Mordy Mandell is Counsel in Leech Tishman Robinson Brog’s Estates & Trusts and Tax Practice Groups. Mordy is based in the firm’s New York office, where he focuses his practice on estate planning and estate administration. Mordy also has experience in real estate law, including commercial and residential closings, leases, mortgages, and joint ventures.
Mordy handles all aspects of estate and trust administration including, but not limited to, calculation of fiduciary accounting income, apportionment of taxes, allocation of expenses to principal and income, distribution of assets, audits of tax returns, post-mortem estate planning, and disclaimers.
Mordy regularly counsels clients on the preparation of simple and complex wills and trusts. He has experience with generation-skipping trusts (GST), grantor trusts, grantor retained annuity trusts (GRAT), charitable remainder trusts, qualified terminable interest property trusts (QTIP) and Reverse QTIP trusts, credit shelter trusts, qualified domestic trusts (QDOT), insurance trusts, family limited partnerships (FLP), LLCs, Crummey withdrawal powers, and hanging 5 x 5 powers.
Mordy also provides tax advice to clients related to estate planning and administration matters, private foundation matters, and general income tax matters. He is well-versed in tax compliance issues and has experience reviewing and preparing Form 1041, Form 706, Form 709, Form 990-PF, and state and personal income tax returns.
J.D., Benjamin N. Cardozo School of Law, Yeshiva University
B.A. in Economics, cum laude, Yeshiva University
U.S. Tax Court
Law Offices of Mordy Mandell
Goetz Fitzpatrick LLP
Lissner & Lissner LLP
Simon, Meyrowitz & Meyrowitz, LLP
Law Offices of Kenneth Rubinstein, P.C.