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Practice areas


  1. Tax: 40%
  2. Estate Planning: 30%
  3. Trusts: 15%
  4. Probate: 15%


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Contact info

551 5th Ave
New York, NY, 10176-0001


FLMember in Good Standing197809/08/2015
NYCurrently registered 197603/13/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Gerald L. Wallace ScholarNew York University School of Law1975
Work experience
TitleCompany nameDuration
Of counselKleinberg, Kaplan, Wolff & Cohen, P.C.1987 - Present
Association namePosition nameDuration
American Bar AssociationMember1976 - Present
New York State Bar AssociationMember1976 - Present
New York City Bar AssociationMember1976 - Present
Legal cases
Case nameOutcome
Tina Schiller Trusts v. Director, Division of TaxationRefund awarded to taxpayers
See all legal cases 
Publication nameTitleDate
Trusts & EstatesThe Tax Increase Prevention Act Extends QCDs for 20142014
CCH CPA Client Advisor LibraryEstate Planning in a Decoupled State Post-ATRA for Married Clients Under the Federal Exclusion Amount (co-authored with Martin M. Shenkman, Richard H. Greenberg and Glenn A. Henkel)2014
Trusts & EstatesFiscal Year 2015 Revenue Proposals Affecting Retirement Plans and IRAs2014
Trusts & EstatesIRS Expands Transitional Relief From Limitations on Rollovers2014
Trusts & EstatesIRS Rules "No Problem" If IRA Trust Runs Out Of Beneficiaries2013
Trusts & EstatesRoth Conversions are More Attractive Under ATRA2013
Trusts & EstatesUsing Portability for Retirement Benefits2013
Trusts & EstatesEstate Planning in Decoupled States Post-ATRA (co-authored with Martin M. Shenkman)2013
Trusts & EstatesBeware of the Reciprocal Trust Doctrine (co-authored with Martin M. Shenkman)2012
Trusts & EstatesPost-Mortem Action Can Limit Class of Beneficiaries2012
BNA Tax Management Estates, Gifts & Trusts JournalGift-Splitting Where the Spouse is a Beneficiary2012
Trusts & EstatesRestorative Payments2011
CCH Practitioner's StrategiesPractical Guidance on 2010 Carryover Basis (co-authored with Martin M. Shenkman)2011
Trusts & EstatesUsing Trust to Protect Benefits from Beneficiaries' Creditors2010
Trusts & EstatesBefore Setting Up a Trusteed IRA2009
Trusts & EstatesTen Common Errors2008
Trusts & EstatesRestorative Payments2007
Trusts & EstatesThe Accidentially Perfect Nongrantor Trust2005
Estates, Gifts & Trusts JournalTrusts as Beneficiaries of Retirement Benefits2004
Estate Planning magazineCoping With the Decoupling of State Estate Taxes After EGTRRA2003
Estate Planning magazineAvoiding a Penalty on Early Distributions from Qualified Plans and IRAs2000
Estate PlanningPostmortem Strategies to Shift Retirement Benefits to the Spouse1997
The CPA JournalWhere to Deduct Estate Administration Expenses1991
WG&L publicationsConsidering the Alternate Valuation Date Option1989
Journal of TaxationEstate Tax Marital Deduction Planning for Alternate Valuation1986
School nameMajorDegreeGraduated
New York University School of LawN/ALL.M - Master of Laws (in Taxation)1976
University at Buffalo Law School, The State University of New YorkLawJD - Juris Doctor1975
Cornell UniversityGovernmentA.B.1972
Speaking engagements
Conference nameTitleDate
NY State Bar Association Annual MeetingTrusts as Beneficiaries of Retirement Benefits2014
Leveraging the GST Exemption: An Alternative to Portability PlanningLeveraging the GST Exemption: An Alternative to Portability Planning2014
Estate Planning for Real Estate OwnersEstate Planning for Real Estate Owners2014
Tax and Estate Planning Under the American Taxpayer Relief Act of 2012Tax and Estate Planning Under the American Taxpayer Relief Act of 20122013
Dealing With Your Client's Retirement AssetsRequired Minimum Distribution Rules; Planning With Trusts2012
What's New in Estate PlanningWhat's New in Estate Planning2009
Buy-Sell AgreementsBuy-Sell Agreements2009
Planning for Retirement BenefitsPlanning for Retirement Benefits2008
57th Semi-Annual Tax & Estate Planning ForumState Taxation of Estates and Trusts2007