Doug represents individuals, family businesses, and banks and trust companies in trust and estate matters. His practice includes estate planning for moderate and high net worth individuals, representation of clients in estate and gift tax proceedings, as well as all other aspects of estate and trust administration. Doug also handles probate and other Surrogate's Court matters, including estate and trust litigation.
Doug’s clients include investment managers, real estate developers, business owners, cryptocurrency investors, corporate executives and other professionals. He engages in estate and wealth transfer planning using sophisticated planning techniques, such as grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), sales to multigenerational trusts, spousal lifetime access trusts (SLATs), and limited liability companies and partnerships. Doug also drafts wills, revocable trusts, living wills and health care proxies, powers of attorney, insurance trusts, and other estate planning documentation.
Bar & Court Admissions
- New York
- New Jersey
- U.S. Tax Court
- LL.M., Taxation, New York University School of Law
- J.D., cum laude, Hofstra University School of Law
- B.A., cum laude, Binghamton University
Financial Planning, QuotedOctober 12, 2021
Westchester Business JournalNovember 11, 2019
The Wall Street Journal, QuotedOctober 21, 2018
Press ReleaseJanuary 8, 2018