About Adam Jay
Adam Jay Gottlieb is an attorney that specialize in property making plans, probate, tax law, and senior law. Based in Farmingdale, New York, he has been serving clients throughout the state since his admission to the New York State Bar in 1997. His practice primarily makes a speciality of assisting excessive-net-worth households with wills, trusts, and complex tax planning strategies. This specialization lets in him to navigate complex areas of law, making sure that his clients’ financial and familial pursuits are nicely-safe. In addition to his legal know-how, Adam is also a Certified Public Accountant (CPA). This twin qualification enhances his capacity to offer complete monetary guidance to his clients, permitting for a more integrated approach to property planning.
He advises fiduciaries in administering estates and trusts, which incorporates the preparation of property and gift tax returns. His extensive information in tax law guarantees that his clients are nicely-knowledgeable approximately their obligations and possibilities, eventually main to more effective financial planning. Adam's experience extends to representing fiduciaries and beneficiaries in estate and confidence legal proceedings within the Surrogate’s Court. This litigation experience is critical for clients who may face disputes concerning the management of estates or the validity of trusts. His capacity to advocate effectively in courtroom complements his advisory role, making him a versatile useful resource for clients navigating those challenging situations. Professional affiliations play a significant role in Adam's career.
He is a member in good standing of the New York State Bar Association (NYSBA), where he participates within the Trusts & Estates Law, Elder Law, and Tax Law Sections. Additionally, he has served as 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). His involvement in those organizations keeps him knowledgeable approximately the latest developments in his areas of practice. This lets the lawyer provide the maximum current and applicable recommendation to his clients. Beyond his legal practice, Adam has made meaningful contributions to the legal network as an adjunct tax professor on the Graduate Tax Program at Long Island University/C.W. Post Campus.
His role as an educator lets in him to share his knowledge and knowledge with the next era of tax mavens. Furthermore, he's a frequent speaker and author on subjects related to estate planning and taxation law, in addition solidifying his position as a thought leader in his area. His company, Adam J. Gottlieb Attorney at Law, P.C., is positioned at one hundred Broad Hollow Road, Suite one hundred, Farmingdale, NY 11735. Clients can contact the company at (516) 661-6022. Adam's unique aggregate of experience and qualifications makes him a valuable resource for clients looking for comprehensive estate making plans and tax advice.
