We have not found any cost information for this lawyer
Robert Jacob Adler
also known as Robert Adler, Robert J. Adler
About Robert
Biography
Robert Adler is a New York Wills, Trusts and Estate Lawyer. He works with clients of all ages, married and single, blended families, multi-generational families, business owners, professionals, corporate executives, and retirees. His client's are local, national and international. By bringing to bear strong technical expertise in a clearly understood presentation style Robert’s work with his clients is exceptional.
The best time to plan your estate is now.
Call Robert Adler today:
30 years of experience
Practice Areas
3
Practice Areas
Fees and Rates
Looking for an attorney? Avvo can help.
Search our directory
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Avvo's live chat agents can help coordinate a consultation with a local attorney.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withLicenses
Licensed in New York for 20 years
State: New York
Acquired: 2005
No misconduct found
Licensed in Maryland for 36 years
State: Maryland
Acquired: 1990
No misconduct found
Licensed in District of Columbia for 43 years
State: District of Columbia
Acquired: 1982
No misconduct found
Location
Adler & Adler, PLLC
641 Lexington Avenue, 14th Floor, New York, NY, 10022
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
Robert Jacob Adler's Reviews
Showing 1 - 3 of 3 client reviews from Avvo
Posted by Mary | July 14, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Incredible Service - better than expected
We are a couple with two young children and finally got around to doing a will. Robert was recommended to us from our financial advisor and we are so happy he did. I couldn't imagine going through this process without the patience and guidance of Mr Adler. He walked us through all of our op...
Posted by Susan | May 9, 2017 | Hired Attorney
This review is from a person who hired this attorney.
The Ultimate Pro, Advocate, Confidante
Hire Robert Adler only if you want the best care imaginable. Adler was extremely diligent in uncovering our needs through caring and insightful conversation. He used those conversations to creatively craft and refine the best plan for us with contingencies -- for now and the longer term. Of specia...
Posted by TN L | December 11, 2016 | Hired Attorney
This review is from a person who hired this attorney.
The best estate planning attorney I could find
After interviewing 10+ attorneys, I was glad to find Mr. Alder. He is one of the few who cares and is willing to help client with his best. His knowledge in depth and prompt response made me fortunate to have his help. Highly recommend him to anyone who looks for any legal help in estate planning! Fo...
Robert Jacob Adler's Lawyer Endorsements
"Robert is absolutely amazing. We practice in the same area and I am blessed to have such a resource in my life. Robert has a way of making extremely sophisticated techniques understandable to his clients. He is a lovely man who is an absolute pleasure to do business with. I wholeheartedly give him my endorsement and recommendation, without any hesitation!!!!"
"Robert is a lawyer's lawyer. In addition to his estate planning practice, he is an educator and a prolific writer. His work has been published in a great many professional journals. He is always looking to expand his knowledge base and improve the way in which things are done and graciously shares his knowledge with his colleagues."
"I endorse Robert. He is a highly skilled attorney that is well respected in the legal community. I've had the pleasure of working with Robert in various capacities. He is very knowledgeable, thorough and an excellent communicator."
"I have known Bob professionally for almost thirty years, and know him to be extremely ethical, competent, and creative. Any client of his will be well cared for."
"I've known Robert Adler for over twenty years. He has extensive knowledge and experience in all aspects of estate planning and related tax law, and is one of the most cogent and creative thinkers I have ever worked with. Any client of his will be in very good hands. I endorse this lawyer's work, with great enthusiasm."
"I endorse this lawyer wholeheartedly. I have known Robert for many years and appreciate his deep knowledge of estate planning, especially on life insurance and related technical aspects of such planning. He has always provided sound advice and has a tremendous understanding of the needs of his clients and the available vehicles to provide the means to benefit those clients' needs and goals. He is a top-notch attorney and person."
"Robert is a highly skilled estate planning attorney who brings a passion to his craft that sets him apart from the competition. Two enthusiastic thumbs up."
