Bio

Fred Bruckner is a principal with Baker Tilly. Fred specializes in estate and gift tax planning including the transfer of property (e.g., real estate, closely held business interests, etc.) to younger family members. He advises clients on a wide variety of estate planning techniques ranging from sales to intentionally defective grantor trusts, family LLCs, dynasty trusts, grantor retained annuity trusts, qualified personal residence trusts, Walton GRATs, etc. Fred advises clients with respect to issues that arise concerning life insurance including whether ownership of existing life insurance policies should be transferred to a new owner (quite often a new or existing trust) to substantially optimize the after-tax return to the ultimate beneficiaries. Juris Doctor St. John’s University (Queens, New York); Masters of Laws, tax New York University Graduate School of Law (New York City); Bachelor of Arts Queens College (Queens, New York);