Elisa GilbertVivienne GilbertBrendan O'BrienDelia Mc CabeRhonda Leonard 

VIVIENNE GILBERT

Mrs. Gilbert is a graduate of New York University and New York Law School and has practiced in the the fields of Trusts, Tax and Estate Planning area since 1977. Vivienne Gilbert designs complex revocable and irrevocable Trusts to maximize tax and business advantages, structures business succession plans to achieve the most effective transitions of closely held business assets and is expert in identifying and formulating the structures necessary to accomplish the clients personal and business objectives. Mrs. Gilbert brings a sophisticated and practical approach to achieving the objectives of high net worth clients.

As their counsel, she is sensitive to the delicacy of the senior client's needs and compassionate to their families. Under her supervision, the Team assures that the practical objectives of her clients are met efficiently and with minimal family discord.

The Firm's clientele benefit from access to a network of the highest caliber financial service providers, estates and tax accountants, book keepers, and personal care service providers for those clients considering elder care needs for themselves and family members.

Mrs. Gilbert's team guides executors in fulfilling their fiduciary duties, assists the process of valuing assets and will bring an Estate through the final accounting to the close of probate.

She has provided educational training for lawyers, accountants, and financial planners in the application of asset protection trusts, special needs trusts, Medicare trusts, grantor benefit trusts, charitable giving programs and buy-sell Agreements.

Mrs Gilbert is admitted to Federal and State Courts of the State of New York and the Supreme Court of the United States. Mrs Gilbert practices before the Surrogates Courts in; New York, Queens, Kings, the Bronx, Westchester, Nassau, Suffolk and Dutchess counties and holds the designation of a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College of Insurance.

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