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Bruce Darrell Steiner
About Bruce
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New Jersey for 47 years
State: New Jersey
Acquired: 1978
No misconduct found
Licensed in Florida for 47 years
State: Florida
Acquired: 1978
No misconduct found
Licensed in New York for 49 years
State: New York
Acquired: 1976
No misconduct found
Location
Law Offices of Bruce Darrell Steiner
551 5th Ave, New York, NY, 10176-0001
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Bruce Darrell Steiner's Reviews
Showing 1 - 1 of 1 client review from Avvo
Posted by Michael Goitein | March 9, 2016 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
Knowledgeable in Three States
I had extensive conversations with Bruce both via email and in person, and he has key knowledge and expertise in the three states that mattered most to our affairs - New York, New Jersey, and Florida. Would very highly recommend him.
Bruce Darrell Steiner's Lawyer Endorsements
"I endorse this lawyer."
Wendy Fein Cooper
Estate planning lawyer
Experience
Honors
1975
Gerald L. Wallace Scholar, New York University School of Law
Work Experience
1987 - Present
Of counsel, Kleinberg, Kaplan, Wolff & Cohen, P.C.
Associations
1976 - Present
American Bar AssociationMember
1976 - Present
New York State Bar AssociationMember
1976 - Present
New York City Bar AssociationMember
Sample of Legal Cases
Tina Schiller Trusts v. Director, Division of Taxation
Refund awarded to taxpayers
Education
1976
New York University School of Law
LL.M - Master of Laws (in Taxation)
1975
University at Buffalo Law School, The State University of New York
JD - Juris Doctor
1972
Cornell University
A.B.
Speaking Engagements
2022
Estates and Probate Section Meeting
State Income Taxation of Trrusts
2018
Tax and estate planning issues in the purchase or sale of a business
Tax and estate planning issues in the purchase or sale of a business
2018
Life Insurance and Retirement Benefits
Trusts as beneficiaries of retirement benefits
2018
Estate Planning Misfires of the Rich and Famous
Estate Planning Misfires of the Rich and Famous
2017
Representing the Buyer or Seller of an Ongoing Business
Tax and estate planning issues in the purchase or sale of a business
2017
Estate Planning Misfires of the Rich and Famous
Estate Planning Misfires of the Rich and Famous
2016
Trusts as Beneficiaries of Retirement Benefits
Trusts as Beneficiaries of Retirement Benefits
2016
Representing Buyers and Sellers of Ongoing Businesses
Tax and Estate Planning Issues in the Purchase and Sale of a Business
2016
61st Annual Estate Planning Seminar
What We Can Learn From the Wills of Famous People
2015
New York State Bar Association Life Insurance and Retirement Benefits
Trusts as beneficiaries of retirement benefits
2015
New York State Bar Association Life Insurance and Retirement Benefits
Roth conversions
2014
NY State Bar Association Annual Meeting
Trusts as Beneficiaries of Retirement Benefits
2014
Leveraging the GST Exemption: An Alternative to Portability Planning
Leveraging the GST Exemption: An Alternative to Portability Planning
2014
Estate Planning for Real Estate Owners
Estate Planning for Real Estate Owners
2013
Tax and Estate Planning Under the American Taxpayer Relief Act of 2012
Tax and Estate Planning Under the American Taxpayer Relief Act of 2012
2012
Dealing With Your Client's Retirement Assets
Required Minimum Distribution Rules; Planning With Trusts
2009
What's New in Estate Planning
What's New in Estate Planning
2009
Buy-Sell Agreements
Buy-Sell Agreements
2008
Planning for Retirement Benefits
Planning for Retirement Benefits
2007
57th Semi-Annual Tax & Estate Planning Forum
State Taxation of Estates and Trusts
Publications
2021
Trusts & Estates
New Laws Implemented and Clarified
2021
Trusts & Estates
The SECURE Act -- One Year Later (co-authored with Denise Appleby)
2020
2020
Trusts & Estates
Charitable Remainder Trusts Replicate the Stretch for IRAs
2019
Trusts & Estates
Protecting Against Elder Financial Abuse
2019
2019
Trusts & Estates
Decanting Trusts to Remove Unwanted Beneficiaries
2018
2018
Trusts & Estates
Tax Reform Opens a Window for Roth Conversions
2016
Philadelphia Bar Association Probate and Trust Law Section Newsletter
Lessons From Prince's Lack of a Will
2015
2015
Trusts & Estates
Swap Powers (co-authored with Martin M. Shenkman)
2014
2014
2014
Trusts & Estates
The Tax Increase Prevention Act Extends QCDs for 2014
2014
Trusts & Estates
IRS Expands Transitional Relief From Limitations on Rollovers
2013
Trusts & Estates
IRS Rules "No Problem" If IRA Trust Runs Out Of Beneficiaries
2013
2013
Trusts & Estates
Using Portability for Retirement Benefits
2013
Trusts & Estates
Roth Conversions are More Attractive Under ATRA
2012
BNA Tax Management Estates, Gifts & Trusts Journal
Gift-Splitting Where the Spouse is a Beneficiary
2012
2012
Trusts & Estates
Post-Mortem Action Can Limit Class of Beneficiaries
2011
Trusts & Estates
Restorative Payments
2011
CCH Practitioner's Strategies
Practical Guidance on 2010 Carryover Basis (co-authored with Martin M. Shenkman)
2010
Trusts & Estates
Using Trust to Protect Benefits from Beneficiaries' Creditors
2009
Trusts & Estates
Before Setting Up a Trusteed IRA
2008
Trusts & Estates
Ten Common Errors
2007
Trusts & Estates
Restorative Payments
2005
Trusts & Estates
The Accidentially Perfect Nongrantor Trust
2004
Estates, Gifts & Trusts Journal
Trusts as Beneficiaries of Retirement Benefits
2003
Estate Planning magazine
Coping With the Decoupling of State Estate Taxes After EGTRRA
2000
Estate Planning magazine
Avoiding a Penalty on Early Distributions from Qualified Plans and IRAs
1997
Estate Planning
Postmortem Strategies to Shift Retirement Benefits to the Spouse
1991
The CPA Journal
Where to Deduct Estate Administration Expenses
1989
WG&L publications
Considering the Alternate Valuation Date Option
1986
Journal of Taxation
Estate Tax Marital Deduction Planning for Alternate Valuation
Languages
English
Activity
Legal Answers