Marc Bekerman

Experience

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  PwC

  Oct 1992 - Jun 1993

  Associate

  Associate assigned to tax department specializing in corporate tax matters. Duties included research of federal tax law, state tax law and preparation of memoranda concerning tax issues facing clients.

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  Bekerman & Reddy, P.C

  Jun 1993 - Dec 1998

  Associate

  Associate with trusts and estates firm representing the Public Administrator of the County of New York. Duties included assisting clients regarding the administration of estates, communicating with persons interested in estates including beneficiaries and Court personnel, preparing pleadings and documents to be submitted to Surrogate's Court, attending hearings and calendar calls, preparing estate tax returns, preparing opinion letters, formulating estate plans and preparing wills and associated documents. Show less

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  U.S Trust Company of New York

  Dec 1998 - Apr 2003

  Duties included overseeing the administration of estates of high net worth clients, communicating with attorneys, beneficiaries and other persons interested in estates, reviewing pleadings, estate tax returns and other necessary documents, and managing junior officers and non-officers. Member of the faculty of U.S. Trust University (prepared and presented internal program on estate administration and assisted with presentations of other areas). Coordinated educational programs for estate administration and trust settlement areas. Member of committee to create and implement enhanced due diligence procedures relating to account review and acceptance. Show less

  • Vice President, Institutional Administration Department

    Jun 2002 - Apr 2003

  • Vice President, Estate Administration Department

    Dec 1998 - Jun 2002
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  Cullen and Dykman Bleakley Platt LLP

  Apr 2003 - Jan 2004

  Associate

  Associate in trusts and estates department focusing on all aspects of trusts and estates. Duties included preparing documents related to all aspects of trusts and estates practice, overseeing all aspects of estate administration, communicating with clients and persons interested in estates, attending hearings and calendar calls, preparing and reviewing estate tax returns, and formulating and implementing estate plans.

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  Meltzer, Lippe, Goldstein & Breitstone, LLP

  Feb 2004 - Jul 2005

  Associate

  Associate in trusts and estates department focusing on all aspects of trusts and estates. Duties included preparing documents related to all aspects of trusts and estates practice, overseeing all aspects of estate administration, communicating with clients and persons interested in estates, attending hearings and calendar calls, preparing and reviewing estate tax returns, and formulating and implementing estate plans.

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  Fleischman & Bekerman, LLP

  Aug 2005 - Jul 2007

  Partner

  Partner in boutique firm specializing in both trusts and estates and real estate. Primary work responsibilities relate to assisting clients in all aspects of trusts and estates, including planning, administration and litigation, with a special emphasis on high net worth clients.

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  New York Law School

  Apr 2007 - now

  Adjunct professor teaching courses in all areas of trusts and estates, including Estate Planning, Estate Administration, Estate & Trust Litigation, New York Wills Practice, Estate and Gift Taxation and the Income Taxation of Trusts and Estates. Responsible for overall administration of graduate tax program. Responsibilities include coordination with faculty and administration, mentoring and advising students, overseeing registration and other program functions, and supervising and implementing special projects.

  • Distinguished Adjunct Professor of Law

    Dec 2019 - now

  • Adjunct Professor Of Law

    Dec 2003 - Dec 2019

  • Associate Director, Graduate Tax Program

    Apr 2007 - Jun 2009
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  Law Office of Marc S. Bekerman

  Aug 2007 - Sept 2023

  Solo practitioner

  Solo practitioner specializing in trusts and estates. Assist clients in all aspects of trusts and estates, including planning, administration and litigation, with a special emphasis on high net worth clients.

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  Binghamton University

  Jul 2011 - Apr 2015

  Member of Alumni Association Board of Directors

  Secretary and Member of Board of Directors of Alumni Association along with various committees and subcommittees including Budget Committee and Volunteer Engagement Committee

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  St. John's University School of Law

  Aug 2019 - now

  Adjunct Professor of Law

  Adjunct professor teaching courses in Trusts and Estates, Estate Administration and Estate Planning.

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  Kurzman Eisenberg Corbin & Lever LLP

  Oct 2023 - now

  Partner

  I am a partner in the trusts and estates department of Kurzman Eisenberg Corbin & Lever, LLP. I specialize in estate planning and the administration of trusts and estates while also having a background in trust and estate litigation and guardianship proceedings. I continue to teach various law school classes in trusts and estates.