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Updated: May 30th, 2022 | New York City | Lawyer List R | Phillips Nizer LLP | Tax, Trusts and Estates,
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Address: 485 Lexington Avenue, 14th Floor, new-york, NY, 10017
Law Firm: Phillips Nizer LLP
Phone: (212) 841-0507
Fax: 212-262-5152
Email:
Website: http://www.phillipsnizer.com
| Title | Partner |
| First Year of Call | |
| Areas of Practice | Trusts and Estates, Tax |
| Description | Richard J. Duffy is a partner of Phillips Nizer LLP and a member of the firm’s Trusts & Estates Department. He focuses his practice on estate planning, business succession planning, estate administration, trust administration and not-for-profit organizations. Mr. Duffy has extensive experience advising high net worth individuals and families on wide-ranging estate planning opportunities and advising their closely-held businesses and family foundations.Mr. Duffy works with global banks and trust companies, counseling them on a variety of complex and challenging aspects of trust and estate administration, as well as fiduciary litigation.Mr. Duffy’s clientele includes senior management and retired senior management of Fortune 100 companies, managing directors of top tier investment banking firms, partners of multibillion dollar private equity firms and hedge funds, entrepreneurs, business owners and professionals. He also advises private foundations on diverse matters including formation, grant-making, governance issues, fiduciary duties, dissolutions and individual liability. Mr. Duffy works closely with his clients’ family offices, financial, tax and insurance advisors, investment bankers, private bankers, accountants and trust officers in implementing practical and creative solutions on behalf of his select clientele.Mr. Duffy has lectured on topics relating to estate planning before various organizations and groups such as AARP, New York University Financial and Estate Planning Symposium, securities firms, financial services firms, religious organizations, summer day camp and private school owner associations, annual conferences for human resource directors and in-house general counsels, and medical societies. RECOGNITIONSelected for inclusion in the Super Lawyers – Metro New York Edition (Estate & Probate) for many yearsNews & PublicationsEstate Planning and COVID-19 03/27/2020In these critical weeks, you may have questions or wish to change or develop your estate plan and documents. We are working remotely and remain available to serve you, whether you are an existing client or wish to become a new client. This event has caused uncertainty over many procedural issues and brings new changes every day, but we actively monitor these changes and adapt as needed.Trust & Estates Alert – The Secure Act Changes the Rules for Planning for Retirement Account Benefits – THIS IMPORTANT ALERT APPLIES TO YOUR RETIREMENT ACCOUNTS, January 2020 01/17/2020Is Philanthropy the Right Word Anymore? New Approaches for Donors and Their AdvisorsThomson Reuters Taxation of Exempts Journal (Jan/Feb 2020) January/February 2020This article examines how to advise wealthy families and the nonprofits they support to adjust the strategy in the new environment for philanthropy. Trusts & Estates Alert – New Fiscal Cliff Law Enacts Estate, Gift and Generation-Skipping Transfer Tax Provisions 01/01/2013Trusts & Estates Alert – Use It or Lose It: Act Now to Take Advantage of the $5 Million Gift Tax Exemption in 2012 06/01/2012 |
Resourceful Representation (TM)Phillips Nizer LLP has been engaged in a wide-ranging international and domestic legal practice since 1926. Our size and diversity of our practice enable us to be a full-service law firm in virtually all areas of law while affording clients close contact and working relationships with partners and associates.Our attorneys focus on the realities of our clients’ continually evolving business needs. Whether…
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