Financial/Tax Professionals

Prior to entering the field of Elder Law, Howard J. Atlas began his career as a financial planner for corporate executives who worked for major companies, such as General Electric and IBM. With a solid background in financial services and decades of experience providing valuable legal advice to his clients, Howard understands the need for clients to work closely with financial and tax specialists to protect their assets and plan for the future.

Howard enjoys long-standing relationships with his clients’ financial planners and tax advisors, welcoming them to join him in client meetings to ensure that legal, financial, and tax strategies align seamlessly. With a strong understanding of tax laws, Howard works directly with his client’s accountant to ensure that all income, capital gains, and estate taxes are minimized.

Important Topics of Interest

Irrevocable Asset Protection Trust

Asset Protection Planning – Promissory Note

New York State Laws of Intestacy

New York State Statutory Gift Rider

Benefits of a Revocable Trust


Important Links

New York State Estate Tax

Federal Estate and Gift Tax

IRS Website: Income Tax Transcript Requests

Social Security Administration

Additional resources can be accessed here.


For more information, browse our resources below, give us a call at 631.420.1212, or send us an email.

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