Joseph Blaszkow
Personal injury lawyer
Experience
Honors
2015
Avvo Top Lawyer, Avvo
Work Experience
1988 - Present
Attorney, Adler & Adler
Associations
2014 - Present
New York State Bar Association, Elder Law SectionMember
2005 - Present
New York State Bar AssociationMember
2005 - Present
NYSBA Trusts & Estates Law SectionMember
2010 - 2012
Society of Financial Service ProfessionalsEditorial Board-Journal of Financial Service Professionals
Education
1982
American University, Washington College of Law
JD - Juris Doctor
1979
State University of New York at Buffalo
BA - Bachelor of Arts
Speaking Engagements
2018
49TH ANNUAL NEW YORK ESTATE, TAX & FINANCIAL PLANNING CONFERENCE
Estate Tax and Sophisticated Life Insurance Transactions
2017
Sidney Kess 48th Annual New York Estate, Tax & Financial Planning Conference
Estate Planning and Recent Developments
2017
New York State CPA Society / FAE Trust and Estate Taxation Conference
Generation Skipping Transfer Tax Planning
2016
Zicklin School of Business
A Planner’s Guide for life Insurance Strategies
2016
New York Estate, Tax & Financial Planning Conference
Estate Planning
2015
Todorovich Lecture
New York State Estate Tax
2015
Ameritas Advanced Planning Summitt
Practical Estate Planning
2011
AXA - Advisors
Advanced Estate Planning
2010
AXA National Continuing Education Teleconference
Special Needs Trusts
2009
Blue Chip Group Fly-In
The Family Bank
2009
AXA National Continuing Education Teleconference
Understanding the GST Tax
2005
Society of Financial Services Professionals
GST-exempt ILITs
1998
Maryland Society of CPAs
Qualified Personal Residence Trusts
1997
ING / Advanced Tax Planning Institute
Life Insurance Trusts
1995
Society of Financial Service Professionals
Tax Planning for the Family Owned Business
Publications
2024
Probate and Property magazine (ABA)
Fixing Damaged ILITs (Plus a Checklist to Avoid Problems)
2020
ABA Probate & Property Magazine
Crummey Powers - Still a Powerful Estate Planning Tool
2017
The CPA Journal
Lifetime Planning with Life Insurance
2016
The CPA Journal
CPAs' Growing Role in Trust-Owned Life Insurance Planning
2015
New York State Bar Association Trusts and Estates Law Section Newsletter
1035 Exchanges
2011
Wealthcounsel Quarterly
The Family Bank
2011
Probate & Property magazine (ABA)
The Transfer for Value Tax Trap
2010
National Underwriter publication
Deductions for Life Insurance Premium Payments to Welfare Benefit Plan Denied
2010
National Underwriter publication
Planning Early to Lessen the 3.8% Medicare Tax on Investment Income
2010
National Underwriter publication
What Split-interest Strategies Make Sense in a Low Interest Rate Economy?
2010
National Underwriter publication
Potential Pitfalls in IRA Money Movement and Non-Public Investments
2010
National Underwriter publication
Power of Appointment for Future Flexibility
2010
National Underwriter publication
Tax Proposals Target Estate and Gift Tax Valuation Discounts
2010
New York State Bar Association
Income Taxation of Life Insurance
2010
New York State Bar Association publication
Life Insurance Tax Trap: Transfer for Value
2009
National Underwriter Publication
Paying For Retiree Health Benefits
2009
National Underwriter publication
Liberalized IRA to Roth IRA Conversion Rules in 2010
2007
New York Bar Association publication
New I.R.C. Section 101(j) EOLI Rules: Important Planning Considerations
1998
Taxation for Lawyers
Wrong Wording Kills Exclusion for Limited Partnership Interest Gifts
1998
Taxation For Accountants
Private Split Dollar Provides Transfer Tax Savings
1998
Journal of Financial Service Professionals
Credit Shelter Trusts as Potential Purchasers of Life Insurance
1997
Estate Planning Magazine
Life Insurance Trusts and the Generation Skipping Transfer Tax
1996
Trusts & Estates
Beyond Leverage: Split Dollar Funding of the GST Exempt Trust
Languages
English