First Admitted: 1994, New York

Professional Webpage: https://ef-law.com/bio/jay-freiberg/

Bar/Professional Activity:

Chairperson, Steering Committee, Cambridge Forum on Private Wealth Litigation
Recognized by New York Law Journal and New York Magazine as a Top-Rated Trusts and Estates Lawyer
Fellow, The American College of Trust and Estate Counsel
Chairperson, Litigation Committee, Trusts & Estates magazine
American Bar Association, Real Property, Trusts and Estates Law Section, Probate & Fiduciary Litigation Committee
New York State Bar Association, Commercial and Federal Litigation Section, Trusts and Estates Law Section, Litigation Committee
New York City Bar, Trusts, Estates & Surrogate's Courts Committee
Yale Club Insurance Group

Honors/Awards:

"Elman Freiberg PLLC is a boutique firm which handles an impressive range of trusts and estate litigation.", Recognized by Chambers and Partners for New York Trusts & Estates, Chambers and Partners Regional Spotlight 2024, 2023
Recognized by Super Lawyers for Estate & Trust Litigation

Educational Background:

Binghamton University, State University of New York (B.A., History)

Scholarly Lectures/Writings:

Practical Considerations When Asked to Serve as a Fiduciary | Estate Planning Council – Estate Planners Day (May 2024), Presenter, Practical Considerations When Asked to Serve as a Fiduciary, Estate Planning Council – Estate Planners Day, Estate & Trust Litigation, 2024
Fiduciary Exception to the Attorney-Client Privilege | ACTEC Annual Meeting, Phoenix, Arizona (March, 2024), Presenter, Fiduciary Exception to the Attorney-Client Privilege, ACTEC Annual Meeting, Phoenix, Arizona, Estate & Trust Litigation, 2024
Progressive or Regressive - Some contrarian questions about new-fangled trust codes (December 2023), Author, Progressive or Regressive - Some contrarian questions about new-fangled trust codes, Trust & Estates Magazine, Estate & Trust Litigation, 2023
How Can You Lose What You Never Really Had? Defending and Attacking Fiduciary Assertions of Privilege | Cambridge Forum on Private Wealth Litigation (April 2023), Presenter, How Can You Lose What You Never Really Had? Defending and Attacking Fiduciary Assertions of Privilege, Cambridge Forum on Private Wealth Litigation, Estate & Trust Litigation, 2023
Trusts Gone Awry | YPO Big Apple Gold Family Office & Financial Services Seminar (May 2023), Presenter, Trusts Gone Awry, YPO Big Apple Gold Family Office & Financial Services Seminar, Estate & Trust Litigation, 2023
Fiduciary Accounting Challenges | Estate Planning Council of New York City (May 2023), Presenter, Fiduciary Accounting Challenges, Estate Planning Council of New York City, Estate & Trust Litigation, 2023
To Seek a Court’s Advice and Direction, or Not to Seek, That is the Question (December 2022), Author, To Seek a Court’s Advice and Direction, or Not to Seek, That is the Question, Trust & Estates Magazine, Estate & Trust Litigation, 2022
A Primer on Estate and Probate Administration (August 2022), Presenter, A Primer on Estate and Probate Administration, New York City Bar CLE, Estate & Trust Litigation, 2022
The Probate Exception – We’re Not Just in State Court Anymore (May 2022), Author, The Probate Exception – We’re Not Just in State Court Anymore, Trust & Estates Magazine, Estate & Trust Litigation, 2022
Trust Owned Businesses – Who’s the Boss? (May 2022), Presenter, Trust Owned Businesses – Who’s the Boss?, Cambridge Forum on Private Wealth Litigation, Estate & Trust Litigation, 2022
A Primer on the Trustee Intake Process (And Beyond) From a Litigator’s Point of View (November 2021), Presenter, A Primer on the Trustee Intake Process (And Beyond) From a Litigator’s Point of View, Trusts & Estates Virtual Forum, Estate & Trust Litigation, 2021
Avoiding Litigation in Directed Trusts (October 2021), Presenter, Avoiding Litigation in Directed Trusts, South Dakota Trust Association Fall Forum, Estate & Trust Litigation, 2021
When an In Terrorem Hits the Interstate (May 2021), Author, When an In Terrorem Hits the Interstate, Trust & Estates Magazine, Estate & Trust Litigation, 2021
Wealth Advisors as Life Insurance Trustee—a Good Idea? (Vol. 54, No. 2), Author, Wealth Advisors as Life Insurance Trustee—a Good Idea?, NYBA Trusts and Estates Law Section Journal, Estate & Trust Litigation, 2021
Litigation Avoidance Techniques For CPA’s Serving As Trustees (December 2020) , Presenter, Litigation Avoidance Techniques For CPA’s Serving As Trustees, New York State Society of CPA’s, Estate & Trust Litigation, 2020
Litigating an Undue Influence Case (December 2020), Author, Litigating an Undue Influence Case, Trusts & Estates Magazine, Estate & Trust Litigation, 2020
Trust Assets in Divorce Proceedings: Within Reach or a Bridge too Far? (October 2020), Presenter, Trust Assets in Divorce Proceedings: Within Reach or a Bridge too Far?, American Bar Association Family Law Section | 2020 Fall CLE Conference, Estate & Trust Litigation, 2020
The Fuzzy Line Between Influence and Undue Influence (September 2020), Presenter, The Fuzzy Line Between Influence and Undue Influence, Cambridge Forum on Private Wealth Litigation, Estate & Trust Litigation, 2020
Litigating Trust and Estate Disputes in Florida v. New York (March 2020), Presenter, Litigating Trust and Estate Disputes in Florida v. New York, Palm Beach County Bar Association CLE, Estate & Trust Litigation, 2020
Joint Representations: Efficient, but at What Cost? (April 2019), Presenter, Joint Representations: Efficient, but at What Cost?, Cambridge Forum on Private Wealth Litigation, Estate & Trust Litigation, 2019
Litigation Avoidance for Trustees (January 2019), Presenter, Litigation Avoidance for Trustees, Estate Planning Council of New York City, Estate & Trust Litigation, 2019
What Do I Say When A Client Asks Me To Serve As A Trustee (Fall / Winter 2018), Author, What Do I Say When A Client Asks Me To Serve As A Trustee, New York State Bar Association One on One, Estate & Trust Litigation, 2018

Industry Groups:

Private Clients

Jay W. Freiberg