Gerard has focused his entire career in law on estate and trust matters. He has assisted over a thousand clients with their estate planning needs from simple wills and powers of attorneys to complex trusts. He has also represented countless executors and trustees in the administration of their trusts and estates.
Gerard has also personally handled every aspect of a trial from the initial inception and pleadings, depositions before trial, motion practice, and full trials from opening argument to verdict. His particularized knowledge of estate and trust matters is invaluable in arguing the specific and sometimes subtle positions that need to be made in estate and trust trial work. He has represented clients in will contests, MHL Article 81 Guardianship proceedings, executor removal proceedings, contested accountings, and more. He is also often appointed by the Surrogate and Supreme Courts as a court-appointed attorney and as a Court Evaluator in estate and Trust matters.
Gerard attained his CPA while employed with the worldwide accounting firm of Ernst and Young, LLP in White Plains, NY. He then graduated from Boston College Law School. Gerard is admitted to practice law in New York and North Carolina. He is also admitted to practice in the U.S. Northern District of New York federal court.
His extensive background, both in estate law and tax law, is vital in advising our clients when it comes to estate and trust planning, administration, and litigation which can help avoid the pitfalls and dangers involved when taking part in these legal processes.