Adam J. Gottlieb
Of Counsel

Adam J. Gottlieb is Of Counsel at Ruskin Moscou Faltischek, P.C., where he is a member of the Trusts and Estates Department.

Mr. Gottlieb’s practice is concentrated in wills, trusts, estate planning, sophisticated tax planning and generation-skipping transfer planning for high net-worth families, as well as elder law planning. Mr. Gottlieb also advises fiduciaries in administering estates and trusts, including the preparation of estate tax returns. Finally, he represents fiduciaries and beneficiaries in estate and trust litigation in the Surrogate’s Court.

In addition to being an attorney, he is also a certified public accountant. Prior to joining Ruskin Moscou Faltischek, Mr. Gottlieb was a Manager in the Trust and Estate Practice group at Marcum LLP, the largest accounting firm on Long Island, where he devoted substantially all of his time to estate, gift and income tax planning for high net worth individuals and estate and trust administration.

Mr. Gottlieb is a frequently-requested speaker and author. He is formerly the President of the Accountant Attorney Networking Group, Inc. (AANG), an organization for accountants to network with attorneys.He is also an adjunct Professor at Long Island University/C.W. Post Campus and former Co-Chairman of the Estate and Personal Financial Planning Committee for the Nassau Chapter of the New York State Society of CPAs. He is also a member of the Tax Section of the AICPA, the Estate Planning and Administration of Estates and Trusts Committees of the NYSSCPA, the Trusts & Estates Law, Elder Law and Tax Law Sections of the New York State Bar Association, the Surrogate’s Court Estates & Trusts and Taxation Committees of the Nassau County Bar Association, and the St. John’s University School of Law Alumni Association.

Published

Estate planning for unmarried adults in long-term relationships (The Nassau Lawyer, February 2004).