Thomas R. Amlicke has been a trusts and estates and an estate-planning lawyer for over 50 years. For the first eight years of his practice, Tom divided his time between litigation, trusts and estates, and estate planning. Currently, he devotes his time to trusts and estates administration, estate planning, and surrogate’s court litigation.

As a result of his estate planning work, Tom received the Accredited Estate Planner® (AEP®) designation by the National Association of Estate Planners and Councils in 2004. He was also selected for inclusion in the 2008 New York Super Lawyers in the New York metropolitan area, and has been selected for inclusion every year since 2008.

Tom devotes a substantial amount of his time to domestic and international estate planning. His estate planning clients include U.S. citizens, non-U.S. citizens, and citizens with dual citizenship. Tom has experience advising high-net-worth individuals in their estate planning, and has regularly advised clients with assets in excess of $100 million, and, in one case, in excess of $2 billion.  Since some of Tom’s international clients live (and have assets) in more than one country, his work sometimes requires coordinating two or more estate plans for one individual or a couple.

Besides estate planning, Tom’s practice includes guardianship proceedings, standby guardianship appointments, conservatorships, elder law planning, creation of special needs trusts, and Medicaid planning.

In the area of estate and trust administration, Tom has dealt with an estate valued at more than $400 million, with national and international assets. He is currently a co-trustee of a trust with assets of more than $100 million, which is devoted to the care and well-being of animals.

  • Represented infant beneficiaries in a $600 million estate as Guardian Ad Litem. Tom spent a year working on this matter and secured a very large trust for his wards, while also helping to obtain large estate tax savings for the estate.
  • Obtained a $250,000 refund from the IRS for a client after appealing to the Appellate Division of the IRS in a matter where the IRS claimed the estate was liable for additional substantial estate taxes. As a result of his efforts, the Appellate Division agreed that not only were no additional estate taxes due, but a refund was to be awarded to the estate.
  • Represented a wealthy elderly female client who was being defrauded by a young male “friend.” Initially, the client turned against Tom (and her own best interests) and sided with the friend. Tom continued to fight for his client and eventually preserved her assets. The FBI took care of the friend, who went to jail.

Overview

Thomas R. Amlicke has been a trusts and estates and an estate-planning lawyer for over 50 years. For the first eight years of his practice, Tom divided his time between litigation, trusts and estates, and estate planning. Currently, he devotes his time to trusts and estates administration, estate planning, and surrogate’s court litigation.

As a result of his estate planning work, Tom received the Accredited Estate Planner® (AEP®) designation by the National Association of Estate Planners and Councils in 2004. He was also selected for inclusion in the 2008 New York Super Lawyers in the New York metropolitan area, and has been selected for inclusion every year since 2008.

Tom devotes a substantial amount of his time to domestic and international estate planning. His estate planning clients include U.S. citizens, non-U.S. citizens, and citizens with dual citizenship. Tom has experience advising high-net-worth individuals in their estate planning, and has regularly advised clients with assets in excess of $100 million, and, in one case, in excess of $2 billion.  Since some of Tom’s international clients live (and have assets) in more than one country, his work sometimes requires coordinating two or more estate plans for one individual or a couple.

Besides estate planning, Tom’s practice includes guardianship proceedings, standby guardianship appointments, conservatorships, elder law planning, creation of special needs trusts, and Medicaid planning.

In the area of estate and trust administration, Tom has dealt with an estate valued at more than $400 million, with national and international assets. He is currently a co-trustee of a trust with assets of more than $100 million, which is devoted to the care and well-being of animals.

Representative Matters

  • Represented infant beneficiaries in a $600 million estate as Guardian Ad Litem. Tom spent a year working on this matter and secured a very large trust for his wards, while also helping to obtain large estate tax savings for the estate.
  • Obtained a $250,000 refund from the IRS for a client after appealing to the Appellate Division of the IRS in a matter where the IRS claimed the estate was liable for additional substantial estate taxes. As a result of his efforts, the Appellate Division agreed that not only were no additional estate taxes due, but a refund was to be awarded to the estate.
  • Represented a wealthy elderly female client who was being defrauded by a young male “friend.” Initially, the client turned against Tom (and her own best interests) and sided with the friend. Tom continued to fight for his client and eventually preserved her assets. The FBI took care of the friend, who went to jail.