Experience

Armstrong Teasdale

• United States
• Law Practice
• 700 & Above Employee

• Of Counsel

  • Feb 2022 - Present

  New York, New York, United States



Dolgetta Law, PLLC (formerly Edward I. Sumber, PC)

• Attorney

  • Aug 2005 - Feb 2022

  White Plains, New York Lead Attorney in the trusts and estates and tax departments of a boutique law firm focusing on the areas of corporate and business planning, residential and commercial real estate and trusts and estates. Designed and implemented a program undertaken as a result of the decoupling of the Federal and State estate tax regimes, to review all of the firm's active estate planning files, identify those clients who were at risk of suffering negative transfer tax consequences as a result of… Show more Lead Attorney in the trusts and estates and tax departments of a boutique law firm focusing on the areas of corporate and business planning, residential and commercial real estate and trusts and estates. Designed and implemented a program undertaken as a result of the decoupling of the Federal and State estate tax regimes, to review all of the firm's active estate planning files, identify those clients who were at risk of suffering negative transfer tax consequences as a result of decoupling and prepare revised estate plans to conform with the decoupled tax statutes. Successfully negotiated favorable settlements with the Internal Revenue Service on behalf of clients in fiduciary tax and individual income tax controversies. Revised and updated the firm's formula estate planning documents to comply with changing Federal and State tax statutes. Responsible for the preparation and execution of all estate plans including the conducting of client conferences, the drafting of all documents and coordinating the involvement of the client's other professional advisors including accountants and financial planners. Manage all aspects of estate administration matters from inception to completion, including the preparation of all Federal and State tax filings and all fiduciary accountings. Show less



Brinen & Associates

• Associate Attorney

  • 2003 - 2005

  Senior Associate for a law firm focusing on the areas of corporate and business planning, trusts and estates and tax planning and preparation. Supervised all matters in the firm’s estate planning and administration departments. Implemented several asset protection plans as a component to Medicaid/elder law planning. Contributed to the preparation of the firm’s formula estate planning and health care documents. Contributed to the development of the firm’s case management tickler… Show more Senior Associate for a law firm focusing on the areas of corporate and business planning, trusts and estates and tax planning and preparation. Supervised all matters in the firm’s estate planning and administration departments. Implemented several asset protection plans as a component to Medicaid/elder law planning. Contributed to the preparation of the firm’s formula estate planning and health care documents. Contributed to the development of the firm’s case management tickler system, allowing each Attorney to update and monitor the status of the firm’s cases. Show less



Blair & Potts

• Associate Attorney

  • 2001 - 2003

  Associate to Arthur G. Potts, Jr. one of two managing partners of a trusts and estates boutique law firm. Prepared sophisticated estate planning instruments including Qualified Personal Residence Trusts, Family Limited Partnerships, Second-to-die Life Insurance Trusts, and Qualified Domestic Trusts for individuals with net worths ranging from two million dollars to twenty-five million dollars. Supervised and successfully completed the administration of three estates for Decedents who… Show more Associate to Arthur G. Potts, Jr. one of two managing partners of a trusts and estates boutique law firm. Prepared sophisticated estate planning instruments including Qualified Personal Residence Trusts, Family Limited Partnerships, Second-to-die Life Insurance Trusts, and Qualified Domestic Trusts for individuals with net worths ranging from two million dollars to twenty-five million dollars. Supervised and successfully completed the administration of three estates for Decedents who were not citizens of the United States. Show less



Kozupsky & Lebowitz, LLP

• Associate Attorney

  • 1999 - 2001

  Lead Attorney of the probate and administration department of a boutique law firm focusing its practice on estate planning and administration and estate litigation. Effectively employed the postmortem estate planning techniques of renunciations and disclaimers to achieve significant tax savings in several estates. Successfully argued motions before the Kings and New York County Surrogate’s Courts, the New York City Civil Court, and the New York State Supreme Court. Prepared… Show more Lead Attorney of the probate and administration department of a boutique law firm focusing its practice on estate planning and administration and estate litigation. Effectively employed the postmortem estate planning techniques of renunciations and disclaimers to achieve significant tax savings in several estates. Successfully argued motions before the Kings and New York County Surrogate’s Courts, the New York City Civil Court, and the New York State Supreme Court. Prepared simple and complex estate planning documents for individuals with net worths ranging from one hundred thousand dollars to five million dollars. Show less