William R. Dunlop

Mr. Dunlop’s practice is focused on estate and trust administration and on estate and tax planning. He represents both U.S. and international individual clients in drafting sophisticated trusts and wills and advising on related matters; he also represents several family groups that own or control businesses. He is frequently involved in business restructurings, acquisitions, long-range planning for continuing control of businesses, buy-sell agreements, family limited partnerships and limited liability companies, redemptions, valuation issues and charitable planning. In addition, he has advised corporate fiduciaries on matters of fiduciary compensation, fiduciary taxation, prudent investments, interpretation of wills and trusts and termination of estates and trusts including judicial and non-judicial accounting proceedings.

Mr. Dunlop practices out of the firm’s New York and Melville offices.

Publications

Books:

•2006-2018: Federal Estate and Gift Taxation: An Overview

Alerts:

•1/2/2018 The Tax Cuts and Jobs Act: Impact and Planning
•3/3/2014 Action Needed to Avoid Changes to NY Estate Taxes and Trust Income Taxes
•1/16/2013 2013 Brings Estate, Gift & GST Tax “Permanency” At Last
•1/11/2011 Ring in 2011 and 2012 with the New Tax Law
•11/23/2010 Before the Stroke of Midnight - 2010 Year-End Opportunities

Other Distinctions

•Selected as a “New York Super Lawyer” for estate planning and probate, 2013-2019
•Formerly Adjunct Assistant Professor at New York University School of Continuing Education, teaching a course in estate administration and estate taxation

Community & Pro Bono

•American Heart Association Advisory Council, New York City, Member
•Memorial Sloan Kettering Cancer Center, Professional Advisor
•New York Law School Wills Clinic, Student Mentor, 2013-2015

Related Events

•Trust Your Planning
•Practicing Law Institute, lecturer

News & Publications

•NY Super Lawyers Named
•Schnader Attorneys Named to NY Super Lawyers
•Schnader Attorneys Named to Super Lawyers 2017
•Many Schnader Attorneys Named to Super Lawyers 2016
•Federal Estate and Gift Taxation: An Overview
•Super Lawyers Recognizes Many Schnader Attorneys in 2015
•Federal Estate and Gift Taxation: An Overview
•Super Lawyers Recognizes Many Schnader Attorneys in 2014
•Action Needed by March 31, 2014 to Avoid Proposed Changes to New York Estate Taxes and Trust Income Taxes
•Federal Estate and Gift Taxation: An Overview
•Super Lawyers Recognizes Many Schnader Attorneys in 2013
•2013 Brings Estate, Gift & GST Tax “Permanency” At Last
•Federal Estate and Gift Taxation: An Overview
•Before the Stroke of Midnight - 2010 Year-End Opportunities
•Federal Estate and Gift Taxation: An Overview