Joann T. Palumbo

Counsel

P 212.216.8015   F 212.216.8001
1350 Broadway
New York, NY 10018

 
P 212.216.8015   F 212.216.8001   jpalumbo@tarterkrinsky.com

Having practiced trusts and estates law with major New York City firms since 1986, Joann T. Palumbo has deep experience in estate planning and estate and trust administration, including representation of individuals and institutions. She is experienced in Surrogate’s Court proceedings, as well as in estate and fiduciary income tax and estate-related intellectual property issues.

Joann offers clients a broad range of trusts and estates services:

  • Estate planning from relatively simple plans to complex and sophisticated ones, using wills, living trusts, personal residence trusts, grantor annuity trusts, and other techniques to minimize estate taxes; including business succession planning, estate planning with gifts or bequests to charities or charitable trusts, and estate planning for writers, artists and performers
  • Estate and trust administration, including probate, estate tax return preparation, judicial and non-judicial settlements of estates and post-mortem tax planning; as well as representing clients in Surrogate’s Court proceedings, including appointment of successor trustees, resignations and removals of trustees, and change of tax situs of trusts
  • Counseling clients with a view towards reducing estate taxes and promoting family harmony, including: the use of trusts for children as a “prenuptial agreement” substitute, as creditor protection or as spendthrift protection, and the use of trusts for special needs children; counseling and planning for couples in second marriages with complex family issues; counseling and planning for non-traditional families and same-sex couples; and counseling and planning for unmarried individuals with or without children

 

Education
  • Fordham University School of Law, J.D. 1984
  • Fordham Law Review
  • State University College at Oneonta, B.A. 1973
Admissions
  • New York
  • U.S. District Court, Eastern District of New York
  • U.S. District Court, Southern District of New York
Awards and Honors

Recognized for her work in estate planning and probate law, Joann has been named to the Super Lawyers list for 12 consecutive years (2006-2018).

Memberships

A Fellow of the American College of Trust and Estate Counsel, Joann is an Adjunct Associate Professor at Fordham University School of Law, where she teaches trusts and estates drafting. 

Joann is a member of the Trusts and Estates Law Section of the New York State Bar Association and served from June 2005 to June 2008 as a member of the Committee on Estate and Gift Taxation of the New York City Bar Association. 

Articles

Between 1990 and 2007 she co-authored a column on “Wills, Estates and Surrogate’s Practice” for the New York Law Journal. Her recent articles include:

Speaking Engagements

She speaks frequently at seminars on estate planning.

News

Events

  • Why You Should Create a Will: What's Stopping You?

    Having a will is imperative to ensure that your money and belongings are distributed according to your wishes after your death. Wills can distribute property, name an executor and guardians for children, forgive debts and more. If you pass away without a will, your estate will be settled in accordance with state law.

  • Divorce and the Unexpected – Do Not Wait to Change Your Will

    When going through a divorce, there are almost no limits to the number of personal, financial and logistical issues the soon-to-be former spouses must confront. One issue that sometimes falls through
    the cracks is the need to create and execute a new will to reflect post-divorce realities. Too often, though, the task of changing a will is put on the back burner; sometimes, until too late. 

Education
  • Fordham University School of Law, J.D. 1984
  • Fordham Law Review
  • State University College at Oneonta, B.A. 1973
Admissions
  • New York
  • U.S. District Court, Eastern District of New York
  • U.S. District Court, Southern District of New York
Awards and Honors

Recognized for her work in estate planning and probate law, Joann has been named to the Super Lawyers list for 12 consecutive years (2006-2018).

Memberships

A Fellow of the American College of Trust and Estate Counsel, Joann is an Adjunct Associate Professor at Fordham University School of Law, where she teaches trusts and estates drafting. 

Joann is a member of the Trusts and Estates Law Section of the New York State Bar Association and served from June 2005 to June 2008 as a member of the Committee on Estate and Gift Taxation of the New York City Bar Association. 

Articles

Between 1990 and 2007 she co-authored a column on “Wills, Estates and Surrogate’s Practice” for the New York Law Journal. Her recent articles include:

Speaking Engagements

She speaks frequently at seminars on estate planning.


Joann Palumbo

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