Trusts and estates law sits at the center of Albert's practice, in which he helps individuals and families preserve and transfer wealth across generations.

Albert guides clients through core estate planning to prepare for incapacity and death. He has extensive experience at the intersection of estate planning and tax law, advising clients on sophisticated estate, tax and business succession planning. Leveraging his strong tax background, Albert develops integrated planning strategies that minimize transfer taxes through the effective use of available estate, gift and generation-skipping transfer tax exemptions while avoiding unintended income tax consequences, including methods involving qualified opportunity funds, qualified small business stock and the qualified business income deduction. Tailoring each structure to meet the unique family circumstances and financial objectives of each client, he designs, implements and provides advice on a wide range of trust strategies, including:

• Grantor retained annuity trusts.
• Spousal lifetime access trusts.
• Qualified personal residence trusts.
• Joint purchase trusts.
• Complete gift and incomplete gift non-grantor trusts.
• Charitable remainder trusts.
• Beneficiary defective inheritor’s trust & beneficiary defective owner’s trust.

In addition to designing estate planning strategies, Albert frequently incorporates business entities into integrated planning structures and prepares shareholder agreements, partnership agreements and LLC operating agreements to support clients' business succession goals. He also counsels fiduciaries on trust and estate administration. His tax background enables him to advise on complex corporate, partnership and international tax matters, and represent clients before the Internal Revenue Service and the New York State Department of Taxation and Finance. Albert has worked closely with real estate professionals, founders, entrepreneurs, business executives and fund managers, and frequently shares his knowledge through seminars on trust, estate and international tax planning.