Gerald Joseph Dunworth

Gerald Joseph Dunworth

5.0
Rating: 9.7

Licensed for 47 years

Estate planning Lawyer at New York, NY
Practice Areas: Estate Planning, Tax, Probate, Litigation

665 Fifth Avenue, New York, NY

About Gerald

Biography

Practice Areas

4

Practice Areas

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.

42 years | 3,000 cases

45%
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.

42 years | 300 cases

20%
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.

48 years | 3,000 cases

20%
Litigation 15%

36 years | 100 cases

15%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check

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Licenses

Licensed in New York for 46 years

State: New York

Acquired: 1979

Currently Registered

No misconduct found

Licensed in New Jersey for 47 years

State: New Jersey

Acquired: 1978

Resigned Without Prejudice

No misconduct found

Location

Gibney, Anthony & Flaherty, LLP

665 Fifth Avenue, New York, NY, 10022

Law Offices of Gerald Joseph Dunworth

13 Stonehenge Road, Montclair, NJ, 07043

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Gerald Joseph Dunworth's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

Filter Avvo Reviews (4) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
Star rating
5 stars 4
4 stars 0
3 stars 0
2 stars 0
1 star 0
Practice Areas

Showing 1 - 2 of 2 reviews | General Knowledge

Posted by Andrew | November 30, 2016 | Hired Attorney | Estate Planning

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 CL | February 22, 2013 | Estate Planning

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 gui...dance 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.

See All Client Reviews

Gerald Joseph Dunworth's Lawyer Endorsements

Endorse Gerald
Somair Syed Alam headshot
Somair Alam

Litigation lawyer | 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 lawyer | 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 lawyer | 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 lawyer | 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 lawyer | 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 lawyer | 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 lawyer | 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 lawyer | Apr 04

Relationship: Fellow lawyer in community

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

Michelle P. Biddinger headshot
Michelle Biddinger

Estate planning lawyer | 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 lawyer | Aug 04

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Leo T. McGrath headshot
Leo McGrath

Estate planning lawyer | 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 lawyer | 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!"

View All Endorsements
Linda Anne Amato headshot
Linda Amato

Estate planning lawyer

Mark Shaban Eghrari headshot
Mark Eghrari

Trusts lawyer

Mark T. Coulter headshot
Mark Coulter

Estate planning lawyer

Leo T. McGrath headshot
Leo McGrath

Trusts lawyer

Dan R Morris headshot
Dan Morris

Probate lawyer

Thomas Alan Martin headshot
Thomas Martin

Litigation lawyer

Experience

Rating:  9.7 (Superb)

Honors

2013

AV® Preeminent™ 5.0 out of 5, Martindale-Hubbell

2013

Supurb rating, AVVO

Work Experience

1979 - Present

Partner, Gibney, Anthony & Flaherty, LLP

Associations

2005 - Present

Marist Brothers of Esopus

Chairman of Board

2000 - Present

Palisades Educational Foundation

Trustee

1998 - Present

New York City Bar Association

Elder Law Section

1979 - Present

New York State Bar Association

Trusts and Estates Section

1979 - Present

New Jersey State Bar Association

Member

Sample of Legal Cases

Estate of John Beiter

Decision for surviving spouse

Estate of Alexander

Not decided yet

See More Legal Cases

Education

1979

New York University School of Law

MA - Masters

1978

Fordham University School of Law

JD - Juris Doctor

1970

Niagara University

BS - Bachelor of Science

Speaking Engagements

2011

ACIP's 37th Annual Symposium

Transferring Foreign Executives to US

2010

Webinar

US Residency Issue for Expats

2009

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

2008

Monthly Emergency Room Doctor Meeting

Estate Planning and Asset Protection for Doctors

2007

Annual Doctor Conference

Asset Protection Tools and Concepts

2006

Annual Doctor Conference

Asset Protection Tools and Concepts

2005

Support Group Parents of Children With Disabilities

Legal Tools and Protections for Persons with Disabilities

2004

United Nations Retiree Meeting

US Estate Planning for Multinationals

Publications

2017

2009

Inside the Minds: Strategies For Trusts and Estates in New York Guiding Trusts and Estates Clients through the Forest of Legal and Societal Changes

1994

Languages

English

Activity

Avvo Rating

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