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 ATTORNEYS                                   
Maurice R. Kassimir 
New York, New York
 
phone (212) 944-1377
fax (212) 944-9556

Mr. Kassimir specializes in sophisticated estate tax planning strategies, estate administration and business succession planning.

Mr. Kassimir was previously associated with a major New York City law firm and the tax department of Coopers & Lybrand.

Mr. Kassimir graduated summa cum laude from the State University of New York at Albany in 1977, with a Bachelor of Science degree in Accounting. He then received his Juris Doctor with distinction, from Hofstra University’s School of Law (1980), and his Master of Law degree in Taxation from the New York University School of Law (1983).

Mr. Kassimir is a member of the Estate Planning Council of the City of New York. He is also an author on sophisticated tax planning strategies, including minimum distribution planning out of qualified plans and IRA’s. His article entitled “The Revocable-Irrevocable Life Insurance Trust“, published in the CPA Journal (August 2002), discusses the benefits of using second-to-die life insurance in a profit sharing plan. Mr. Kassimir is a frequent lecturer for New York banks, life insurance companies and professional organizations on sophisticated estate planning strategies and succession planning for closely held business owners. His clients generally consist of high net worth individuals, closely held business owners and executives of private and public companies.

Areas of Practice:
Estate Planning
Minimum Distribution Planning
Succession Planning for Closely-Held Business Owners
Insurance Planning
Retirement Planning
Estate Administration
Bar Admissions:
New York, 1980
Education:
New York University School of Law, New York, New York, 1983
Master of Law
Major:  Taxation
 
Hofstra University School of Law, Hempstead, New York, 1980
Juris Doctor
Honors: With Distinction

 
State University of New York at Albany, 1977
Bachelor of Science
Honors: Summa Cum Laude
Major:  Accounting
 
Published Works:
The Revocable-Irrevocable Life Insurance Trust, CPA Journal, August, 2002

 
Author on Sophisticated Tax Planning Strategies
 
Representative Clients:
High Net Worth Individuals
Closely Held Business Owners
Executives of Private and Public Companies
Classes/Seminars Taught:
Lectured on Sophisticated Estate Planning Strategies and Succession Planning for Closely Held Business Owners, New York Banks

 
Lectured on Sophisticated Estate Planning Strategies and Succession Planning for Closely Held Business Owners, Life Insurance Companies

 
Lectured on Sophisticated Estate Planning Strategies and Succession Planning for Closely Held Business Owners, Professional Organizations
 
Professional Associations and Memberships:
Estate Planning Council of the City of New York
Member
 
Past Employment Positions:
Coopers & Lybrand


 

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