Adam J. Osterweil

Adam J. Osterweil is a partner in the Estate Planning & Administration Group, focusing on estate, gift and income tax planning, as well as estate and trust administration and charitable giving.

Mr. Osterweil helps move clients toward their estate planning goals by drafting wills, revocable trusts and irrevocable trusts for estate and tax planning purposes. Mr. Osterweil also works with Executors and Trustees in all aspects of estate and trust administration. 

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. 

Mr. Osterweil is on the Board of Directors of the Estate Planning Council of NYC. He is a member of the New York City Bar Association, New York State Bar Association, and Connecticut Bar Association. He is admitted to practice in New York, Connecticut and New Jersey state courts.

awards & recognition

Connecticut Rising Star by New England Super Lawyers magazine (2011)

 "Rising Star" by Super Lawyers magazine (2010), (2014 - 2022)

education

Syracuse University College of Law (J.D.)

University of Pennsylvania (B.A.)

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

The Real Deal Magazine Largest Deal of the Day

Congratulations to our client, Sandra Halpern, whose sale of a commercial property in Queens, New York, was featured in The Real Deal as the largest deal of the day. Frankfurt Kurnit’s Larry Welch advised Ms. Halpern on the sale, Adam J. Osterweil advised on trust and estate issues, and Michael La Femina, Réne Scotland, Nikki Torain, Hilary Geier, and Don Thoresen provided valuable assistance in closing the deal. View Article

Increased Exemption for 2023 Creates Estate Planning Opportunities

The Federal estate, gift and generation-skipping transfer (“GST”) tax exemption amounts have increased in 2023 to $12.92 million per individual (up from $12.06 million in 2022). Read more.

Thirty-four Frankfurt Kurnit Attorneys Named to Super Lawyers New York Metro List for 2022

The list includes: Christopher R. Chase, Victoria Cook, Lisa E. Davis, Caren Decter, Catherine M.C. Farrelly, Michael P. Frankfurt, Hayden Goldblatt, Jeffrey A. Greenbaum, John B. Harris, Richard B. Heller, Richard Hofstetter, Nicole Hyland, Candice Kersh, Brian E. Maas, Richard Maltz, Jeffrey Marks, Kimberly Maynard, Mark Merriman, Ronald C. Minkoff, Brian G. Murphy, Edward H. Rosenthal, Terri Seligman, Barbara E. Shiers, Wendy Stryker, Hannah Taylor, Linda Wank, S. Jean Ward, and Maura Wogan. Aaron Deitsch, Christina Jenkins, Sasha Levites, Tyler Maulsby, Jordyn Milewski, and Adam Osterweil are listed as “Rising Stars.” Read more.

Thirty-four Frankfurt Kurnit Attorneys Named to Super Lawyers New York Metro List for 2021

The list includes: Christopher R. Chase, Victoria Cook, Lisa E. Davis, Caren Decter, Catherine M.C. Farrelly, Michael P. Frankfurt, Hayden Goldblatt, Jeffrey A. Greenbaum, John B. Harris, Richard B. Heller, Richard Hofstetter, Nicole Hyland, Candice Kersh, Rick Kurnit, Brian E. Maas, Richard Maltz, Jeffrey Marks, Kimberly Maynard, Mark Merriman, Ronald C. Minkoff, Brian G. Murphy, Edward H. Rosenthal, Terri Seligman, Thomas D. Selz, Barbara E. Shiers, Wendy Stryker, Linda Wank, S. Jean Ward, and Maura Wogan. Marcie Cleary, Christina Jenkins, Sasha Levites, Tyler Maulsby, and Adam Osterweil are listed as “Rising Stars.” Read more.

Law360 Names Attys Who Moved Up the Firm Ranks

Law360 mentions Tiffany Caterina, Marcie Cleary, Daniel Goldberg, Sasha Levites, Tyler Maulsby, Julie Murray and Adam Osterweil’s promotion to partner. View Article

New York Extends Remote Notarization and Document Execution to January 29, 2021

By Executive Order 202.87 issued December 30, 2020, New York’s remote notarization and document execution procedures are extended through January 29, 2021. Read more.

