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Professional Biography |
John
devotes his time to general trust and estate practice with
an emphasis on estate administration, an area to which he
brings many years of experience. John also donates his time
and estate planning expertise to assist persons with Multiple
Sclerosis. He also served as an officer in the Adjutant General
Corps of the U. S. Army and as a Foreign Service Officer for
the U.S. Department of State. |
Areas of Experience |
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Estate and Trust
Administration, including after-death planning to
minimize estate, gift, fiduciary and generation-skipping
taxes |
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Estate Planning
and Drafting of Wills and Trust Agreements |
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Significant Matters and Transactions: |
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John frequently
represents estates before the Internal Revenue Service
and the New York State Tax Commission, which representation
has often resulted in substantial reductions in Federal
and New York estate taxes. In one instance, such representation
led to the filing of a petition in the U. S. Tax Court,
which proceeding was eventually settled in the taxpayer’s
favor, saving many million of dollars in estate taxes.
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John often brings
proceedings in the Surrogate’s Court regarding
Wills and Trust Agreements. In one instance he successfully
brought a proceeding to interpret and reform a Will
so as to preserve large charitable deductions for
the estate thereby significantly reducing estate taxes.
John often finds that careful planning after death
can reduce and sometimes even eliminate estate taxes.
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Professional and Community Involvement: |
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Education: |
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Admitted to Practice:
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New York
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United States Tax
Court |
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United States Supreme
Court
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