Joanne Sternlieb

Joanne Sternlieb Email and Phone Number

Senior Wealth Planner and Relationship Manager @ Neuberger Berman
New York, NY, US
Joanne Sternlieb's Location
New York, New York, United States, United States
Joanne Sternlieb's Contact Details
About Joanne Sternlieb

Joanne R. Sternlieb advises clients on estate planning and trust and estate administration. She has extensive experience representing high-net worth individuals, as well as those individuals who are growing their wealth. Joanne is accustomed to dealing with the sometimes contentious issues that arise and need to be settled through negotiation or in Surrogate's Court.Before starting her own practice in 2002, Joanne spent over 10 years at Simpson Thacher & Bartlett in the Personal Planning (Trusts & Estates) Department. As an associate, and then Counsel, in the Personal Planning Department at Simpson Thacher, Joanne advised clients on all aspects of estate planning including gift, estate, and generation-skipping transfer tax planning, charitable giving techniques, and the administration of trusts and estates. In 1999 she moved from Simpson Thacher to Neuberger Berman Trust Company, N.A. as a Vice President and Senior Estate Planner.Joanne is a member of the Committee on Trusts, Estates & Surrogate’s Courts of the New York City Bar Association and a past member of the Committee on Estate and Gift Taxation of the New York City Bar Association. She is a member of the American Bar Association and the New York City Bar Association. Joanne participated as a lecturer at an American Law Institute-American Bar Association basic Estate and Gift Taxation and Planning program and a New York State Bar Association program on Practical Skills: Estate Planning and Will Drafting.Specialties: Estate and Gift Tax Planning, Estate and Trust Administration, Beneficiary Representation, Executor/Trustee Representation, Surrogate’s Court Proceedings, Guardianship, Healthcare Proxies/Living Wills, Durable Powers of Attorney

Joanne Sternlieb's Current Company Details
Neuberger Berman

Neuberger Berman

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Senior Wealth Planner and Relationship Manager
New York, NY, US
Website:
nb.com
Employees:
3081
Joanne Sternlieb Work Experience Details
  • Neuberger Berman
    Senior Wealth Planner And Relationship Manager
    Neuberger Berman
    New York, Ny, Us
  • Neuberger Berman Trust Company N.A.
    Counsel
    Neuberger Berman Trust Company N.A. Nov 2012 - Present
    Greater New York City Area
  • Law Offices Of Joanne R. Sternlieb
    Owner
    Law Offices Of Joanne R. Sternlieb Jun 2002 - Oct 2012
  • Neuberger Berman
    Vice President, Senior Estate Planner
    Neuberger Berman 1999 - 2002
  • Simpson Thacher & Bartlett
    Attorney
    Simpson Thacher & Bartlett 1987 - 1998

Joanne Sternlieb Skills

Estate Planning Trusts Wills Estate Administration Powers Of Attorney Estate Law

Joanne Sternlieb Education Details

Frequently Asked Questions about Joanne Sternlieb

What company does Joanne Sternlieb work for?

Joanne Sternlieb works for Neuberger Berman

What is Joanne Sternlieb's role at the current company?

Joanne Sternlieb's current role is Senior Wealth Planner and Relationship Manager.

What is Joanne Sternlieb's email address?

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What is Joanne Sternlieb's direct phone number?

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What schools did Joanne Sternlieb attend?

Joanne Sternlieb attended New York University School Of Law, Amherst College, Amherst College.

What skills is Joanne Sternlieb known for?

Joanne Sternlieb has skills like Estate Planning, Trusts, Wills, Estate Administration, Powers Of Attorney, Estate Law.

Who are Joanne Sternlieb's colleagues?

Joanne Sternlieb's colleagues are Tommy Dennis, Pranay Khattri, Tommy Bush, Owen Concannon, Cfa, Amanda Das, Gloria Kwok, Monica Warek.

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