First Admitted: 1991, New York

Professional Webpage: https://katzchwat.com/attorneys/neil-d-katz-managing-partner...

Bar/Professional Activity:

Member, American Bar Association
Member, New York State Bar Association
Member, Nassau County Bar Association
Member, Suffolk County Bar Association
Member and Past President, Suffolk County Estate Planning Council
Member, Nassau County Estate Planning Council

Honors/Awards:

Leadership in Law - Dealmaker, LIBN, 2024
Leadership in Law, Long Island Business News, 2017
Top Legal Eagle - Corporate, Contracts & Business Law, LI Pulse, 2014
Accredited Estate Planner, National Academy of Estate Planners and Councils
40 Rising Stars Under 40, LIBN, 2001

Educational Background:

Hofstra University, B.B.A., Accounting, 1988
New York University, LL.M., Taxation, 1994

Scholarly Lectures/Writings:

State Taxation of Non-Grantor Trusts Following the Supreme Court’s Ruling in Kaestner, Co-Author, State Taxation of Non-Grantor Trusts Following the Supreme Court’s Ruling in Kaestner, Nassau Lawyer, 2019
Finance Matters, Finance Matters, Newsday - 50 Plus, 2018
The Tax Implications of Divorce Part II – Property Transfers, Home Sale, Dependency Exemption and Administrative Issues, Co-Author, The Tax Implications of Divorce Part II – Property Transfers, Home Sale, Dependency Exemption and Administrative Issues., The Journal of Taxation, 2017
The Tax Implications of Divorce Part I– Alimony, Co-Author, The Tax Implications of Divorce Part I– Alimony, The Journal of Taxation, 2017
Does the Increased Estate Tax Exemption and Portability Mean the Death of Estate Planning?, Co-Author, Does the Increased Estate Tax Exemption and Portability Mean the Death of Estate Planning?, Nassau Lawyer, 2014
iPad: Changing Computing for Lawyers, Co-Author, iPad: Changing Computing for Lawyers, Nassau Lawyer, 2012
What Planners Needs to Know About Portability, Co-Author, What Planners Needs to Know About Portability, CPA Journal, 2011
Death in 2010: Federal Estate Tax Election, Co-Author, Death in 2010: Federal Estate Tax Election, NYS Bar Association's Elder Law Attorney, 2011
Tax Consequences of the Marriage Equality Act, Co-Author, Tax Consequences of the Marriage Equality Act, Suffolk Lawyer, 2011
The Carry-Over Basis Dilemma, Co-Author, The Carry-Over Basis Dilemma, Nassau Lawyer, 2010
New Preparer Penalties: Let's Be Careful Out There, Co-Author, New Preparer Penalties: Let's Be Careful Out There, CPA Journal, 2008

Neil D. Katz