Jed Albert is a trusts and estates attorney representing high net worth individuals and their families. Jed provides sophisticated guidance in tax and estate planning, as well as estate and trust administration. With a full understanding of his clients’ goals, Jed drafts wills and trusts that implement tax efficient strategies allowing for a smooth asset transfer process to beneficiaries. Clients appreciate Jed’s strong listening skills, creative thinking, and detail-oriented approach to meeting personal goals for wealth preservation and transfer.
Jed applies lifelong experience while advising clients in planning for the needs of their families, and provides comprehensive counseling to maximize tax efficiency, as well as protection of the next generation and their descendants.
Read MoreExperience
- Design and implement sophisticated and tax-efficient estate plans that reflect client needs and goals.
- Advise trustees, executors, and beneficiaries across all trust and estate administration matters.
- Advise individuals and families on charitable giving plans that are tax efficient and achieve philanthropic goals.
- Handle post-mortem estate administration, including preparing complex estate tax returns.
Community Work
- The Heckscher Museum, Trustee, Executive Committee, and Governance Committee
- UJA-Federation Long Island, Past Chairman, Estate, Tax & Financial Planning Conference and Lawyers Division
- The Estate Planning Council of Nassau County, Inc., Past President
- Touro Law School, Adjunct Professor, Trusts and Estates
Recognition
- Best Lawyers in America, Trusts and Estates, 2024
- Super Lawyers, New York Metro, Estate & Probate, 2016-present
- Martindale Hubbell, AV Peer Rated
- Long Island Pulse Magazine, Top Legal Eagle, Estates & Trusts
Additional Information
Practice Areas
Education
Affiliations and Appointments
UJA-Federation Long Island
The Estate Planning Council of Nassau County, Inc.
New York State Bar Association
Nassau County Bar Association
Admissions
New York
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