 years of experience. His legal practice focuses on wills, trusts, estate planning, tax planning, probate and estate administration.
Attorney Adler has written hundreds of articles on estate planning, estate administration, probate and tax planning in professional journals including 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.
We are pleased to assist clients throughout New York State. Learn about our estate planning process: https://www.adlerandadler.com/free-initial-consultation — Learn about our estate administartion process: https://www.adlerandadler.com/estate-administration-process — or call 212-843-4059.
- Practice Areas
- Estate Planning
- Trusts, Wills
- Probate
- Probate Administration
- Tax Law
- Estate Tax Planning, Income Taxes
- Fees
-
Free Consultation
Free initial telephone consultation. Call 212-843-4059 or 646-946-8327.
- Jurisdictions Admitted to Practice
- District of Columbia
- District of Columbia Bar
- Since 1982
-
- Languages
- English:
Spoken, Written
- Professional Experience
- Attorney
- Adler & Adler, PLLC
-
1984 –
Current
- Robert Adler has been providing legal counsel to individuals, families, business owners, and fiduciaries on all aspects of high net worth estate planning, will and trust law, wealth transfer tax law, and estate administration for over 30 years. He is a nationally recognized attorney, author and lecturer. By bringing to bear strong technical expertise in a clearly understood presentation style Robert’s work with his clients is exceptional.
- President
- AUS
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1998 –
2008
- Robert Adler created, developed, and operated AUS (the Advanced Underwriting Service), a subscription based estate and financial planning encyclopedia built for the financial services industry. Subscribed to by thousands of financial advisers AUS was sold to the National Underwriter Company in 2008.
- Education
- American University Washington College of Law
- J.D. (1982) | Law
-
1980
–
1982 -
- State University of New York – Buffalo
- B.A. (1979) | Economics
-
1975
–
1979 - Honors: Phi Beta Kappa
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- Awards
- Top Attorney – Estate Planning
- Avvo
- 2017
- Professional Associations
- New York State Bar Association
-
2005 –
Current - Activities: Trusts and Estates Law Section
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- Publications
- Crummey Powers – Still a Powerful Estate Planning Tool
- ABA Probate & Property Magazine
- January, 2020
- 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 Exchange of Life Insurance Contracts
- New York State Bar Association Trusts & Estates Law Section
- July, 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
- Websites & Blogs
- Contact & Address
- Rate This Lawyer