Having practiced trusts and estates law with major New York City firms since 1986, Joann T. Palumbo has deep experience in estate planning and estate and trust administration, including representation of individuals and institutions. She is experienced in Surrogate’s Court proceedings, as well as in estate and fiduciary income tax and estate-related intellectual property issues.
Joann offers clients a broad range of trusts and estates services:
Thirty-two lawyers from Tarter Krinsky & Drogin have been named to the 2020 New York Metro Super Lawyers and Rising Stars lists, an increase from 2019. Last year, twenty-three firm lawyers were ranked as Super Lawyers and seven were ranked on the Rising Stars list, and this year, twenty-eight firm lawyers were ranked as Super Lawyers and four were ranked as Rising Stars.
Thirty-two lawyers from Tarter Krinsky & Drogin have been named to the 2019 New York Super Lawyers and Rising Stars lists, a rise in Tarter Krinsky & Drogin attorneys awarded as top lawyers in New York. The annual Super Lawyers list recognizes the top five percent of lawyers in New York for their professional achievements. Lawyers are selected through a process that includes independent research, peer nominations and peer evaluations.
Trusts and Estates counsel Joann Palumbo was featured in a Considerable.com article, “The Estate Planning Move You’ve Got to Get Right.” In the article, which highlights the issues that may arise when naming an executor to a will, Joann explains that there can be trust issues, especially if some family members feel that the person named executor isn’t reliable, or someone who does not make sensible financial decisions.
Thirty lawyers from Tarter Krinsky & Drogin have been named to the 2018 New York Super Lawyers and Rising Stars lists as top lawyers in New York. The annual Super Lawyers list recognizes the top five percent of lawyers in New York for their professional achievements. Lawyers are selected through a process that includes independent research, peer nominations
Joann Palumbo has been named an Alumni of Distinction from The SUNY Oneonta Alumni Association. Joann was recognized along with other alumni from various fields.
This year, 28 lawyers from Tarter Krinsky & Drogin have been named to the 2017 New York Super Lawyers and Rising Stars lists as top lawyers in the state. The annual Super Lawyers list recognizes the top five percent of lawyers in New York for their professional achievements. Attorneys are selected through a process that includes independent research, peer nominations and peer evaluations.
Four Tarter Krinsky & Drogin attorneys were ranked on the Rising Stars list, which recognizes the top 2.5 percent of lawyers who either are under the age of 40 or have been in practice for 10 years or less.
New York Metro Super Lawyers has named 21 Tarter Krinsky & Drogin lawyers in 10 practices to its 2016 list.
The 2015 New York Super Lawyers recognized 22 of Tarter Krinsky & Drogin’s attorneys.
Joann Palumbo, Partner in Tarter Krinsky & Drogin’s Trust and Estates Practice, was featured in the NY Family Law Monthly section of Law Journal Newsletters. The article titled “Dying Intestate After Divorce” discusses how it is essential for divorced parents to have a signed will and the consequences for lacking one.
Tarter Krinsky & Drogin Counsel Joann T. Palumbo has been recognized for her work in estate planning and probate law in the 2008 New York Metro edition of Super Lawyers.
We are pleased to announce that Joann T. Palumbo has joined the firm as Counsel.
On April 30, Trusts and Estates counsel Joann Palumbo will be a featured speaker at the 92nd Street Y Estate Planning Seminar. During this seminar, Joann will use a case-study approach to build upon estate and charitable planning concepts.
On June 25, Corporate and Securities partner Alan Gaynor and Trusts and Estates counsel Joann Palumbo will be featured panelists at Vistage’s breakfast forum, “Why You Need an Exit Strategy Today.”
Joann Palumbo, Counsel in the Trusts and Estates Practice, will speak at the “Planning for Now and into the Future: An Overview of Trusts and Estates and Elder Law” seminar at Fordham University.
Joann T. Palumbo spoke at a New York State Bar Association seminar on “Probate and Administration of Estates.”
More and more, people are being advised to add “transfer on death” designations to their non-IRA brokerage assets. This increasingly popular tool has both benefits as well as detractions and is best used only in certain circumstances. Our alert below provides an overview of the designations and explores how and when they can be used most effectively.
As we start a new year, we would like to share with you some of our most popular legal alerts from 2020. Our top alerts range from bankruptcy, construction, COVID-19, labor & employment, immigration, trusts & estates, corporate & securities, litigation and intellectual property, reflecting the broad array of our full-service practice. We hope that our alerts have been helpful to you and your colleagues, and demonstrate our commitment to providing important information to you.
As students return to colleges and universities across the United States amid COVID-19 concerns, students, their parents and their families should ensure that arrangements for the student’s medical decision-making for an emergency are made. These arrangements will protect the student if they cannot make medical decisions for themselves and ensure that their loved ones will be entitled to receive protected Medical information. It is important, and often forgotten, that anyone over the age of 18 is legally an adult and can no longer rely on the legal authority of their parents as their legal guardian to help them make medical decisions.
As the world searches for a new normal, it is more important than ever to make sure that the interests of you and your loved ones are properly protected. We have compiled the below list of the basic life and estate planning documents that we recommend every adult (individuals over 18) have in place.
As we start a new year, we would like to share with you some of our most popular legal alerts from 2019.
Our top-read alerts range from construction, labor & employment, tax, immigration, trusts & estates, cooperatives & condominiums, real estate, corporate & securities, litigation and intellectual property, reflecting the broad array of our full-service practice. We hope that our alerts have been valuable to you and your colleagues, and demonstrate our commitment to providing helpful information to you.
The SECURE Act was enacted into law. It is effective on January 1, 2020. The Act makes significant changes to the existing landscape of retirement accounts.
Many of our clients like to make annual gifts to their children and grandchildren. Such gifts may be subject to a gift tax (to be paid by the donor), however, federal law offers certain exceptions that can help gift givers enjoy a bit of tax relief while still generously sharing their wealth with the next generations.
Having a will is imperative to ensure that your money and belongings are distributed according to your wishes after your death. Wills can distribute property, name an executor and guardians for children, forgive debts and more. If you pass away without a will, your estate will be settled in accordance with state law. In this alert, Trusts & Estates counsel Joann Palumbo explores the reasons why people do not create a will and what happens to your assets without a will.
When going through a divorce, there are almost no limits to the number of personal, financial and logistical issues the soon-to-be former spouses must confront. One issue that sometimes falls through
the cracks is the need to create and execute a new will to reflect post-divorce realities. Too often, though, the task of changing a will is put on the back burner; sometimes, until too late.