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Bruce D. Steiner



Address:
551 Fifth Avenue
New York, New York 10176
Direct dial:
(212) 880-9818 bsteiner@kkwc.com
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Bruce Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. He is a commentator for Leimberg Information Services, Inc., is a member of the editorial advisory board of Trusts & Estates, is a technical advisor for Ed Slott’s IRA Advisor, and has written numerous articles for Estate Planning, BNA Tax Management’s Estates, Gifts & Trusts Journal, Trusts & Estates, the Journal of Taxation, Probate & Property, TAXES, the CPA Journal, the CLU Journal and other professional journals. Bruce has been quoted in various publications including Forbes, The New York Times, Wall Street Journal, Daily Tax Report, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, Newsday, the New York Post, the Naples Daily News, Individual Investor, TheStreet.com, and Dow Jones (formerly CBS) Market Watch. Bruce has served on the professional advisory boards of several major charitable organizations and was named a New York Super Lawyer in 2010, 2011, 2012 and 2013.

BAR ADMISSION:
1976, New York, U.S. Tax Court and U.S. Claims Court
1978, New Jersey, Florida and U.S. District Court, District of New Jersey
1996, U.S. Court of Appeals, Third Circuit
2005, U.S. District Court for the Southern and Eastern Districts of New York

EDUCATION:
New York University (LL.M. in Taxation, 1976) Gerald L. Wallace scholar
State University of New York at Buffalo (J.D., cum laude, 1975)
Cornell University (A.B., 1972)

MEMBER:
New York City Bar Association
New York State Bar Association
New Jersey State Bar Association
American Bar Association
The Florida Bar
Estate Planning Council
Financial Planning Association

LECTURER:
American Bar Association
Bank of America
Baruch College School of Continuing Education
Bloomberg BNA Tax Management
Central New Jersey Estate Planning Council
C.W. Post Tax Institute
Committee of Banking Institutions on Taxation
Consumers Union
Cornell University
Essex County Bar Association
Fairleigh Dickinson Tax Institute
Financial Planning Association
Greater New Jersey Estate Planning Council
Hudson Valley Bank
Hudson Valley Estate Planning Council
JP Morgan Chase Bank
Lawline
Lighthouse
Merrill Lynch
Metropolitan Life Insurance Company
Middlesex County Bar Association
Middlesex-Somerset Estate Planning Council
National Association of Personal Financial Advisors
New Jersey Institute for Continuing Legal Education
New Jersey State Society of Certified Public Accountants
New York City Bar Association
New York City Estate Planning Council
New York State Bar Association
New York State Society of Certified Public Accountants
New York University School of Continuing Education
Northern New Jersey Estate Planning Council
Rockland County Estate Planning Council
Society of Financial Service Professionals
Strafford
Wachovia Bank
Western Connecticut Estate Planning Council

PUBLICATIONS:
"Estate Planning for Retirement Benefits," 71 The CPA Journal 73, January 2001

"How Best to Use the Grandfather Election for Retirement Plans," 23 Estate Planning 72, February 1996

"New Regulations Allow More Real Estate Corporations to Become S Corporations," 71 Taxes 305, May 1993

"The Benefits of Charitable Remainder Trusts," 46 CLU Journal 58, November 1992

"Disclaimers: Post-Mortem Creativity," 4 Probate and Property 43, November/December 1990

"Liabilities in Excess of Basis in Corporate Reorganizations-When Should Gain Be Recognized," 6 Journal of Corporate Taxation 39, Spring 1979

ARTICLES AND LINKS:

Using Portability for Retirement Benefits
Trusts & Estates, June 2013

Gift Splitting Where the Spouse Is a Beneficiary
BNA Tax Management's Estates, Gifts & Trusts Journal, November 2012

Restorative Payments
Trusts & Estates, June 2011

Before Setting Up A Trusteed IRA
Trusts & Estates, September 2009

Ten Common Errors
Trusts & Estates, September 2008

Restorative Payments
Trusts & Estates Wealth Watch News, August 2007

The Accidentally Perfect Non-grantor Trust
Trusts & Estates, September 2005

Trusts as Beneficiaries of Retirement Benefits
Tax Management Estates, Gifts and Trusts Journal, March 2004

Coping with the Decoupling of State Estate Taxes After EGTRRA
Estate Planning, Vol. 30, No. 4, April 2003

Considering the Alternate Valuation Date Option
WG&L Estate Planning, July 1989