About

Adam Jay Gottlieb is a notably experienced attorney in Farmingdale, New York, that specialize in wills, trusts, property planning, tax planning, and more. Learn greater approximately his background and expertise below. Adam Jay Gottlieb is a skilled attorney based in Farmingdale, New York, with a focal point on wills, trusts, estate planning, tax planning, and generation-skipping switch making plans for high net-well worth households. In addition to his knowledge in elder law making plans, Adam also affords guidance to fiduciaries in estate and trust management, together with the preparation of property and present tax returns. He is well-versed in representing fiduciaries and beneficiaries in estate and believe litigation in the Surrogate’s Court. With a history as a Certified Public Accountant (CPA), Adam brings a unique perspective to his prison practice. Prior to setting up his own law workplace, Adam gained valuable revel in in the Trusts and Estates Departments at outstanding regulation corporations on Long Island. He additionally served as a Manager within the Trust and Estate Practice Group at Marcum LLP, specializing in property, gift, and profits tax planning for high net worth customers. Adam isn't always only a reputable lawyer but also a sought-after speaker and writer in his area. He has served as an adjunct Tax Professor for the Graduate Tax Program at Long Island University/C.W. Post Campus and because the former Co-Chairman of the Estate and Personal Financial Planning Committee for the Nassau Chapter of the New York State Society of Certified Public Accountants (NYSSCPA). Additionally, he's a member of various professional businesses, together with the American Institute of Certified Public Accountants (AICPA) and the New York State Bar Association (NYSBA). As the Secretary and a Director of The Claire Friedlander Family Foundation, Adam is dedicated to giving again to his community and making a positive impact. With his enormous revel in and dedication to excellence, Adam Jay Gottlieb is a depended on marketing consultant for people and households searching for professional felony steerage in matters of estate making plans and tax regulation.

Legal Issues

Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Elder Law
Probate
Probate Administration, Probate Litigation, Will Contests
Tax Law
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning

Certificates

No Certifications

Languages
    Accepted Jurisdictions
    New York Jurdictions
    New York
    Since 1997">

    Experience
      Education
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      St Johns University

      Graduation year: ">
      Associations
      New York State Bar
                        
                                                     # 2792778 Professional Association
      New York State Bar  # 2792778
      has membership
      1997 - Current">
      Costs
      • Payment With Credit Card
      Location

      Reviews