516-227-0700

Joseph T.
La Ferlita

Trusts & Estates

Partner

Uniondale

T: 516-227-0714

About Joseph

Joseph T. La Ferlita practices trusts and estates law, with an emphasis on estate planning, estate and trust administration, and tax controversy. He counsels individual planning clients, beneficiaries, individual and corporate fiduciaries, and not-for-profit entities, including public charities and private foundations, in connection with a multitude of estate and trust-related matters in the Surrogate’s Court and the United States Tax Court.

Joe’s work includes drafting wills and trusts, estate tax and generation skipping tax planning, audits of estate tax returns and income tax returns, the formation of not-for-profit entities, obtaining private letter rulings from the Internal Revenue Service, probate proceedings, administration proceedings, judicial accounting proceedings, judicial proceedings for advice and direction on behalf of executors and trustees, spousal elective share proceedings, and proceedings for the construction and reformation of wills and trusts.

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Experience

  • Drafted proposals for new and amended estate-related New York statutes.

Credentials

Education

  • Boston College (MA)
  • Fairfield University (BS)
  • New York University School of Law (LL.M.)
  • St. John’s University School of Law (JD)
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Bar Admissions

  • New York
  • Massachusetts

Court Admissions

  • U.S. Tax Court

Affiliations & Appointments

  • American Bar Association
  • New York State Bar Association, Trusts and Estates Law Section, District Representative for Nassau and Suffolk Counties, Surrogates Court Committee, Chairman, Estate and Trust Administration Committee
  • Nassau County Estate Planning Council, Board Member

Articles & Advisories

Consequential Liabilities and Remedies to Mismanaged Individual and Trust Owned Life Insurance

Joseph T. La Ferlita is quoted in this article from the September 13, 2018 edition of the Estates, Gifts & Trusts Journal. This piece discusses…

September 12, 2018

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Trust Decanting In New York

December 01, 2014

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New Technical Corrections and Clarifying Amendments to Decanting Statute

Reprinted with permission from:  Trusts and Estates Law Section Newsletter, Spring 2014, Vol.47, No. 1, published by the New York…

April 22, 2014

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Moving Forward: Modernizing and Consolidating N.Y. Trust Law

January 28, 2013

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New York’s Newly Amended Decanting Statute Typifies Trend Toward Greater Flexibility

Originally published in Probate & Property, Volume 26, Number 4, July/August, ©2012 by the American Bar Association. All rights reserved.…

July 23, 2012

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New York’s Newly Amended Decanting Statute

Reprinted with permission from: Trusts and Estates Law Section Newsletter, Winter 2011, Vol. 44, No. 4, published by the New…

March 12, 2012

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Defining Beneficial Dispositions Under EPTL 3-3.2: Should Tax Non-Apportionment Clauses Count?

Farrell Fritz trusts and estates associate, Joseph T. La Ferlita, co-authored this article with Jill Choate Beier, MBA, JD, LL.M.,…

June 01, 2011

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Trustee Commissions and the Power to Adjust: Should We Re-Characterize Adjustments?

Reprinted with permission from: Trusts and Estates Law Section Newsletter, Winter 2010, Vol. 43, No. 4, published by the New…

January 01, 2011

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Client Advisory – Recession Presents Opportunities for Estate Planning with Real Estate

As we all know, commercial real estate holdings have been significantly impacted by the recession. Vacancy rates have risen, rents…

October 01, 2010

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Client Advisory – The 2010 Federal Estate Tax “Repeal”

As you may already know, much to the astonishment of the legal community, Congress has failed to pass legislation extending…

February 23, 2010

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The Fundamentals of the Separate Share Rule

July 01, 2008

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What’s a Distributee to Do? Renunciation and the Dead Man’s Statute

Reprinted with permission from the New York State Bar Association Journal, March/April 2008, Vol. 80, No. 3, published by the…

April 01, 2008

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Whether Distinction Between Construction & Reformation Proceedings in NY Surrogate’s Court Still Exists

April 01, 2008

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A New Weapon for Objectants? Probate Contests and Waiver of the Attorney-Client Privilege

Reprinted with permission from the New York State Bar Association Journal, October 2006, Vol. 78, No. 8, published by the…

October 01, 2006

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News

Experts: It’s Never Too Early or Too Late to Plan for Your Golden Years

Joseph T. La Ferlita, partner, is quoted in this article. Far too many people wait much too long to make…

November 20, 2018

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BC Magazine: Joseph La Ferlita Appointed Chairman of the NYSBA Surrogate’s Court Committee

Joseph La Ferlita (1998, GA&S) In May, Joseph T. La Ferlita, MA’98, was appointed chairman of the Surrogate’s Court Committee…

May 22, 2009

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Press Releases

Farrell Fritz Receives Tier 1 Ranking in 2018 U.S. News – Best Lawyers’ “Best Law Firms”

Farrell Fritz is pleased to announce that, for the sixth consecutive year, the firm has received a Tier 1 Ranking…

November 01, 2017

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30 Farrell Fritz Attorneys Recognized as 2014 Leading Lawyers in their Respective Areas of Practice

Farrell Fritz had a combined total of 30 attorneys named to the 2014 New York Super Lawyers and New York…

September 23, 2014

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Farrell Fritz Promotes Four Attorneys

Farrell Fritz is pleased to announce the promotions of Joseph T. La Ferlita to partner and Matthew D. Donovan, Heather…

January 02, 2014

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Joseph La Ferlita of Farrell Fritz Appointed District Representative for Nassau & Suffolk Counties for the NYSBA’s Trusts & Estates Law Section

Farrell Fritz is pleased to announce that Joseph T. La Ferlita was recently appointed District Representative for Nassau and Suffolk…

March 07, 2013

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Farrell Fritz Promotes Brian Doyle, Jeffrey Rust and Joseph La Ferlita

Farrell Fritz, P.C. is pleased to announce the promotions of Brian C. Doyle and Jeffrey P. Rust to partner and…

January 04, 2012

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Joseph T. La Ferlita Appointed Chairman of the NYSBA Surrogate’s Court Committee

May 18, 2009

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Farrell Fritz Sponsors Not-for-Profit Education & Assistance Corp.’s 8th Annual Spring Luncheon

May 21, 2008

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Joseph T. La Ferlita Named Chairman of the NYSBA’s Special Committee on E-Filing

February 21, 2008

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New Law Creates Uniformity in Discovery for Accounting Proceedings

August 16, 2007

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Joseph T. La Ferlita Appointed Vice Chair of the NYSBA’s Committee on Surrogate’s Courts

February 02, 2007

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Recognition

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Super Lawyers

New York Metro Rising Stars (Estate & Probate) 2013-2014