Bruce Steiner has over 40 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 CNBC, Fox Business, Forbes, The New York Times, Wall Street Journal, Daily Tax Report, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, USA Today, 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 every year since 2010.

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 (B.A., 1972)

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

LECTURER

American Bar Association
Bank of America
Baruch College School of Continuing Education
Bergen Tax Study Group
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
Seattle Estate Planning Council
Society of Financial Service Professionals
Strafford
University of Washington School of Law
Wachovia Bank
Westchester Estate Planning Council
Western Connecticut Estate Planning Council

PUBLICATIONS

Tax Reform Opens a Window for Roth ConversionsTrusts & Estates, June 2018

Celebrity Estate Planning: Misfires of the Rich and Famous - Co-authored by Jessica Galligan Goldsmith, Shaina S. Kamen, Christiana M. Lazo, and David J. Posner
Probate & Property, July/August 2018

Lessons from Prince’s Lack of a Will
Probate and Trust Law Section Newsletter, Philadelphia Bar Association, October 2016

Swap Powers - Consider some often overlooked practical and technical aspects - Co-authored by Martin M. Shenkman
Trusts & Estates, December 2015

IRA Rollovers - Making this option possible for a spouse who's not the named beneficiary
Trusts & Estates, June 2015

Fiscal Year 2015 Revenue Proposals Affecting Retirement Plans and IRAs Trusts & Estates, May 2014

Estate Planning in a Decoupled State Post-ATRA for Married Clients Under the Federal Exclusion Amount - Co-authored by Martin M. Shenkman, Richard H. Greenberg, Glenn A. Henkel Wolters Kluwer CCH’s CPA Client Advisor Library, January 2014

The Tax Increase Prevention Act extends QCDs for 2014
Trusts & Estates, December 2014

IRS Rules "No Problem" If IRA Trust Runs Out Of Beneficiaries Trusts & Estates, November 2013

Estate Planning in Decoupled States Post-ATRA - Co-authored by Martin M. Shenkman Trusts & Estates, August 2013

Using Portability for Retirement Benefits
Trusts & Estates, June 2013

Roth Conversions Are More Attractive Under ATRA
Trusts & Estates, April 2013

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

Post-Mortem Action Can Limit Class Of Beneficiaries
Trusts & Estates, May 2012

Beware of the Reciprocal Trust Doctrine -- Co-authored by Martin M. Shenkman
Trusts & Estates, April 2012

Practical Guidance on 2010 Carryover Basis -- Co-authored with Martin M. Shenkman
CCH Practitioner's Strategies, December 2011

Restorative Payments Trusts & Estates, June 2011

Using Trusts to Protect Benefits from Beneficiaries' Creditors
Trusts & Estates, September 2010

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 TrustTrusts & 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

Avoiding a Penalty on Early Distributions from Qualified Plans and IRAs
Estate Planning, January 2000

 

Postmortem Strategies to Shift Retirement Plan Assets to the Spouse
Estate Planning, October 1997

 

Where to Deduct Estate Administration Expenses
The CPA Journal, August 1991

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

Estate Tax Marital Deduction Planning For Alternate Valuation
The Journal of Taxation, October 1986

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