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
IRS Website: Income Tax Transcript Requests
Social Security Administration
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