Marc Bekerman Email & Phone Number

Syosset, Ny, Us

I am a partner in the trusts and estates department of Kurzman Eisenberg Corbin & Lever, LLP. I specialize in estate planning and the administration of trusts and estates while also having a background in trust and estate litigation and guardianship proceedings. I continue to teach various law school classes in trusts and estates.

Adjunct professor teaching courses in all areas of trusts and estates, including Estate Planning, Estate Administration, Estate & Trust Litigation, New York Wills Practice, Estate and Gift Taxation and the Income Taxation of Trusts and Estates.

Responsible for overall administration of graduate tax program. Responsibilities include coordination with faculty and administration, mentoring and advising students, overseeing registration and other program functions, and supervising and implementing special projects.

Queens, New York

Adjunct professor teaching courses in Trusts and Estates, Estate Administration and Estate Planning.

Solo practitioner specializing in trusts and estates. Assist clients in all aspects of trusts and estates, including planning, administration and litigation, with a special emphasis on high net worth clients.

Binghamton, New York

Secretary and Member of Board of Directors of Alumni Association along with various committees and subcommittees including Budget Committee and Volunteer Engagement Committee

Partner in boutique firm specializing in both trusts and estates and real estate. Primary work responsibilities relate to assisting clients in all aspects of trusts and estates, including planning, administration and litigation, with a special emphasis on high net worth clients.

Associate in trusts and estates department focusing on all aspects of trusts and estates. Duties included preparing documents related to all aspects of trusts and estates practice, overseeing all aspects of estate administration, communicating with clients and persons interested in estates, attending hearings and calendar calls, preparing and reviewing estate tax returns, and formulating and implementing estate plans.

Associate in trusts and estates department focusing on all aspects of trusts and estates. Duties included preparing documents related to all aspects of trusts and estates practice, overseeing all aspects of estate administration, communicating with clients and persons interested in estates, attending hearings and calendar calls, preparing and reviewing estate tax returns, and formulating and implementing estate plans.

Serviced a variety of institutional accounts, including foundations and endowments, ERISA and investment advisory accounts. Assisted in the solicitation of new business. Member of numerous committees regarding company policies and procedures.

Duties included overseeing the administration of estates of high net worth clients, communicating with attorneys, beneficiaries and other persons interested in estates, reviewing pleadings, estate tax returns and other necessary documents, and managing junior officers and non-officers. Member of the faculty of U.S. Trust University (prepared and presented internal program on estate administration and assisted with presentations of other areas). Coordinated educational programs for estate… Show more Duties included overseeing the administration of estates of high net worth clients, communicating with attorneys, beneficiaries and other persons interested in estates, reviewing pleadings, estate tax returns and other necessary documents, and managing junior officers and non-officers. Member of the faculty of U.S. Trust University (prepared and presented internal program on estate administration and assisted with presentations of other areas). Coordinated educational programs for estate administration and trust settlement areas. Member of committee to create and implement enhanced due diligence procedures relating to account review and acceptance. Show less

Associate with trusts and estates firm representing the Public Administrator of the County of New York. Duties included assisting clients regarding the administration of estates, communicating with persons interested in estates including beneficiaries and Court personnel, preparing pleadings and documents to be submitted to Surrogate's Court, attending hearings and calendar calls, preparing estate tax returns, preparing opinion letters, formulating estate plans and preparing wills and… Show more Associate with trusts and estates firm representing the Public Administrator of the County of New York. Duties included assisting clients regarding the administration of estates, communicating with persons interested in estates including beneficiaries and Court personnel, preparing pleadings and documents to be submitted to Surrogate's Court, attending hearings and calendar calls, preparing estate tax returns, preparing opinion letters, formulating estate plans and preparing wills and associated documents. Show less

Associate assigned to tax department specializing in corporate tax matters. Duties included research of federal tax law, state tax law and preparation of memoranda concerning tax issues facing clients.

Masters Of Laws, Taxation

Juris Doctor

Bachelor Of Arts, Mathematics