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Robert Jacob Adler

Robert Jacob Adler

also known as Robert Adler

Practice areas:

Estate Planning

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About Me

I have over 25 years of experience helping clients define their personal estate planning goals and then preparing legal documents that protect them from taxes, expenses, and postmortem chaos.

My practice focuses on wills & trusts, estate planning, wealth transfer tax planning (including sophisticated tax-oriented trusts), integrated estate and business succession planning, charitable giving, and estate administration and probate.

I've created numerous technical advances in estate planning, including the development and operation of onlineAUS (the Advanced Underwriting Service), a subscription based advanced markets encyclopedia built for the life insurance industry covering estate planning, trust law, and tax law. Subscribed to by thousands of financial advisers AUS was acquired by the National Underwriter Company in 2008.

I've written hundreds of articles on estate planning in AUS and other professional journals including Trusts and Estates Magazine, Estate Planning Magazine, Taxation for Lawyers, Taxation for Accountants, Probate & Property Magazine, and the Journal of Financial Service Professionals where I also serve on the editorial board.

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Practice Areas

Licensed since 1982

  1. Estate Planning: 100%

Payment

Fees:

Fixed (Always)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

6 total 

  • Mark Brian Baer

    Robert is a lawyer's lawyer. In addition to his estate planning practice, he is an educator and a prolific writer. His work has been published in a great many professional journals. He is always looking to expand his knowledge base and improve the way in which things are done and graciously shares his knowledge with his colleagues.

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    Mark Baer Family Attorney
    Relationship: Fellow lawyer in community

  • Richard Alexander Walker Jr.

    I endorse Robert. He is a highly skilled attorney that is well respected in the legal community. I've had the pleasure of working with Robert in various capacities. He is very knowledgeable, thorough and an excellent communicator.

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    Richard Walker
    Relationship: Worked for lawyer

Contact Info

Adler & Adler

800 Westchester Ave
Suite N-641
Rye Brook, NY, 10573

Resume

License

StateStatusAcquiredUpdated
NYDue to reregister within 30 days of birthday 200503/13/2015
MDActive199008/09/2013
DCInactive 198205/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Work Experience

TitleCompany NameDuration
AttorneyAdler & Adler1988 - Present

Associations

Association NamePosition NameDuration
New York State Bar AssociationN/A2005 - Present

Publications

Publication NameTitleDate
New York State Bar Association Trusts and Estates Law Section Newsletter1035 Exchanges2015
Probate & Property magazine (ABA)The Transfer for Value Tax Trap2011
Wealthcounsel QuarterlyThe Family Bank2011
National Underwriter publicationDeductions for Life Insurance Premium Payments to Welfare Benefit Plan Denied2010
National Underwriter publicationPotential Pitfalls in IRA Money Movement and Non-Public Investments2010
National Underwriter publicationTax Proposals Target Estate and Gift Tax Valuation Discounts2010
National Underwriter publicationPlanning Early to Lessen the 3.8% Medicare Tax on Investment Income2010
New York State Bar AssociationThe Transfer for Value Tax Trap2010
National Underwriter publicationWhat Split-interest Strategies Make Sense in a Low Interest Rate Economy?2010
National Underwriter publicationPower of Appointment for Future Flexibility2010
National Underwriter PublicationPaying For Retiree Health Benefits2009
National Underwriter publicationLiberalized IRA to Roth IRA Conversion Rules in 20102009
New York Bar Association publicationNew I.R.C. Section 101(j) EOLI Rules: Important Planning Considerations2007
Journal of Financial Service ProfessionalsCredit Shelter Trusts as Potential Purchasers of Life Insurance1998
Taxation For AccountantsPrivate Split Dollar Provides Transfer Tax Savings1998
Taxation for LawyersWrong Wording Kills Exclusion for Limited Partnership Interest Gifts1998
Estate Planning MagazineLife Insurance Trusts and the Generation Skipping Transfer Tax1997
Trusts & EstatesBeyond Leverage: Split Dollar Funding of the GST Exempt Trust1996

Education

School NameMajorDegreeGraduated
American University, Washington College of LawLawJD - Juris Doctor1982
State University of New York at BuffaloEconomicsBA - Bachelor of Arts1979

Speaking Engagements

Conference NameTitleDate
Todorovich LectureNew York State Estate Tax2015
Ameritas Advanced Planning SummittPractical Estate Planning2015
AXA - AdvisorsAdvanced Estate Planning2011
AXA National Continuing Education TeleconferenceSpecial Needs Trusts2010
Blue Chip Group Fly-InThe Family Bank2009
AXA National Continuing Education TeleconferenceUnderstanding the GST Tax2009
Society of Financial Services ProfessionalsGST-exempt ILITs2005
Society of Financial Service ProfessionalsTax Planning for the Family Owned BusinessN/A
Maryland Society of CPAsQualified Personal Residence TrustsN/A
Kaplan Continuing EducationBusiness Succession PlanningN/A
ING / Advanced Tax Planning InstituteLife Insurance TrustsN/A