top of page

Wills and Trusts, Estate Planning, Tax Law, and Estate Administration. 

​

Robert Adler, Esq. works with clients of all ages, married and single, blended families, multi-generational families, business owners, professionals, entrepreneurs, corporate executives, and retirees. Adler's clients are local, national and international.  See what clients say.

Services to Meet Your Unique Needs

About Wills and Trusts

 

Your Will is a legal document by which you designate the persons who will receive the assets you own. A Will is also the document used to appoint legal guardians for your minor children. Contact Robert Adler, a New York estate planning lawyer to determine what you need in your Will and how you can make your wishes clear. He's got you covered from basic wills and trusts to the most sophisticated estate planning strategies designed to protect your beneficiaries and assets.

​

One of the basic purposes of most trusts is protection. It may be the protection of a spouse, child, parent or dependent that is desired. It may be the protection of a beneficiary against his or her own possible errors of judgment in the management of the trust property. Trusts can also be used to reduce New York State Estate Tax and Federal Estate Tax. Trusts also play an important role in planning for families with children from previous relationships.

Probate and Estate Administration

 

If you’ve recently lost a loved one, or are helping someone who has, we know this is a challenging time. Robert Adler is here to help you with estate administration, New York probate and the inheritance process. He guides executors and beneficiaries through the probate and estate administration process, assists them in the transfer of assets and resolution of claims, as well as implementing the decedent’s estate plan.

Estate Tax and Gift Tax

 

While virtually every American is familiar with the federal income tax, the U.S. Internal Revenue Code contains another system of taxation related to individual wealth: the taxation of the passage of wealth through gratuitous transfers of property by individuals. This overall area of federal taxation is embodied in three separate, but interrelated “taxes”: the estate tax, the gift tax, and the generation skipping transfer tax.  For wealthy families who are affected, these taxes can be significant, and their ultimate impact can often be reduced by careful planning.

​

​

Prenuptial Agreements

 

A prenuptial agreement is a contract between two people. It specifies the assets and liabilities that each party brings to the marriage and determines what each party's property rights will be in the event of divorce. Prenuptial agreements also play a role in determining marital property rights after the death of a spouse.

​

Couples who do opt for a prenuptial agreement usually do so for one or more of the following reasons. If any of these circumstances apply to you a prenuptial agreement may be advisable.

​​

  • You Are Significantly Wealthier than Your Spouse  -- A prenuptial agreement can protect your existing wealth.​

  • You Earn Significantly More than Your Spouse -- In many states, a prenup can be used to limit the amount of spousal support (alimony) that is payable following a divorce. It should be noted, however, that if a judge considers your spousal support arrangements to be punitive or unfair they can can be thrown out by the court.

  • You are Remarrying -- Without a valid prenuptial agreement in place your children from a previous marriage may not be provided for according to your wishes.

  • Your Estate Planning Requires It -- A prenuptial agreement can ensure, that following your death, your assets will be distributed according to your wishes and not subject to default state property and marital laws that automatically earmark certain amounts to a surviving spouse.

 

Deciding you want a prenuptial agreement doesn't mean that you do not love your partner or that your planning for the day that you will want to leave them. Prenuptial agreements are simply financial management and estate planning tools designed to protect you and your spouse, and by extension your family.

​

Clarity begins with a conversation. Call:  212-843-4059 or 646-946-8327

bottom of page