Practice Areas

Private Client

Our Private Client Practice Group is proud of its modern approach to the financial organization of individuals, families and their closely held businesses. Our firm gives personal advice on estates, trusts, the selection of fiduciaries, not-for-profit organizations, retirement planning and income tax. We are leaders in the New York metropolitan area in educating the public on the advantages of estate planning and demystifying the process of transferring wealth. We assist our business owner clients with the family and tax aspects of their succession planning, and aid clients who wish to avoid the probate process by using revocable trusts. In addition, we have extensive experience in the following:

– Elder Law issues
– Special Needs Trusts
– Lifetime income and estate, gift and income tax planning
– Probate and administration of estates
– Trust administration
– Creating not-for-profit organizations and advising trustees and directors
– Surrogate’s Court litigation including contested probate and fiduciary accounting proceedings

Our planning services involve reviewing an individual’s entire financial situation, drafting wills and trusts to implement estate plans, rendering income tax advice on selected transactions and providing legal advice concerning all aspects of our clients’ financial affairs. We represent many non-U.S. residents, and advise on the U.S. tax rules and treaties affecting international estate planning. We also represent banks and trust companies in the preparation and settlement of trust accountings.

The professionals in the Private Client Practice Group have advanced degrees in taxation. They possess many years experience handling tax disputes on the federal and state levels, and have guided clients through the process of structuring new businesses and new investments as well as disposition of businesses.

For more information visit:


Paolo Grassi, Of Counsel
Of Counsel
(212) 688-5151

Recent News Posts

Tax Alert: Estate Tax Planning for New York Residents

The Tax Cuts and Jobs Act increased the Federal Unified Credit for 2019. The estate and gift tax exemption is $11,400,000* per person. What’s better is that for a married couple the Federal exemption is “portable” – this means that an individual can leave $11,400,000 to heirs and married couples can transfer up to $22,800,000
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U.S. Senate Passes the Tax Overhaul Bill: U.S. Senate Passes the Tax Overhaul Bill: What’s Next and How to Plan for 2018

In the early hours of December 2nd, the U.S. US Senate passed the tax overhaul bill in a vote of 51-49 mostly along party lines. Tax Planning in December 2017 In planning for the final tax bill to become effective for 2018, there are many opportunities to delay recognition of income now that may be
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Gibney Attorneys Author Article on Executive Transfers to the United States

Gerald J. Dunworth, Meredith M. Mazzola  and Shai Dayan co-authored the article “Executive transfers to the United States: planning and avoiding pitfalls.” The article looks at the main considerations when an executive is transferred to the US, including global compensation packages, securing visas for executives and their spouses, tax planning, retirement benefits, housing costs, expat
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