Cole Schotz P.C.

 

				Phillips
				A.
				Gary

Gary A. Phillips

Membergphillips@coleschotz.com
New York Office
1325 Avenue of the Americas, 19th Floor, New York, NY 10019
T: 646-563-8931 / C: 646-337-9685 / F: 646-563-7931
Legal Practice Assistant: Deborah Melamed
T: 201-489-3000 ext. 5013
dmelamed@coleschotz.com

OVERVIEW

Gary A. Phillips is a member in the Tax, Trusts and Estates Department. Gary counsels individuals, entrepreneurs, families and business owners in all aspects of estate planning, tax planning, corporate planning and business succession planning.

Licensed to practice law in New Jersey, New York and Florida, Gary frequently counsels clients on domicile and residency issues in these states. He edited the firm’s guidebook on relocating to Florida titled “On the Road to Florida: Cole Schotz’s Practical Guide to Changing Your Residence from New Jersey or New York."

Gary has lectured in the area of trusts and estates and business planning on topics such as general estate planning, estate administration, use of family business entities together with estate planning and buy-sell agreements.

He has been with the firm his entire career and has been awarded an AV rating for his professionalism and the quality of his legal work from Martindale-Hubbell, the publisher of the premiere directory of legal professionals. No aspect of this advertisement has been approved by the Supreme Court of New Jersey. See Award Methodology.

A frequent author of articles and blog postings on various areas of estate planning, Gary has been quoted in CCH periodicals as an expert in estate planning law.

Gary earned his B.S.B.A. from Washington University in St. Louis, his J.D. from Rutgers Law School-Newark and his L.L.M in Taxation from New York University School of Law.



Education

New York University School of Law, LL.M. in Taxation, 1999Rutgers University School of Law-Newark, J.D., 1995Washington University, B.S.B.A., 1992

Bar & Court Admissions

New Jersey, 1995Florida, 1995New York, 2009U.S. District Court, District of New Jersey, 1995

EVENTS

Recent Events

VIN&FIN VIP EDITION: Stars of Wall Street
Attorney Speaking: Gary A. PhillipsJuly 9, 2019
Estate Planning, New York Society of Security Analysts
Attorney Speaking: Gary A. PhillipsSeptember 7, 2011

PUBLICATIONS

Publications

2020 Estate and Gift Tax Update

Tax, Trust & Estates Law November 14, 2019

Tishya M. Signorelli and Gary A. Phillips
Gifting Opportunity Available to New Yorkers

Tax, Trust & Estates Law January 16, 2019

Gary A. Phillips and David J. Choyne
2019 Estate and Gift Tax Update

Tax, Trust & Estates Law November 19, 2018

Gary A. Phillips
2017/2018 Estate and Gift Tax Update

Tax, Trusts & Estates Law September 15, 2017

Gary A. Phillips and Tishya M. Signorelli
The Repeal of the New Jersey Estate Tax: Is it Now Safe to Move Back to New Jersey?

Tax, Trusts & Estates Law October 19, 2016

Gary A. Phillips and Steven M. Saraisky
Paradox of Mental Incapacity in State Estate Tax: How Moving Your Elderly Parent from Florida May Generate an Unexpected Estate Tax

Tax, Trusts & Estates Law Monitor April 20, 2016

Geoffrey Weinstein and Gary A. Phillips
2015/2016 Estate and Gift Tax Update

Tax, Trusts & Estates Law Monitor September 28, 2015

Gary A. Phillips
2015 Estate And Gift Tax Update

Tax, Trusts & Estates Law Monitor October 31, 2014

Gary A. Phillips
2014 Estate And Gift Tax Update

Tax, Trusts & Estates Law Monitor January 8, 2014

Gary A. Phillips
Estate Administration In A Paperless World

Tax, Trusts & Estates Law Monitor June 4, 2013

Gary A. Phillips and Mary W. Browning
After the Fiscal Cliff — A Summary of the New Federal Gift and Estate Tax Law

Tax, Trusts & Estates Law Monitor January 10th, 2013

Divorce Requires an Affirmative Review of an Estate Plan

New York Law Journal August 1, 2011

Tax Relief Act of 2010, Enacted December 17, 2010

Tax, Trusts & Estates Law Monitor December 1, 2010

Two More Reasons to Consider Converting Your IRA to a Roth IRA Before Year End

Tax, Trusts & Estates Law Monitor November 1, 2010

Tax Breaks Crumble for Temporary Stays

New York Law Journal September 20, 2010

A Look at the Current Muddled State of the Federal Estate Tax

New York Law Journal February 10, 2010

Roth IRA Universe Widens

New York Law Journal September 21, 2009

Estate Planning During and After Divorce

Cole Schotz Docket Winter 2008

Building Flexibility Into Irrevocable Trusts

New Jersey Law Journal September 1, 2008

The Retirement Asset Swap

New Jersey Law Journal January 28, 2008

Funding a Trust With Retirement Assets

Cole Schotz Docket Winter 2008

Funding a Trust with Retirement Assets

New Jersey Law Journal December 10, 2007

Build a Better Will

New Jersey Law Journal April 23, 2007

Florida's Favorable Tax Laws

New Jersey Law Journal A New Jersey resident could save thousands in taxes by moving to the Sunshine State January 30, 2006

Source of Estate Tax Payment is Now an Issue

New Jersey Law Journal Wills must be properly drafted to account for the new deduction for state death taxes November 14, 2005

Pet Trusts in New Jersey and New York, Tax

Trusts & Estates Law Monitor

Disinheriting a Loved One

Tax, Trusts & Estates Law Monitor

Focus on State Estate Taxes

Tax, Trusts & Estates Law Monitor

Focus on State Estate Taxes

Tax, Trusts & Estates Law Monitor

2011 Income Tax Return Information

Tax, Trusts & Estates Law Monitor

×

For Important Legal Updates and Resources on the Coronavirus Click Here.