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Helping Clients With Estate Plans And Surrogate Court Matters For Over 30 Years. Call Today!
|NY||Due to reregister within 30 days of birthday||1979||07/10/2016|
|Award name||Grantor||Date granted|
|AV® Preeminent™ 5.0 out of 5||Martindale-Hubbell||2013|
|Partner||Gibney, Anthony & Flaherty, LLP||1979 - Present|
|Association name||Position name||Duration|
|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|
|Estate of John Beiter||Decision for surviving spouse|
|Estate of Alexander||Not decided yet|
|See all legal cases|
|Practical Law Private Client Global Guide||Executive Transfers to the United States: Planning and Avoiding Pitfalls||2017|
|Inside the Minds: Strategies For Trusts and Estates in New York||Guiding Trusts and Estates Clients through the Forest of Legal and Societal Changes||2009|
|martindale.com Legal Library||IRS Issues Surprise Revisions to Proposed IRA Regulations||2003|
|Bankruptcy Developments Journalter||Executive Compensation: Blind Spots in Tax Planning for Expats||1994|
|New York University School of Law||Taxation||MA - Masters||1979|
|Fordham University School of Law||Law||JD - Juris Doctor||1978|
|Niagara University||Transportation||BS - Bachelor of Science||1970|
|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|
Posted by Andrew
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
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.
Posted by Pamela
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.