Dear Clients, Friends, and Trusted Advisors,

We work remotely on most days now, and our "paperless" digital emphasis has proven capable and resilient during Covid and thereafter.  I will venture to the office a few days a week for appointments when I am not working from beautiful Dumbo Heights, or in Saranac Lake.  We have all been fully vaccinated, but we remain respectful in observing your personal safety regime for in-person meetings.  Super Lawyers has again named me to their honor roll, and this makes seven years, so far.  We have support in the office for mail and packages every day during business hours.

This contagion has impacted our perceptions of our mortality, and we hope this disaster will spur you fence sitters to action.  We are ready to help you review, modify or create your estate, tax and business planning and hope this is moving up your list of priorities.  The obvious market volatility and the dramatic changes to the values of our financial and non-financial assets do offer opportunities for timely intervention and tax efficient family wealth transfers and planning.  Historically low interest rates (until recently) have allowed the use of techniques to leverage tax savings for many clients.   With renewed inflation, we have adjusted our analysis and recommendations accordingly.

The Estate and Gift Tax proposals in the original Sanders-Biden legislation and Build Back Better Act seriously threatened our continued use of most of the methods which we recommend to help our clients navigate the transfer tax system.  We are optimistic that almost none of these will find their way into law during the foreseeable future.  Accordingly, there is some time to harvest wonderful tax savings before the 2025 "sunset" of the very generous estate and gift tax exemptions we now enjoy.  Please check our Blog Tab for the latest updates.

We are thrilled to have Gregory Sullivan, Esq. join our team in an "of counsel" capacity, and we know you will enjoy working with him.  We have also built a team of independent associate attorneys, available as needed based upon our workload.  This allows us to maintain our excellent levels of service, especially when we are in high demand.  Fortunately, that continues to be the case.


Our success is founded upon our single minded commitments to: Assisting families and business owners with the...


Gary B. Schreiner, J.D., A.E.P.
285 Jericho Turnpike,
FL2 Mineola, NY 11501 | 516-922-8400


Professional Excellence means the unrelenting commitment to the highest ethical standards in our work for, and our...