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Patricia Galteri

Chair, Wills Trusts & Estates Law

Ms. Galteri's practice includes the development of estate and family business plans to ensure the tax efficient transfer of wealth to the next generation while meeting the specific personal goals of her clients. She implements such plans through the use of wills and grantor trusts, irrevocable life insurance trusts, generation skipping trusts, grantor retained annuity trusts and other arrangements designed to transfer property at little or reduced gift tax cost to selected beneficiaries. Nomination of agents under Powers of Attorneys and Health Care Proxies also play an important role in effecting her clients’ intentions...read more.

Wills, Trusts & Estates

  • Counsels several prominent high net-worth individuals and founders of several family businesses on Long Island in their estate planning matters.
  • Engages in dynastic trust planning for high net-worth individuals.
  • Defends gift and estate tax audits with complex valuation issues.
  • Instrumental in bringing highly contested estate and trust accounting proceedings to settlement.

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