is an experienced trusts and estates attorney with more than forty years of practice in this specialized area. He has worked with clients in planning large and complex estates as well as more modest ones. Each client receives personal attention and a will or trust specifically suited to his or her needs.
The administration of estates of deceased clients and finding creative solutions to difficult tax or personal issues has been a significant part of Mr. Hamburg's practice. He has dealt with complex federal estate tax audits, Surrogate's Court proceedings, and controversies involving valuation of businesses, fine arts and other unique assets.
He has obtained rulings from the Internal Revenue Service in estate tax, gift tax and generation-skipping transfer tax matters, and he has advised clients in techniques to reduce taxes on the transfer of wealth through the generations.
Mr. Hamburg has also advised clients on matters of business succession planning and asset protection. He has represented clients in the structuring of charitable gifts and trusts, and in matters involving both public charities and private family charitable foundations.
He has acted as executor and trustee for clients and has supervised the structuring and administering clients' investment portfolios and their trusts by interacting with investment managers, accountants and life insurance professionals.
International estate planning has also been part of Mr. Hamburg's practice, dealing with off-shore trusts and companies in the British Virgin Islands, Cayman Islands and other tax-friendly jurisdictions; as well as planning for both inbound and outbound clients.
Finally, Mr. Hamburg has represented clients in the negotiation and preparation of pre-nuptial, post-nuptial and separation agreements.
Prior Legal Experience
- Joined Golenbock Eiseman Assor Bell & Peskoe LLP in 1994 after more than 25 years as a partner of the firm of Weitzner, Levine, Hamburg & Chill.
Education and Honors
- J. D. Cornell Law School (1964), Chairman, Cornell Legal Aid Clinic, Federal Bar Association Prize for academic excellence
- B.A. Cornell University (1962)
- State of New York
- U.S. District Court, Southern District of New York
- U.S. Court of Appeals for the Second Circuit
- U.S. Tax Court
- U.S. Court of Claims
- Member, Association of the Bar of the City of New York
- Member, New York State Bar Association (Trusts and Estates Law Section)