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Robert Adler

Robert Adler

Adler & Adler, PLLC - We have the know-how you need.
  • Estate Planning, Probate, Tax Law
  • District of Columbia, New York
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Summary

Planning your estate or assuring that the estate of a deceased loved one is properly handled are matters of great importance to you. You need the personal attention of an experienced wills, trusts, and estate lawyer.

Robert Adler is a nationally recognized attorney, author, lecturer, and technical innovator in estate planning. He has over 30 years of experience. His legal practice focuses on wills, trusts, estate planning, tax planning, probate and estate administration.

A frequent speaker and author, attorney Adler has written hundreds of articles on estate planning, estate administration, probate and tax planning in professional journals including Trusts and Estates Magazine, Estate Planning Magazine, Taxation for Lawyers, Taxation for Accountants, Probate & Property Magazine, AUS Advanced Planning, The CPA Journal, and the Journal of Financial Service Professionals.

We are pleased to assist clients throughout New York City, Brooklyn, Queens, Manhattan, Staten Island and the Bronx, as well as Rockland, Westchester, Nassau and Suffolk Counties. Learn about our process: https://www.adlerandadler.com/free-initial-consultation -- or call 212-843-4059.

Practice Areas
  • Estate Planning
  • Probate
  • Tax Law
Fees
  • Free Consultation
    Free initial telephone consultation. To schedule your initial telephone consultation please call 212-843-4059 or text 646-946-8327.
  • Credit Cards Accepted
  • Rates, Retainers and Additional Information
    There is no charge for the initial consultation. In a majority of cases we work on a fixed fee basis. In more complex situations, we may propose work on an hourly basis or a combination of fixed fees and hourly charges.
Jurisdictions Admitted to Practice
District of Columbia
District of Columbia Bar
New York
Languages
  • English: Spoken, Written
Professional Experience
Attorney
Adler & Adler, PLLC
- Current
Robert Adler has been providing legal counsel to individuals, families, business owners, and fiduciaries on all aspects of high net worth estate planning, will and trust law, wealth transfer tax law, and estate administration for over 30 years. He is a nationally recognized attorney, author and lecturer. By bringing to bear strong technical expertise in a clearly understood presentation style Robert’s work with his clients is exceptional.
President
AUS
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Robert Adler created, developed, and operated AUS (the Advanced Underwriting Service), a subscription based estate and financial planning encyclopedia built for the financial services industry. Subscribed to by thousands of financial advisers AUS was sold to the National Underwriter Company in 2008.
Education
American University
J.D. (1982) | Law
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State University of New York - Buffalo
B.A. (1979) | Economics
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Honors: Phi Beta Kappa
Professional Associations
New York State Bar Association
- Current
Activities: Trusts and Estates Law Section
Publications
Articles & Publications
Lifetime Planning with Life Insurance
The CPA Journal
CPA's Growing Role in Trust-Owned Life Insurance Planning
The CPA Journal
Non-Taxable Section 1035 Exchange of Life Insurance Contracts
New York State Bar Association Trusts & Estates Law Section
The Transfer for Value Tax Trap
American Bar Association - Probate & Property Magazine
The Family Bank
Wealth Counsel Quarterly
Potential Pitfalls in IRA Money Movement and Non-Public Investment
National Underwriter
The Effect of Divorce on Life Insurance Beneficiary Designations
National Underwriter
New I.R.C. Section 101(j) EOLI Rules: Important Planning Considerations.
New York State Bar Association T & E Law Section
Speaking Engagements
Generation Skipping Transfer Taxes and Irrevocable Trusts, 48th Annual New York Estate, Tax & Financial Planning Conference, New York, NY
UJA-Federation of New York
Taxation of Life Insurance, Zicklin School of Business - Baruch College, New York, NY
City University of New York - Baruch College
Uses of Life Insurance in Estate Planning, 47th Annual New York Estate, Tax & Financial Planning Conference, New York, NY
UJA-Federation of New York
The "New" York Estate Tax, Todorovich Lecture, Princeton Club, New York City
Society of Financial Service Professionals
Websites & Blogs
Website
Adler & Adler, PLLC
Social Media
Contact & Map
Adler & Adler, PLLC
1180 Avenue of the Americas
8th Floor
New York, NY 10036
USA
Telephone: (212) 843-4059