New York Implements Substantial Changes to Power of Attorney Law

On December 15, 2020, Governor Cuomo signed into law a long-awaited bill regarding New York’s Power of Attorney form, which will take effect in the summer of 2021. Read more.

New York Extends Remote Notarization and Document Execution to January 1, 2021

By Executive Order 202.79 issued December 2, 2020, New York’s remote notarization and document execution procedures are extended through January 1, 2021. Read more.

New York Extends Remote Notarization and Document Execution to December 3, 2020

By Executive Order 202.72 issued November 3, 2020, New York’s remote notarization and document execution procedures are extended through December 3, 2020. Read more.

Thirty-four Frankfurt Kurnit Attorneys Named to Super Lawyers New York Metro List for 2020

The list includes: Christopher R. Chase, Victoria Cook, Lisa E. Davis, Catherine M.C. Farrelly, Michael P. Frankfurt, Hayden Goldblatt, Jeffrey A. Greenbaum, John B. Harris, Richard B. Heller, Richard Hofstetter, Nicole Hyland, Candice Kersh, Rick Kurnit, Brian E. Maas, Richard Maltz, Jeffrey Marks, Kimberly Maynard, Mark Merriman, Ronald C. Minkoff, Brian G. Murphy, Edward H. Rosenthal, Terri Seligman, Thomas D. Selz, Barbara E. Shiers, Wendy Stryker, Linda Wank, S. Jean Ward, and Maura Wogan. Marcie Cleary, Christina Jenkins, Sasha Levites, Tyler Maulsby, Adam Osterweil and Rachel Santori are listed as “Rising Stars.” Read more.

Frankfurt Kurnit Elects Seven New Partners

Frankfurt Kurnit has elected as partners Tiffany R. Caterina, Marcie Cleary, Daniel M. Goldberg, Sasha H. Levites, Tyler Maulsby, Julie Murray, and Adam J. Osterweil. The promotions take effect January 1, 2021. Read more.

New York Extends Remote Notarization and Document Execution to October 4, 2020

By Executive Order 202.60 issued September 4, 2020, New York’s remote notarization and document execution procedures are extended through October 4, 2020. Read more.

How COVID-19 Affects Estate Planning Today 

The pandemic has prompted many of our clients and friends to focus on their estate planning --  finalizing Wills and estate planning documents that had been in progress, or just getting the planning process started with a new sense of urgency. Read more.

New York Remote Document Execution Expires August 5th

New York State Executive Order 202.48, issued July 6, 2020, which extended New York’s remote document execution procedures, is set to expire on August 5, 2020. Read more.

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

In previous Tax Alerts (here and here), we advised you that most April 1 - July 14, 2020 federal tax filing and payment deadlines had been extended to July 15, 2020. Read more.

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 Frankfurt Kurnit Attorneys Named to Super Lawyers Metro List for 2019

Super Lawyers magazine lists thirty Frankfurt Kurnit attorneys in its 2019 NY-area edition. Read more.

Thirty-two Frankfurt Kurnit Attorneys Named in Super Lawyers Magazine for 2018

Super Lawyers magazine lists thirty-two 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-four Frankfurt Kurnit Attorneys Named “Super Lawyers” for 2016

Super Lawyers listed thirty-four Frankfurt Kurnit attorneys in its 2016 edition. Read more.

Thirty-three Frankfurt Kurnit Attorneys Named “Super Lawyers” for 2015

Super Lawyers listed thirty-three Frankfurt Kurnit attorneys in its 2015 edition. Read more.

Thirty-one Frankfurt Kurnit Attorneys Named “Super Lawyers” for 2014

Super Lawyers listed thirty-one Frankfurt Kurnit attorneys in its 2014 edition. Read more.