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Gerald Joseph Dunworth

Estate planning Attorney at New York, NY

5.0   4 reviews
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  • State Years
    New York - NY 44 years
    New Jersey - NJ 44 years
  • Licensed for 44 years
    State NY
    Acquired 1979
    Status
    Currently Registered No misconduct found
  • Licensed for 44 years
    State NJ
    Acquired 1978
    Status
    Active No misconduct found

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

Knowledgeable and nice to work with
Andrew
This review is from a person who hired this attorney.
Hired Attorney
Experienced & Compassionate
Margaret
This review is from a person who hired this attorney.
Hired Attorney
Read more reviews

About Gerald

Learn Gerald’s areas of practice.

4
Practice areas
  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.

    39 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.

    39 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.

    45 years, 3,000 cases

  4. Litigation
    15%

    33 years, 100 cases

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.

Contact Gerald

Similar lawyers nearby

Gibney, Anthony & Flaherty, LLP
665 Fifth Avenue
New York, NY, 10022
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Gerald Joseph Dunworth
13 Stonehenge Road
Montclair, NJ, 07043
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Reviews

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5.0 / 5.0
  4 customer reviews
5 Star
 
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4 Star
 
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Posted by Andrew | November 30, 2016
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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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check

Resume

AVVO RATING 9.8 (Superb)

Work Experience

  • Partner
  • Gibney, Anthony & Flaherty, LLP
  • 1979 - Present

Education

  • New York University School of Law
  • MA - Masters
  • 1979
  • Fordham University School of Law
  • JD - Juris Doctor
  • 1978
  • Niagara University
  • BS - Bachelor of Science
  • 1970

Legal Cases

  • Estate of John Beiter
  • Decision for surviving spouse
  • Estate of Alexander
  • Not decided yet

Associations

  • Marist Brothers of Esopus
  • Chairman of Board
  • 2005 - Present
  • Palisades Educational Foundation
  • Trustee
  • 2000 - Present
  • New York City Bar Association
  • Elder Law Section
  • 1998 - Present
  • New York State Bar Association
  • Trusts and Estates Section
  • 1979 - Present
  • New Jersey State Bar Association
  • Member
  • 1979 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • AV® Preeminent™ 5.0 out of 5
  • Martindale-Hubbell
  • 2013
  • Supurb rating
  • AVVO
  • 2013

Publications

View all publications

Speaking Engagements

  • ACIP's 37th Annual Symposium
  • Transferring Foreign Executives to US
  • 2011
  • Webinar
  • US Residency Issue for Expats
  • 2010
  • Parents of Persons with Disabilities
  • Legal Tools and Protections for Persons With Disabilities
  • 2009
  • Global Mobility Seminar: Corporate Trends and Best Practices for International Assignments
  • Emergency Protection Planning for the Migrant Executive
  • 2009
  • Monthly Emergency Room Doctor Meeting
  • Estate Planning and Asset Protection for Doctors
  • 2008
  • Annual Doctor Conference
  • Asset Protection Tools and Concepts
  • 2007
  • Annual Doctor Conference
  • Asset Protection Tools and Concepts
  • 2006
  • Support Group Parents of Children With Disabilities
  • Legal Tools and Protections for Persons with Disabilities
  • 2005
  • United Nations Retiree Meeting
  • US Estate Planning for Multinationals
  • 2004
View all speaking engagements

Attorney endorsements

Received (12)
Given (6)
Endorse Gerald
Somair Syed Alam headshot
Somair Alam
Litigation Attorney | Feb 12
Relationship: Fellow lawyer in community
"An exceptional litigation attorney whose reputation speaks for itself. Highly recommended lawyer."
Stephen Howard Ring headshot
Stephen Ring
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."
Marc Ragovin headshot
Marc Ragovin
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"
S.J. Khalsa headshot
S.J. Khalsa
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."
David L Godfrey headshot
David Godfrey
Estate planning Attorney | Jun 09
Relationship: Worked together on matter
"I have worked with Gerry on multiple matters over almost thirty years and have always found him to be exceptionally qualified."
Linda Anne Amato headshot
Linda Amato
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."
Charles John Mirisola Jr headshot
Charles Mirisola
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."
Christian K. Lassen II headshot
Christian Lassen
Unknown Attorney | Apr 04
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Michelle P. Biddinger headshot
Michelle Biddinger
Estate planning Attorney | Aug 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. They are an expert in the field of estate planning."
David Emmanuel Rosen headshot
David Rosen
Estate planning Attorney | Aug 04
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Leo T. McGrath headshot
Leo McGrath
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."
Michael Davidov headshot
Michael Davidov
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!"
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New York Estate planning Lawyer Gerald Joseph Dunworth
Gerald Joseph Dunworth
Estate planning Attorney
New York, NY
Licensed for 44 years
Free Consultation
View Contact Info