Gerald P. Wolf
Top rated Employee Benefits attorney in Mineola, New York
Practice Areas:
Employee benefits,
Estate planning & probate,
Closely held business,
Elder law,
Wills,
Trusts
Education Qualification:
Fordham University School of Law
Practice Areas:
Employee benefits,
Estate planning & probate,
Closely held business,
Elder law,
Wills,
Trusts
114 Old Country Road, Suite 116, Mineola, NY 11501-2637New York, New York, 10022
First Admitted: 1973
Professional Webpage: http://www.ebwolf.com/about-us/team/
Bar/Professional Activity:
- American Bar Association (Employee Benefits Committee, Tax Section and Real Property, Probate and Trust Law Section)
- Member, International Network of Boutique Law Firms, New York Chapter ERISA Specialist
- N.Y. State Bar Association (Trusts and Estates Section, former Chairman Life Insurance and Employee Benefits Committee)
- Fellow, American College of Employee Benefits Counsel
- Member, Nassau County Bar Association
Verdicts/Settlements (Case Results):
- Obtained motion to dismiss of plaintiff's cause of action for aditional benefits under our client's 401(k) Plan ; argued succesfully that accrued benefit under a defined contribution plan does not include a plan sponsor's unpaid contribution to the plan. , 2017
- Defeated defendant's motion to dismiss our client's claim for benefits ., 2019
Pro bono/Community Service:
- Five Towns JCC-Couple of the Year Award, 2009, 2009
Honors/Awards:
- Martindale Hubbell’s highest “AV” rating, AV Rating, Matindale, 2019
- Five Towns JCC-Couple of the Year Award, , Couple of Year, Gural Five TownJCC, 2009
Educational Background:
- University of Wisconsin-Madison (M.S., 1968)
- Brooklyn College of the City University of N.Y. (B.A., cum laude, 1966)
Scholarly Lectures/Writings:
- Lectured on benefits of cash balance pension plans for business owners, Guest Lecturer, Lecturer, Palm Beach Tax Council, 2018
- Presented lecture on the uses of cash balance plans to reduce business owner's taxable income , Guest Lecturer, Estate Planning Council of Nassau County, 2019
- Author, "Title VII-ADEA Connection: Will Norris Impact Age Discrimination Issues," Vol. 3, Legal Notes and Viewpoints Quarterly, Practising Law Institute, 1984
- Presented lecture to members of the CPa Society relating to the uses of qualified plans for closely held businesses, Present Lecture Relating to the Use of Qualifed Plans for Closely held Businesses, Presenter, New York State Society of CPAs, Legal And Accounting, 2019
- Presentation of paper showing the use of a cash balance plan for the purpose of reducing a business owner's taxable income to below the 109A threshold and thereby enable a select service provider to qualify for the 20% qualified business income deduction., Faculty member Presenting Paper on Interaction of Cash Balanc Plans and IRC Setion 109A, Notre Dame Tax and Estate Planning Institute, Legal And Accounting, 2018
- Author, "Top-Heavy Plans: The Planning Possibilities," N.Y.U., 42 Institute on Federal Taxation-Conference on Employee Benefits and Executive Compensation, Matthew Bender publisher, 1984
- Co-author, "ERISA and the Bankruptcy Code: Stepping Into Quicksand or Something Else, Post Mackey," 8 Touro Law Review 521, 1992
- Lecturer, American Bar Association
- Lecturer, New York State Bar Association
- Lecturer, N.Y.U. Tax Institute
- Lecturer, Practising Law Institute
- Lecturer, Suffolk County Academy of Law
- Lecturer, Nassau County Trusts & Estates Planning Council
- Assistant Adjunct Professor, Tax Department, Lubin Graduate School of Business, Pace University, 1979-1984
- Faculty Chairman, Non-Qualified Deferred Compensation Plans, Continuing Legal Education, Practising Law Institute, 1983-1989
- Faculty Co-Chairman, Executive Compensation Planning In a New Environment, Practising Law Institute, 1992
- Lecturer, Nassau County Academy of Law
- Lecturer, Nassau County Society of CLU and Nassau County CPA Society
- 15th Annual Law in the Workplace Conference 2002 "Post-Enron ERISA Issues-Legislation, Regulation & Litigation"
- 2004 Long Island Tax Practitioner Symposium "Pensions: Plan Design Post EGTRRA/Correcting Qualification Defects"
- Co-author, "ERISA Section 404(c) and the Unisys Case: Let the Liar Beware," Volume 1, Journal of Pension Investing, A Panel Publication, Aspen Publishers, Inc., Fall 1996
- Adjunct Professor, Pace University
Industry Groups:
- See Bar & Professional Activity Below
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