Martin L. Lerner

With 48 years of experience in estate planning, drafting wills and administering trusts, he helps clients effectively structure their assets and protect their families’ financial future. Having received his law degree from the University of Wisconsin in 1976, he has built a successful career specializing in developing personalized strategies for the transfer of assets and minimizing tax consequences.

He advises clients on a wide range of issues, including drafting wills, creating and administering trusts, and protecting inheritance interests. His many years of experience and personal approach allow him to find the best solutions for preserving and transferring assets, taking into account all legal nuances.

With his deep knowledge of the law and attention to detail, he is a trusted advisor for those who want to properly manage their inheritance and ensure the protection of their assets.

Features

• Asset Protection
• Corporate Tax Compliance
• Estate and Gift Tax Planning
• Estate Tax Planning
• Guardianships and Conservatorships
• IRS Audits and Disputes
• Living Wills and Advance Directives
• Nonprofit Tax Law
• Payroll Tax Issues
• Power of Attorney
• Probate Administration
• Tax Fraud Defense
• Tax Planning for Individuals
• Wills and Trusts

• License
  Licensed in New York
  State: New York
  Acquired: 1977
  Currently Registered
  
  Licensed in California
  State: California
  Acquired: 1976
  Active
  
• Education
  1976 - U of Wisconsin - law

Location