Adam J. Osterweil is counsel to the Estate Planning & Administration Group, focusing on estate, gift and income tax planning, as well as estate and trust administration.
Mr. Osterweil helps move clients toward their estate planning goals by drafting wills, insurance trusts, GRATs and other forms of trust agreements. Mr. Osterweil also works with executors and trustees in all aspects of estate and trust administration. In addition, he advises public and private charitable organizations on a variety of matters, including establishing tax-efficient structures, securing tax-exempt status, and other matters related to the ongoing administration of charitable organizations.
Prior to joining Frankfurt Kurnit, Mr. Osterweil was an associate in the Private Clients Group of Cummings & Lockwood, LLC advising clients on estate planning and estate and trust administration.
He is a member of the American Bar Association, New York State Bar Association and Connecticut Bar Association. He is admitted to practice in New York and Connecticut state courts.
awards & recognition
2011 Connecticut Rising Star by New England Super Lawyers magazine
2010, 2014 - 2018 "Rising Star" by Super Lawyers magazine
University of Pennsylvania (BA)
Syracuse University College of Law (JD)
Upcoming Speaking Engagements
Past Speaking Engagements
Surrogate’s Association Spring Meeting 2018
Adam J. Osterweil presents at the Surrogate’s Association Spring Meeting on “Drafting Estate Planning Documents 101” held at the NYC Bar Association.
May 17 2018
Estate Planning Basics for Everyone
Far too often, people don't have Wills or other necessary estate planning documents in place. Failing to plan could have undesirable consequences. For example, in the absence of a Will, the state determines who receives a decedent's property. Inadequate planning can also leave an individual without a say in who is appointed to administer the decedent's estate or serve as a Guardian of his or her minor children. Read more.
January 28 2014
news & press
New York Extends Remote Document Execution to August 5, 2020
By Executive Order 202.48 issued July 6, 2020, New York’s remote document execution procedures are extended through August 5, 2020. Read more.
Tax Alert: Emergency Tax Deferral Period is Almost Over
New York State Surrogate’s Courts Continue to Reopen
After weeks of uncertainty regarding commencement of probate petitions and the admission of Wills to probate, the New York State (NYS) Surrogate’s Court system has taken steps toward reopening for both essential and non-essential matters. Read more.
Remote Document Execution: Current Rules in New York, New Jersey and Connecticut
For the past month, we have been supervising the execution of our clients’ Wills and related estate planning documents through the use of audio-video technology, allowing for the completion of planning projects while maintaining appropriate social distancing. We conduct these signing conferences through the use of various technological platforms, depending on clients’ preferences or limitations – and all coordinated with clients beforehand. Read more.
Estate Planning Opportunities During the Pandemic
The pandemic’s effect on the economy has led to reduced valuations for many privately-owned and publicly-traded businesses, as well as reduced valuations for real estate and other assets. At the same time, interest rates remain at historically low levels. This unique economic environment can create estate planning opportunities for certain individuals and families. Read more.
Thirty-three Frankfurt Kurnit Attorneys Named to Super Lawyers Metro List for 2019
Super Lawyers magazine lists thirty-three Frankfurt Kurnit attorneys in its 2019 NY-area edition. Read more.
Thirty-six Frankfurt Kurnit Attorneys Named in Super Lawyers Magazine for 2018
Super Lawyers magazine lists thirty-six Frankfurt Kurnit attorneys in its 2018 edition. Read more.
April Sports Industry News
So much is happening at the intersection of sports, marketing, and entertainment that we've been inspired to send you summaries to help you put it all into context. Please enjoy this month's content. Read more.
Protecting Your Legacy: Every Athlete Needs A Game Plan For Estate Planning & Philanthropic Ventures
Athletes Quarterly recently published Adam Osterweil's article, “Protecting Your Legacy: Every Athlete Needs A Game Plan For Estate Planning And Philanthropic Ventures” which discusses unique considerations to be aware of as one starts the process of estate planning and deciding which philanthropic ventures to invest your time in. View Article
Thirty-six Frankfurt Kurnit Attorneys Named “Super Lawyers” for 2016
Super Lawyers listed thirty-six Frankfurt Kurnit attorneys in its 2016 edition. Read more.
Thirty-five Frankfurt Kurnit Attorneys Named “Super Lawyers” for 2015
Super Lawyers listed thirty-five Frankfurt Kurnit attorneys in its 2015 edition. Read more.
Thirty-two Frankfurt Kurnit Attorneys Named “Super Lawyers” for 2014
Super Lawyers listed thirty-two Frankfurt Kurnit attorneys in its 2014 edition. Read more.