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Gerald Joseph Dunworth

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About Gerald

Attorney Advertising. 

Hated math in school but still became a tax attorney!  Shows how  an inspiring professor can influence lives.

 

My father was an attorney.  I owe everything to him for his help and guidance.

 

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.

 

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.

 

I am the father of 3 girls (now young women) so I am always learning.

Practice areas

LitigationTaxProbateEstate planning
  1. Estate planning: 45%

    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.

    35 years, 3,000 cases

  2. Probate: 20%

    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.

    35 years, 300 cases

  3. Tax: 20%

    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.

    41 years, 3,000 cases

  4. Litigation: 15%

    29 years, 100 cases

Languages spoken

English

Contact

665 Fifth Avenue
address map

Gibney, Anthony & Flaherty, LLP

665 Fifth Avenue
New York, NY, 10022

Website

13 Stonehenge Road
Montclair, NJ, 07043

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Resume

License
StateStatusAcquiredUpdated
NYCurrently registered 197907/11/2019
NJActive197804/11/2019
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers2
Legal guides0
Awards
Award nameGrantorDate granted
AV® Preeminent™ 5.0 out of 5Martindale-Hubbell2013
Supurb ratingAVVO2013
Work Experience
TitleCompany nameDuration
PartnerGibney, Anthony & Flaherty, LLP1979 - Present
Associations
Association namePosition nameDuration
Marist Brothers of EsopusChairman of Board2005 - Present
Palisades Educational FoundationTrustee2000 - Present
New York City Bar AssociationElder Law Section1998 - Present
New York State Bar AssociationTrusts and Estates Section1979 - Present
New Jersey State Bar AssociationMember1979 - Present
Publications
Publication nameTitleDate
Practical Law Private Client Global GuideExecutive Transfers to the United States: Planning and Avoiding Pitfalls2017
Inside the Minds: Strategies For Trusts and Estates in New YorkGuiding Trusts and Estates Clients through the Forest of Legal and Societal Changes2009
martindale.com Legal LibraryIRS Issues Surprise Revisions to Proposed IRA Regulations2003
Bankruptcy Developments JournalterExecutive Compensation: Blind Spots in Tax Planning for Expats1994
Education
School nameDegreeGraduated
New York University School of LawMA - Masters1979
Fordham University School of LawJD - Juris Doctor1978
Niagara UniversityBS - Bachelor of Science1970
Speaking Engagements
Conference nameTitleDate
ACIP's 37th Annual SymposiumTransferring Foreign Executives to US2011
WebinarUS Residency Issue for Expats2010
Parents of Persons with DisabilitiesLegal Tools and Protections for Persons With Disabilities2009
Global Mobility Seminar: Corporate Trends and Best Practices for International AssignmentsEmergency Protection Planning for the Migrant Executive2009
Monthly Emergency Room Doctor MeetingEstate Planning and Asset Protection for Doctors2008
Annual Doctor ConferenceAsset Protection Tools and Concepts2007
Annual Doctor ConferenceAsset Protection Tools and Concepts2006
Support Group Parents of Children With DisabilitiesLegal Tools and Protections for Persons with Disabilities2005
United Nations Retiree MeetingUS Estate Planning for Multinationals2004
Legal cases
Case nameOutcome
Estate of John BeiterDecision for surviving spouse
Estate of AlexanderNot decided yet

Reviews

(4)
5 Star
100%
4 Star
0%
3 Star
0%
2 Star
0%
1 Star
0%
Review Gerald Dunworth

Knowledgeable and nice to work with

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Experienced & Compassionate

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney
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Attorney endorsements

(12)
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Somair Alam, General practice Attorney on Feb 13, 2017
Relationship: Fellow lawyer in community

An exceptional litigation attorney whose reputation speaks for itself. Highly recommended lawyer.

Stephen Ring, Consumer protection Attorney on Jul 3, 2015
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.

Marc Ragovin

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

S.J. Khalsa, Trusts Attorney on Jun 10, 2015
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.

David Godfrey

I have worked with Gerry on multiple matters over almost thirty years and have always found him to be exceptionally qualified.

Linda Amato, Trusts Attorney on Jun 9, 2015
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.

Charles Mirisola, Personal injury Attorney on Jun 9, 2015
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.

Christian Lassen, Life insurance Attorney on Apr 4, 2014
Relationship: Fellow lawyer in community

Top-notch attorney. Highly respected in the legal community.

Michelle Biddinger, Elder law Attorney on Aug 7, 2013
Relationship: Fellow lawyer in community

I endorse this lawyer. They are an expert in the field of estate planning.

David Rosen, Estate planning Attorney on Aug 4, 2013
Relationship: Fellow lawyer in community

I endorse this lawyer.

Leo McGrath, Trusts Attorney on Nov 20, 2009
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.

Michael Davidov, Estate planning Attorney on Oct 26, 2009
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!

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