Jerry is a real pro. Easily explained the complexities of estate planning, gave us clear advice and executed smoothly. Further Jerry is highly responsive and is always reachable making easy to ask that follow up question you inevitably forget. Would recommend him to my family and friends.
Jerry Dunworth has provided excellent counsel for both my mother's and my own estate plans. When my mother was diagnosed with early stage dementia one of the first items that her doctors recommended was that she finalize her estate. Jerry guided her through all steps and made sure that her wishes were executed accurately and that her health, familial and financial needs were carefully considered at every step. Jerry is a consummate professional as well as being very personable and easy to talk to. I hope to work with him for many years to come and will most certainly recommend him to any friends and family who need help with this important stage of life planning.
Assist clients to design and implement an estate plan that best suites his or her goals and objectives and does so efficiently; common tools include Revocable Living Trusts; Wills; Powers of Attorney; Health Care Decision documents; Irrevocable trusts for various purposes including insurance, pension plans and charitable gifts.
Assist clients with the organization and distribution of a decedent's estate; offering Wills for Probate in the local Surrogate's Court; preparing estate and trust accountings; preparing the various Estate Tax Returns and Fiduciary Income Tax Returns; representing spouses claiming their marital share in Right of Elections cases; and compelling executors to account.
Advice to individuals and businesses regarding Federal and State Income and Estate and Gift Tax issues; advice regarding choice of entity in which to efficiently conduct business; advice regarding foreign investmetn in the US including pricing of international transactions; and representation of clients in disputes with the Internal Revenue Service and state agencies.
Hated math in school but still became a tax attorney! Shows how an inspiring professor can influence lives.
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My father was an attorney. I owe everything to him for his help and guidance.
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Lifelong interest in outdoor sports including surfing, hiking, rock climbing and downhill skiing. The beach at Asbury Park (Jersey shore) is my second home. That town has come way back since the troubled 80's and 90's and the days of Bruce Springstein.
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The two years spent as a lieutenant in the Army after college were very valuable to me and I encourage young people to consider serving the country.
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I am the father of 3 girls (now young women) so I am always learning.
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable and nice to work with
Jerry is a real pro. Easily explained the complexities of estate planning, gave us clear advice and executed smoothly. Further Jerry is highly responsive and is always reachable making easy to ask that follow up question you inevitably forget. Would recommend him to my family and friends.
Posted by Margaret | November 29, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Experienced & Compassionate
Jerry Dunworth has provided excellent counsel for both my mother's and my own estate plans. When my mother was diagnosed with early stage dementia one of the first items that her doctors recommended was that she finalize her estate. Jerry guided her through all steps and made sure that her wishes were executed accurately and that her health, familial and financial needs were carefully considered at every step. Jerry is a consummate professional as well as being very personable and easy to talk to. I hope to work with him for many years to come and will most certainly recommend him to any friends and family who need help with this important stage of life planning.
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Posted by Pamela | February 27, 2013
Gerald Joseph Dunworth
Jerry Dunworth handled estate planning (which included a family business) for my parents and handles estate and tax issues for my husband and myself. He handles my parents' estates on their death and made my life considerably easier during a difficult time. He continues to handle estate, trust and tax matters for us. He's an expert in both estate planning and taxes. On the dissolution of the family business, his tax expertise saved my family a considerable amount of money. He has a wonderful personality and makes a client feel at home. His staff is also excellent. I highly recommend him.
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Posted by CL | February 22, 2013
27 years of excellent advice and counsel
Gerald Dunworth has been my personal estate planner and tax attorney since 1986. We have foraged through many difficult issues over the years from complex tax filings to probate and multinational estate tax settlements. Jerry is a competent and thorough professional at all times. His advice and guidance have been completely accurate and reliable over the years we have worked together. I have recommended him to friends, family and business associates many times. I have complete confidence in him and expect we will continue to work together long into the future.
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30 minutes
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AVVO RATING
9.8
(Superb)
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Tax Attorney | Jul 02
Relationship: Worked together on matter
"Jerry was tax counsel on a probate estate and masterfully handled the state and federal filings and payments. I have complete confidence in his wisdom and steady hand."
Trusts Attorney | Jun 15
Relationship: Worked for lawyer
"I practiced law in the same firm as Mr. Dunworth for over 11 years and wholeheartedly endorse him for work in the Trusts/Estates area. Mr. Dunworth possesses expert knowledge in this area and carries himself with the highest degree of professionalism"
Estate planning Attorney | Jun 10
Relationship: Fellow lawyer in community
"Jerry is a great lawyer. I have known him for 20 years and have referred clients to him for whom he has done a great job. I highly recommend him as an estate planning and tax attorney."
Estate planning Attorney | Jun 09
Relationship: Worked together on matter
"Gerald Dunworth is an exceptional estate planning attorney. His breath of knowledge relating to probate, trust administration, succession planning and tax planning is extensive. In addition, he is a pleasure to work with."
Estate planning Attorney | Jun 09
Relationship: Fellow lawyer in community
"I give mywholehearted endorsement for Gerald Dunworth as a premier attorney in the area of Estate Planning/Wills & Trusts. I have referred many clients and friends to Mr. Dunworth's care and he has never disappointed me. My clients frequently call me and rave about Mr. Dunworth's work, professionalism and his great staff. His fees are more than reasonable and He has excellent communication skills. I have never taken a referral fee from Mr. Dunworth and I make my recommendation solely because he is excellent at what he does. He is an competent, kind and terrific attorney and you would be very lucky to retain this man."
Estate planning Attorney | Nov 20
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. I have known Gerry Dunworth for several years. He is an extremely knowledgable and skilled estate planning attorney. I recommend him without reservation. He is a credit to our profession."
Estate planning Attorney | Oct 25
Relationship: Fellow lawyer in community
"I've known Jerry for several years. He has an advanced degree in tax law, and has been a partner at a large firm for many years. We happen to be opposing counsel in a large estate. Jerry is a very competent attorney. I endorse him!"