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Frederic N. Bruckner, JD - Principal

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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) in order to substantially optimize the after-tax return to the ultimate beneficiaries. Fred is involved in other planning areas regarding the transfer of these policies; from ensuring that the transfer does not run afoul of any hidden income tax traps (e.g., how best to avoid the "transfer for value" trap) to recommending the most appropriate type of trust and ensuring that the most efficient tax clauses are included in the related trust agreements. Fred is experienced in the technique of having a profit sharing plan own a second to die life insurance policy.

In addition, Fred has been involved with a number of closely-held business restructuring transactions including mergers and recapitalizations, and has advised clients regarding the consequences.

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Featured In

  • MWE Named a 2021 Forbes Best Tax & Accounting Firm

    For the second year in a row, MWE was named a Forbes Best Tax & Accounting Firm in America.MWE was one over 170 firms recognized in both the tax and accounting categories out of 18,000+ tax & accounting firms.

  • COVID-19-Related Relief Is Signed Into Law

    Updated: January 7, 2021 On December 27, 2020, President Trump signed into law the Consolidated Appropriations Act, 2021 (“The Act”).This was the fourth stimulus package passed in 2020 and comes after months of protracted negotiations.

  • Significant Tax Provisions of the CARES Act

    On March 27, 2020 President Trump signed into Law the Coronavirus Aid, Relief, and Economic Security Act.The sweeping legislation gives substantial relief to business owners and individuals.

  • New York State Provides Limited Penalty Relief For Sales Tax Vendors

    In the wake of declaring a State Disaster Emergency, New York Governor Cuomo has issued an executive order expanding the Tax Commissioner’s authority to abate late filing and payment penalties to also allow the Commissioner to abate interest on quarterly sales and use tax filings and remittances with a due date of March 20, 2020…

  • New Employment Tax Credits Under Families First Corona​virus Response Act

    President Trump has signed into Law the Families First Coronavirus Response Act (FFCRA).The FFCRA requires that certain employers provide expanded paid leave and/or emergency family leave to certain employees.

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Long Island

1500 RXR Plaza - West Tower, Uniondale, NY 11556
T 516.747.2000 // F 516.747.6707

New York City

757 Third Avenue, Suite 2002, New York, NY 10017
T 212.973.1000 // F 212.973.1004

Grand Cayman

27 Hospital Road, Fifth Floor, P.O. Box 1748GT
George Town, Grand Cayman, Cayman Islands, B.W.I