Andrew T. Wolfe, Esq.

awolfe@hartmanwinnicki.com | E-mail Disclaimer
Member

Education

New York University School of Law, LLM in Taxation, 1987
Seton Hall School of Law, J.D., 1984
Muhlenberg College, B.S., Economics and Accounting, 1981

Bar Admissions

• New Jersey, 1984
• U.S. Tax Court, 1984
• U.S. District Court, District of New Jersey, 1984
• U.S. Supreme Court, 2018
• New York, 2019

Areas of Concentration

Trust and Estate Planning, Estate Administration & Tax Law Practice

Corporate & Business Law

Estate planning; asset protection planning; charitable planning; elder law; probate matters and estate/trust administration; gift, estate and GST taxes; income taxation of estates and trusts; business succession planning; tax controversy matters; serves as Executor and/or Trustee for his clients’ estates and trusts.

Memberships and Affiliations

• Estate Planning Council of Northern New Jersey (Member, former Board Member)
• New Jersey State Bar Association (Member of Taxation Section and Real Property, Trust and Probate Section)
• New Jersey Society of Certified Public Accountants (Member)
• American Association of Attorney – CPAs (Member)
• Muhlenberg College Alumni Board (Member)
• Jespy House, Inc., a non-profit located in South Orange, NJ (former Treasurer and Board Member)
• Temple Sinai of Bergen County (former Controller and Board Member)
• United Brothers of New York, NY (Member)

Prior to joining Hartman & Winnicki, Andy was Director of Estate Planning at JH Cohn, LLP, one of the nation’s largest regional accounting and consulting firms. He has published numerous articles on estate and trust planning issues, and frequently lectures on tax, trust and estate planning topics to various professional and civic organizations.

Publications and Alerts:

• Co-Author, SLATs Provide Flexible Plans for Many Clients (May 15, 2017)

• Co-Author, New Jersey Inheritance Tax: Planning Considerations in Light of Repeal and Possible Federal Changes (April 1, 2017)

• Co-Author, Communicating to Clients About Planning Uncertainty (January 26, 2017)

• Co-Author, Repeal and Uncertainty Impacts Estate Administration (January 5, 2017)

• Co-Author, Impact of Federal Estate Tax Repeal, Planning for 2017 and Beyond (January 3, 2017)

• Co-Author, New Jersey (and Other) State Estate Tax Changes, How They’re Affected By the Current Environment of Planning Uncertainty (December 2016)

• Author, Tax, Trusts and Estates Alert – New Jersey to Eliminate Its Estate Tax (October 2016)

• Author, Zeroing in On Zeroed-Out GRATs (November-December 2010)

• Co-Author, New Jersey Will and Trust Forms Manual (Third Ed.), published by New Jersey ICLE (January 1, 2000)

• Co-Author, West’s Legal Forms, Revised Second Ed., Domestic Relations with Tax Analysis (May 1995)