Larry Mandelker helps high-net-worth individuals with estate planning by counseling on mutigenerational transfers of assets and business succession planning. Through the use of wills, trusts, and other estate planning instruments, Larry works with his clients to creatively design estate plans that address their unique needs and plan for future contingencies, while also focusing on asset preservation, premarital planning, and estate, gift, and income tax minimization goals. His clients include individuals in many industries, including corporate executives and founders, owners of closely held businesses, real estate owners and developers, financial principals, technopreneurs, entertainers, athletes, and publishers.
Larry also represents clients in individual and fiduciary capacities to administer estates and trusts, including through probate proceedings, fiduciary appointments and removals, trust and estate litigation, fiduciary accountings, and the preparation of estate tax returns.
Larry represents his clients before state and federal courts and the U.S. Tax Court, in private letter ruling requests and audits before the Internal Revenue Service (IRS) and New York State Department of Taxation and Finance, and before administrative government entities such as the New York City Department of Small Business Services.