About Adam Jay
Adam Jay Gottlieb is an attorney specializing in estate planning, probate, tax law, and elder law. Based in Farmingdale, New York, he has been serving clients throughout the state since his admission to the New York State Bar in 1997. His practice primarily focuses on assisting high-net-worth families with wills, trusts, and sophisticated tax planning strategies. This specialization allows him to navigate complex legal fields, ensuring that his clients’ financial and familial interests are well-protected. In addition to his legal expertise, Adam is also a Certified Public Accountant (CPA). This dual qualification enhances his ability to provide comprehensive financial guidance to his clients, allowing for a more integrated approach to estate planning.
He advises fiduciaries in administering estates and trusts, which includes the preparation of estate and gift tax returns. His extensive knowledge in tax law ensures that his clients are well-informed about their obligations and opportunities, ultimately leading to more effective financial planning. Adam's experience extends to representing fiduciaries and beneficiaries in estate and trust litigation in the Surrogate’s Court. This litigation experience is crucial for clients who may face disputes regarding the administration of estates or the validity of trusts. His ability to advocate effectively in court complements his advisory role, making him a versatile resource for clients navigating these challenging situations. Professional affiliations play a significant role in Adam's career.
He is an active member of the New York State Bar Association (NYSBA), where he participates in the Trusts & Estates Law, Elder Law, and Tax Law Sections. Additionally, he has served as Co-Chairman of the Estate and Personal Financial Planning Committee for the Nassau Chapter of the New York State Society of Certified Public Accountants (NYSSCPA). His involvement in these organizations keeps him informed about the latest developments in his practice areas. This lets the attorney provide the most current and relevant advice to his clients. Beyond his legal practice, Adam has made significant contributions to the legal community as an adjunct tax professor at the Graduate Tax Program at Long Island University/C.W. Post Campus.
His role as an educator allows him to share his knowledge and experience with the next generation of tax professionals. Furthermore, he is a frequent speaker and author on topics related to estate planning and tax law, further solidifying his position as a thought leader in his field. His firm, Adam J. Gottlieb Attorney at Law, P.C., is located at 100 Broad Hollow Road, Suite 100, Farmingdale, NY 11735. Clients can contact the firm at (516) 661-6022. Adam's unique combination of experience and qualifications makes him a valuable resource for clients seeking comprehensive estate planning and tax advice.
