Adam Gregory

Adam Gregory Email and Phone Number

Partner at Levine Haddad & Gregory, LLC @ Levine Haddad & Gregory, LLC
springfield, new jersey, united states
Adam Gregory's Location
Short Hills, New Jersey, United States, United States
Adam Gregory's Contact Details

Adam Gregory work email

Adam Gregory personal email

About Adam Gregory

Adam Gregory is a Partner at Levine Haddad & Gregory, LLC at Levine Haddad & Gregory, LLC. He possess expertise in legal research, legal writing, microsoft office, powerpoint, microsoft word and 8 more skills.

Adam Gregory's Current Company Details
Levine Haddad & Gregory, LLC

Levine Haddad & Gregory, Llc

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Partner at Levine Haddad & Gregory, LLC
springfield, new jersey, united states
Employees:
19
Adam Gregory Work Experience Details
  • Levine Haddad & Gregory, Llc
    Partner
    Levine Haddad & Gregory, Llc Jan 2024 - Present
    Springfield, New Jersey, United States
    Practice encompasses estate, tax and business planning and administration for high-net worth clients, including advice on estate tax, gift tax, generation-skipping transfer tax and income tax.Drafting of wills, revocable trusts, power of attorney, health care directives and special purpose trusts such as dynasty trusts, GRATs, QPRTs, and ILITs.Counsel clients with regard to wealth preservation, transfer strategies and tax matters, including valuation discounts and the review and identification of the most beneficial assets to transfer wealth to younger generations. Research complicated issues associated with sophisticated estate, income and international tax planning for both businesses and individuals.Preparation of Federal and State Estate Tax Returns, New Jersey Inheritance Tax Returns, and Federal Gift Tax Returns, Forms 709.Review and analysis of foreign assets and income, preparation of applications to the IRS Offshore Voluntary Disclosure Initiative and Streamlined Filing Disclosures.
  • Levine Desantis, Llc
    Partner
    Levine Desantis, Llc Dec 2020 - Dec 2023
    Springfield, New Jersey, United States
    Practice encompasses estate, tax and business planning and administration for high-net worth clients, including advice on estate tax, gift tax, generation-skipping transfer tax and income tax.Drafting of wills, revocable trusts, power of attorney, health care directives and special purpose trusts such as dynasty trusts, GRATs, QPRTs, and ILITs.Counsel clients with regard to wealth preservation, transfer strategies and tax matters, including the review and identification of the most beneficial assets to transfer wealth to younger generations. Research complicated issues associated with sophisticated estate, income and international tax planning for both businesses and individuals.Preparation of Federal and State Estate Tax Returns, New Jersey Inheritance Tax Returns, and Federal Gift Tax Returns, Forms 709.Review and analysis of foreign assets and income, preparation of applications to the IRS Offshore Voluntary Disclosure Initiative and Streamlined Filing Disclosures.
  • Levine Desantis, Llc
    Associate
    Levine Desantis, Llc Sep 2008 - Dec 2020
    Practice encompasses estate, tax and business planning and administration for high-net worth clients, including advice on estate tax, gift tax, generation-skipping transfer tax and income tax.Drafting of wills, revocable trusts, power of attorney, health care directives and special purpose trusts such as dynasty trusts, GRATs, QPRTs, and ILITs.Counsel clients with regard to wealth preservation, transfer strategies and tax matters, including the review and identification of the most beneficial assets to transfer wealth to younger generations. Research complicated issues associated with sophisticated estate, income and international tax planning for both businesses and individuals. Preparation of Federal and State Estate Tax Returns, New Jersey Inheritance Tax Returns, and Federal Gift Tax Returns, Forms 709. Review and analysis of foreign assets and income, preparation of applications to the IRS Offshore Voluntary Disclosure Initiative and Streamlined Filing Disclosures.
  • New York State Housing Finance Agency/State Of New York Mortgage Agency
    Intern
    New York State Housing Finance Agency/State Of New York Mortgage Agency May 2007 - Oct 2007
  • Gardner And Weiss
    Intern
    Gardner And Weiss May 2006 - Oct 2006

Adam Gregory Skills

Legal Research Legal Writing Microsoft Office Powerpoint Microsoft Word Microsoft Excel Westlaw Research Public Speaking Corporate Law Securities Regulation Trademarks Strategic Planning

Adam Gregory Education Details

Frequently Asked Questions about Adam Gregory

What company does Adam Gregory work for?

Adam Gregory works for Levine Haddad & Gregory, Llc

What is Adam Gregory's role at the current company?

Adam Gregory's current role is Partner at Levine Haddad & Gregory, LLC.

What is Adam Gregory's email address?

Adam Gregory's email address is ad****@****ail.com

What schools did Adam Gregory attend?

Adam Gregory attended Brooklyn Law School, University Of Maryland College Park.

What skills is Adam Gregory known for?

Adam Gregory has skills like Legal Research, Legal Writing, Microsoft Office, Powerpoint, Microsoft Word, Microsoft Excel, Westlaw, Research, Public Speaking, Corporate Law, Securities Regulation, Trademarks.

Who are Adam Gregory's colleagues?

Adam Gregory's colleagues are Kim Zailik, Emily Silva, Jacqueline Fullem, Evan Kleiman, Gilbert Levine, Brandon Arias, Brian Cirri.

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