Top Best Estate Lawyers | 18353 Available

Claudio A. De Vellis is a partner and director of the Estate Planning, Asset Protection and Estate Administration Practice at Abrams, Fensterman, Fensterman, Eisman, Greenberg, Formato & Einiger, LLP.. Mr. De Vellis concentrates his practice on estate, gift and generation skipping transfer tax planning for individuals, closely held business owners and charitable organizations. Mr. De Vellis advises individuals and families on wealth preservation issues, including structuring tax-efficient business succession plans, creating qualified and non-qualified retirement plans and implementing asset protection strategies. His practice includes all aspects of estate planning, from drafting wills and trusts, to forming business entities, to counseling clients on the income, estate and gift tax treatment of charitable giving. Mr. De Vellis also advises individual and corporate fiduciaries in connection with the administration of estates and trusts, and represents clients in disputes arising out of the administration of estates and trusts.. Mr. De Vellis provides a wide range of business and tax planning services to closely held business owners. He represents and assists clients in forming corporations, partnerships and limited liability companies; drafts shareholder, employment and consulting agreements; represents clients in the purchase and sale of business interests; and structures business succession plans to provide for the orderly disposition of family owned businesses.. Prior to becoming an attorney, Mr. De Vellis practiced in New York City as a certified public accountant for seven years. He has extensive experience preparing and analyzing business financial statements, preparing individual, corporate and partnership income tax returns, preparing estate and gift tax returns, and preparing fiduciary accountings and fiduciary income tax returns. Mr. De Vellis has also represented individual and corporate clients before the Internal Revenue Service and the New York State Department of Taxation and Finance on various tax matters.. Mr. De Vellis has lectured on a range of topics on estate and gift tax planning for the National Business Institute and the Queens County Bar Association. He co-authored Estate Planning with Real Estate Assets, which appeared in the September 2005 issue of the Tax Management Real Estate Journal.. Mr. De Vellis received a BBA from Hofstra University and a J.D. from Brooklyn Law School. He is admitted to practice law in New York, and is a member of the Association of the Bar of the City of New York, the New York State Bar Association and the Nassau County Bar Association. He is also a member of the Tax and Personal Financial Planning Sections of the American Institute of Certified Public Accountants.

I have posted an impressive amount of educational material on YouTube to help the public understand estate planning issues.  As of April 28, 2018, the videos have been viewed more than 56,000 times for approximately 4,000 hours.  That’s quite a bit of accurate, reliable information without charge or sales pressure.   The latest additions are plain English explanations of the Tax Cuts and Jobs Act that likely will affect the most people with particular attention to the 20% pass through income deduction.  Other recent posts include updates (November 2017) of my videos on Basic Estate Planning and Long Term Care Issues.  I also posted a review of the LegalZoom estate planning service.  I was surprised by some of the flaws and risks associated with the LegalZoom process.   If you have ever been curious about LegalZoom or similar services, I suggest that you watch the review.  You can view the review here:  LegalZoom Review Playlist for Parts 1 and 2.  While at our YouTube channel, you may also want to look at our other playlists shown below.  Note:  The links in 1 to 6 below are to the complete playlists.