Review: 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 special note is Rob's business acumen, having been an entrepreneur serving the needs of the trust and estate sector as a whole -- a true "professional's professional". Needless to say, he has the highest integrity, with meticulous due diligence.
Probate & Estate Administration: If you’ve recently lost a loved one, or are helping someone who has, we know this is a challenging time. We are here to help you with estate administration and the inheritance process.
Estate Planning: No one likes to think about estate planning. That's why many families are caught off guard and vulnerable when incapacity or death occurs.
Are you concerned about:
• Protecting your assets from creditors and taxes?
• Managing your assets and resources if you become incapacitated?
• Avoiding probate?
• Passing an inheritance on to your family?
• Preventing chaos and dispute among your heirs about their inheritance?
• Protecting your children’s inheritance from their divorces, creditors and predators?
Don’t wait. The best time to plan your estate is now.
|Award name||Grantor||Date granted|
|Top Attorney - Estate Planning||Avvo||2015|
|Attorney||Adler & Adler||1988 - Present|
|Association name||Position name||Duration|
|New York State Bar Association, Elder Law Section||Member||2014 - Present|
|New York State Bar Association||Member||2005 - Present|
|NYSBA Trusts & Estates Law Section||Member||2005 - Present|
|Society of Financial Service Professionals||Editorial Board-Journal of Financial Service Professionals||2010 - 2016|
|ABA Probate & Property Magazine||Crummey Powers - Still a Powerful Estate Planning Tool||2020|
|The CPA Journal||Lifetime Planning with Life Insurance||2017|
|The CPA Journal||CPAs' Growing Role in Trust-Owned Life Insurance Planning||2016|
|New York State Bar Association Trusts and Estates Law Section Newsletter||1035 Exchanges||2015|
|Probate & Property magazine (ABA)||The Transfer for Value Tax Trap||2011|
|Wealthcounsel Quarterly||The Family Bank||2011|
|National Underwriter publication||Deductions for Life Insurance Premium Payments to Welfare Benefit Plan Denied||2010|
|National Underwriter publication||Potential Pitfalls in IRA Money Movement and Non-Public Investments||2010|
|National Underwriter publication||Tax Proposals Target Estate and Gift Tax Valuation Discounts||2010|
|National Underwriter publication||Planning Early to Lessen the 3.8% Medicare Tax on Investment Income||2010|
|New York State Bar Association||Income Taxation of Life Insurance||2010|
|National Underwriter publication||What Split-interest Strategies Make Sense in a Low Interest Rate Economy?||2010|
|National Underwriter publication||Power of Appointment for Future Flexibility||2010|
|New York State Bar Association publication||Life Insurance Tax Trap: Transfer for Value||2010|
|National Underwriter Publication||Paying For Retiree Health Benefits||2009|
|National Underwriter publication||Liberalized IRA to Roth IRA Conversion Rules in 2010||2009|
|New York Bar Association publication||New I.R.C. Section 101(j) EOLI Rules: Important Planning Considerations||2007|
|Journal of Financial Service Professionals||Credit Shelter Trusts as Potential Purchasers of Life Insurance||1998|
|Taxation For Accountants||Private Split Dollar Provides Transfer Tax Savings||1998|
|Taxation for Lawyers||Wrong Wording Kills Exclusion for Limited Partnership Interest Gifts||1998|
|Estate Planning Magazine||Life Insurance Trusts and the Generation Skipping Transfer Tax||1997|
|Trusts & Estates||Beyond Leverage: Split Dollar Funding of the GST Exempt Trust||1996|
|American University, Washington College of Law||JD - Juris Doctor||1982|
|State University of New York at Buffalo||BA - Bachelor of Arts||1979|
|49TH ANNUAL NEW YORK ESTATE, TAX & FINANCIAL PLANNING CONFERENCE||Estate Tax and Sophisticated Life Insurance Transactions||2018|
|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||2017|
|Zicklin School of Business||A Planner’s Guide for life Insurance Strategies||2016|
|New York Estate, Tax & Financial Planning Conference||Estate Planning||2016|
|Ameritas Advanced Planning Summitt||Practical Estate Planning||2015|
|Todorovich Lecture||New York State Estate Tax||2015|
|AXA - Advisors||Advanced Estate Planning||2011|
|AXA National Continuing Education Teleconference||Special Needs Trusts||2010|
|Blue Chip Group Fly-In||The Family Bank||2009|
|AXA National Continuing Education Teleconference||Understanding the GST Tax||2009|
|Society of Financial Services Professionals||GST-exempt ILITs||2005|
|Maryland Society of CPAs||Qualified Personal Residence Trusts||1998|
|ING / Advanced Tax Planning Institute||Life Insurance Trusts||1997|
|Society of Financial Service Professionals||Tax Planning for the Family Owned Business||1995|
Posted by Mary
Fri Jul 14 2017
Posted by Susan
Tue May 09 2017
Posted by TN L
Sun Dec 11 2016
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