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Isaac A. Saufer
New York Office

437 Madison Avenue
New York, NY 10022

P: 212-867-9500
F: 212-599-1759

Biography

Isaac A. Saufer focuses on estate planning, trusts and estates, trusts and estates administration, real estate, and issues related to cooperatives and condominiums.

Before joining Montgomery McCracken, Isaac was a partner with Kurzman Karelsen & Frank, LLP.

Selected Publications

  • Co-authored “Tax Benefits of a Charitable Remainder Trust,” November/December 1995 issue of REAL ESTATE TODAY
  • Co-authored Bergerman & Roth (New York Real Property Forms) volume on Cooperative Housing Corporations, published by Matthew Bender & Co., Inc., 1986-1987

Selected Speaking Engagements

  • Faculty member for the program “Hot Topics Affecting Cooperatives and Condominiums 2016,” at the New York City Bar, 2016
  • Adjunct Associate Professor at New York University School of Continuing and Professional Studies, Law and Practice Program for Attorneys and Paralegals, Practicing Paralegal Studies Program, and Paralegal Diploma Program; course subject: Wills, Trusts and Estates, 1988-Present
  • Instructor at Baruch College, Paralegal Studies Programs; course subject: Wills, Trusts and Estates, 1988
  • Lecturer at Merrill Lynch seminar on the topic of “Estate Planning, Legacy Protection and Domestic Partnerships,” 2010
  • Lecturer at MetLife Long-Term Care Insurance seminar on the topic of “Estate Planning,” 2010
  • Lecturer at Lambda Independent Democrats of Brooklyn seminar on the topic of “Estate Planning for Same-Sex Couples; How to Address Your Unique Needs and Protect Your Loved Ones,” 2007
  • Lecturer at New York City BAR/LeGaL seminar on the topic of “Estate Planning for Same Sex& Unmarried (Heterosexual) Couples,” 2006
  • Lecturer at Merrill Lynch seminar on the topic of “The Art of Estate Planning and the New Tax Law,” 2001
  • Lecturer at Swann Galleries seminar on the topic of “The Art of Estate Planning,” 2000
  • Lecturer at the American Cancer Society seminar on the topic of “The Art of Estate Planning,” 2000
  • Lecturer at the American Cancer Society-New York City Division, Special Events Committee seminar on the topic of “Is It Time to Review My Estate Plan?,” 1997
  • Lecturer at The CPA Club of Manhattan seminar on the topic of “Transfer of Cooperative Apartments to Trusts: A Review & Update,” 1997
  • Lecturer at the Sephardic Community Center, Brooklyn, seminar on the topic of “Advanced Directives in Estate Planning,” 1997
  • Lecturer at The CPA Club of Manhattan seminar on the topic of “Transfer of Cooperative Apartments to Trusts,” 1995
  • Lecturer at the Bronx Regional Interagency Council on Aging Conference on the topic of “The New Adult Guardianship Law,” 1993
  • Lecturer at the National Federation of Paralegal Associations, Inc. annual seminar on the topic of “Trusts and Estates,” 1991
  • Lecturer at The CPA Club of Manhattan seminar on the topic of “Current Income Tax Issues Facing Housing Cooperatives,” 1991
  • Lecturer at Federation of New York Housing Co-Operatives annual seminar on the topic of “Authority, Responsibilities, Duties and Accountability of Co-Op Boards of Directors,” 1987

Community Involvement

  • Member of the Rockefeller University Hospital Institutional Review Board (2012-present)
  • Director and Secretary of Harpo Foundation, Inc., a private foundation (2006-present)
  • Director, Administrator and Secretary/Treasurer of Metzger-Price Fund, Inc., a private foundation (1991-present)
  • Served as Vice Chair of the American Cancer Society, Eastern Division, Planned Giving Council (1999-2005)

Honors & Awards

  •  Martindale-Hubbell® AV Pre-eminent rating

Professional Activities & Achievements

  • New York State Bar Association
    • Tax Subcommittee of the Committee on Condominiums and Cooperatives, 1991-2005
  • The Florida Bar Association
  • New York County Lawyers Association
    • Committee on Estates, Trusts and Surrogate’s Court Practice, 1983-1990
  • The Association of the Bar of the City of New York
    • Secretary, Committee on Condemnation and Tax Certiorari, 1992-95

Academic Achievements

Isaac received a J.D. degree from Brooklyn Law School in 1978 and a LL.M. degree in Taxation from the New York University School of Law in 1982. He graduated from Yeshiva University with a B.A. degree, magna cum laude, in 1975.