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Jeffrey L. Baumstein 
New York, New York
phone (212) 944-1377
fax (212) 944-9556

Mr. Baumstein specializes in estate planning, focusing on various structures of trusts and wills to meet his clients' particular needs and goals, as well as tax planning and estate administration.

Mr. Baumstein was formerly a tax consultant and tax senior consultant at Deloitte Tax LLP, working in the banking group of the financial services industry department, focusing largely on the taxation of both domestic banks and U.S. branches of large multinational banks.

Mr. Baumstein graduated from the University of Pennsylvania with a Bachelors of Arts in Economics, with a minor in Legal Studies and History. He then concurrently earned both his Juris Doctor from the Fordham University School of Law and Masters in Business Administration with a concentration in Finance from the Fordham University Graduate School of Business Administration, where he was granted membership in Beta Gamma Sigma.

Areas of Practice:
Estate Planning and Administration
High Net Worth Individuals
Education:
Fordham University School of Law, New York, New York
Juris Doctor


Fordham University Graduate School of Business Administration, New York, New York
Masters in Business Administration
Concentration:  Finance

University of Pennsylvania, Philadelphia, Pennsylvania
B.A.
Major: Economics


(212) 944-1377

 
 
 
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