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Steven P. DeRicco |
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Practice
Areas |
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Estate, Gift &
Trust Taxation, Estate Planning,
Will and Trust Drafting, Probate
Practice, Estate Administration,
Estate and Trust Litigation, Tax
Litigation
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Education |
NYU Law School, LL.M
Taxation, 1991 |
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Fordham Law School, J.D.,
1985 |
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St. Francis College,
B.S.
Accounting, 1981 |
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Clerkship, Law Department
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New York County Surrogate’s
Court |
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Hon. Marie Lambert |
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Admitted
to Practice |
United States Tax Court,
1987 |
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Federal Bar, Southern
District of New York, 1997 |
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New York, 1987 |
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Connecticut, 1987 |
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New Jersey, 1985 |
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Profile |
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Steve
is a tax attorney specializing in all aspects
of trusts and estates practice in New York,
Connecticut and New Jersey. He has over
18 years of experience in estate planning
for high-net worth individuals and implements
those plans through the preparation of sophisticated
wills and trusts. His expertise includes
probate court practice, administration of
estates and estate litigation, particularly
trials involving will contests, contested
accountings, property disputes, and executor
and trustee issues. Steve represents estate,
trust and individual clients before the
IRS and state revenue agencies. |
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Professional
and Community Affiliations |
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New York
State Bar Association |
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American
Red Cross, Board of Directors |
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Planned
Giving Committee, American Red Cross |
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Member,
Representative Town Meeting, Town of Greenwich
(1996- ) |
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Town
of Greenwich, Budget Overview Committee
(1996-1998) |
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Town of Greenwich, Claims
Litigation Committee (1998- ) |
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Coach
Greenwich Soccer Club, Greenwich Little
League |
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Martial
Arts Instructor, Old Greenwich Tae Kwan
Do |
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Significant
Clients Represented |
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Bank of
New York
Chase Manhattan Bank
Fuji Bank & Trust Company
Mizuho Bank & Trust Company
AIG Management
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Publications/Presentations |
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Prudential,
Estate Planning Series, 2002
Merrill Lynch, Closely
Held Corporate Planning for CPAs, June
2003
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