Marc Bekerman

Marc Bekerman Email and Phone Number

Syosset, NY, US
Marc Bekerman's Location
Syosset, New York, United States, United States
Marc Bekerman's Contact Details

Marc Bekerman work email

Marc Bekerman personal email

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About Marc Bekerman

Distinguished adjunct professor at New York Law School and adjunct professor at St. John's University School of Law teaching courses relating to trusts and estates. Solo practitioner devoting substantially entire practice to trusts and estates. Frequent author and lecturer. Member of Bloomberg BNA Tax Management Estate Tax Advisory Board. Member of Society of Trust and Estate Practitioners. Member of Estate Planning Council of Nassau County. Member of various bar associations with a history of leadership positions. Former Secretary of the Binghamton University Alumni Association.As a professor, I teach both basic and advanced courses in trusts and estates. As a practitioner, I specialize in creating and implementing estate plans for both tax and non-tax purposes, planning for disability, administering trusts and estates, trust and estate litigation, estate and gift taxation, fiduciary income taxation and personal income taxation.

Marc Bekerman's Current Company Details
Cooperman Lester Miller Gruber  Kraus LLP

Cooperman Lester Miller Gruber Kraus Llp

View
Partner
Syosset, NY, US
Website:
kelaw.com
Employees:
56
Marc Bekerman Work Experience Details
  • Cooperman Lester Miller Gruber  Kraus Llp
    Partner
    Cooperman Lester Miller Gruber Kraus Llp
    Syosset, Ny, Us
  • Kurzman Eisenberg Corbin & Lever Llp
    Partner
    Kurzman Eisenberg Corbin & Lever Llp Oct 2023 - Present
    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.
  • New York Law School
    Distinguished Adjunct Professor Of Law
    New York Law School Dec 2019 - Present
    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.
  • New York Law School
    Adjunct Professor Of Law
    New York Law School Dec 2003 - Dec 2019
  • New York Law School
    Associate Director, Graduate Tax Program
    New York Law School Apr 2007 - Jun 2009
    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.
  • St. John'S University School Of Law
    Adjunct Professor Of Law
    St. John'S University School Of Law Aug 2019 - Present
    Queens, New York
    Adjunct professor teaching courses in Trusts and Estates, Estate Administration and Estate Planning.
  • Law Office Of Marc S. Bekerman
    Solo Practitioner
    Law Office Of Marc S. Bekerman Aug 2007 - Sep 2023
    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 University
    Member Of Alumni Association Board Of Directors
    Binghamton University Jul 2011 - Apr 2015
    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
  • Fleischman & Bekerman, Llp
    Partner
    Fleischman & Bekerman, Llp Aug 2005 - Jul 2007
    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.
  • Meltzer, Lippe, Goldstein & Breitstone, Llp
    Associate
    Meltzer, Lippe, Goldstein & Breitstone, Llp Feb 2004 - Jul 2005
    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.
  • Cullen And Dykman Bleakley Platt Llp
    Associate
    Cullen And Dykman Bleakley Platt Llp Apr 2003 - Jan 2004
    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.
  • U.S Trust Company Of New York
    Vice President, Institutional Administration Department
    U.S Trust Company Of New York Jun 2002 - Apr 2003
    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.
  • U.S Trust Company Of New York
    Vice President, Estate Administration Department
    U.S Trust Company Of New York Dec 1998 - Jun 2002
    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
  • Bekerman & Reddy, P.C
    Associate
    Bekerman & Reddy, P.C Jun 1993 - Dec 1998
    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
  • Coopers & Lybrand
    Associate
    Coopers & Lybrand Oct 1992 - Jun 1993
    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.

Marc Bekerman Skills

Trusts Estate Planning Wills Estate Administration Estate Tax Planning Corporate Law Civil Litigation Corporate Tax Corporate Governance Asset Protection Probate Estate And Trust Litigation Charities Arbitration

Marc Bekerman Education Details

Frequently Asked Questions about Marc Bekerman

What company does Marc Bekerman work for?

Marc Bekerman works for Cooperman Lester Miller Gruber Kraus Llp

What is Marc Bekerman's role at the current company?

Marc Bekerman's current role is Partner.

What is Marc Bekerman's email address?

Marc Bekerman's email address is mb****@****yls.edu

What is Marc Bekerman's direct phone number?

Marc Bekerman's direct phone number is +121221*****

What schools did Marc Bekerman attend?

Marc Bekerman attended New York University School Of Law, Fordham University School Of Law, Binghamton University.

What are some of Marc Bekerman's interests?

Marc Bekerman has interest in Technology, Music, Activities With My Family, Karate.

What skills is Marc Bekerman known for?

Marc Bekerman has skills like Trusts, Estate Planning, Wills, Estate Administration, Estate Tax Planning, Corporate Law, Civil Litigation, Corporate Tax, Corporate Governance, Asset Protection, Probate, Estate And Trust Litigation.

Who are Marc Bekerman's colleagues?

Marc Bekerman's colleagues are Bruce Bieber, David R Katzman, Neil Maxwell, Anita Trerotola, Stuart Berg, Cathie Allen, Fred D. Weinstein, Esq..

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