| Biography:
Hank Leibowitz, senior counsel in the Firm's Personal Planning Department,
has a practice encompassing all aspects of estate and tax planning and estate
and trust administration. Hank is admitted to practice in New York and Connecticut.
Hank primarily represents individuals in connection with a wide variety of estate and financial planning issues including estate, gift and generation-skipping tax planning. He has obtained favorable private letter rulings from the IRS in connection with the preparation of estate plans for his clients. In recent years, Hank has become very involved with planning relating to distributions from qualified plans and IRA's, including Roth rollovers; income and estate tax issues; and devising methods that allow continued tax deferral within said plans. He also has extensive experience with all types of life insurance planning, including split-dollar arrangements. Additionally, he has prepared pre-nuptial and postnuptial agreements, and health care proxies.
Hank has administered large and complex estates in New York, Connecticut, New Jersey and Florida. He has handled numerous IRS estate tax audits and state estate tax domicile disputes which have been favorably resolved. He
has also been involved in many Surrogate's Court proceedings. He has a great deal of experience in the administration of various artists' estates, having handled the estate of Leonard Bernstein, the estate of Keith Haring, the George Balanchine trust, and a litigation brought by the New York State Attorney General against the estate of Joseph Cornell and the Cornell Foundation.
Hank graduated from Emory University School of Business in 1984 with a degree in accounting. He began his career as a tax accountant for what was then Arthur Young & Co. (now Ernst & Young) before returning to law school. He graduated from Fordham University School of Law in 1988 and received an LL.M. in Taxation from New York University School of Law in 1994.
Hank is a member of the Committee on Trusts, Estates and Surrogate's Courts
of the Association of the Bar of the City of New York. He has authored numerous
articles, including several that have been published in Estate Planning Magazine
and is the editor of Personal Planning Strategies..
Hank is an active participant in the Firm's pro bono project with Bellevue Hospital to provide wills, health care proxies and guardianship documents to AIDS patients. He is on the board of the De Jonge Foundation, which has given numerous grants in recent years for research relating to multiple sclerosis.
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