Jane E. Bernardini
A senior advisor at Anchin and a member of the Firm’s Private Client Group, Jane has more than 30 years of experience providing high net worth individuals and family offices with a full range of estate planning and wealth preservation services.
Jane specializes in estate planning, gifting and charitable giving, and the preparation of estate and income tax returns. She has particular expertise in foreign trust planning and administration. Additionally, Jane manages the financial planning for multi-generational families, including asset protection planning as well as planning for long-term financial security and wealth preservation. She is also one of Anchin’s primary presenters on issues related to art ownership, valuation and documentation.
Jane is a member of the Estate Planning Committee of the New York State Society of Certified Public Accountants (NYSSCPA), the NYSSCPA Family Office Committee, the Personal Financial Specialist division of the American Institute of Certified Public Accountants (AICPA), and the Financial Women's Association. She is also on the Board of Directors of the Estate Planning Council of NYC and a member of the Society of Trust & Estate Practitioners (STEP). Jane has lectured for the NYSSCPA on planning issues regarding non-traditional estates.
- Private Client
- Tax Planning and Compliance
- Trusts and Estates
- Tax-advantaged ways grandparents can give to grandchildrenSeptember 10, 2017
Jane Bernardini, Partner and member of Anchin Private Client, shares some tips on tax advantages for grandparents providing support for future generations.
- How Grandparents Can Care For Future Generations in a Tax-Advantaged WayAugust 22, 2017
Grandparents that provide financial support for their grandchildren should be aware that there are certain tax advantages available to them.
- U.S. Supreme Court Decision in Obergefell v. Hodges Has Far-Reaching Tax and Benefits Implications for Same-Sex Married CouplesJuly 17, 2015
On June 26, 2015, there was a groundbreaking decision in Obergefell v. Hodges. Two years after the Supreme Court ruled Section 3 of the Defense of Marriage Act (DOMA) unconstitutional in United States v. Windsor, the Supreme Court declared that same-sex couples have a right to marry anywhere in the United States under the freedom to marry ruling.