Steven G. Chill

Steven Chill’s practice focuses on Estate Planning and Administration and Charitable Organizations. His clients include high net-worth individuals, professionals, business owners, individual and corporate fiduciaries and charitable organizations.

Steven’s Estate Planning and Administration practice include: 

• Developing creative estate plans to minimize estate, gift and generation-skipping transfer taxes to provide for the preservation of family wealth
• Handling all aspects of the administration of estates and trusts, including post mortem tax planning
• Counseling families on estate-planning opportunities available with respect to closely held businesses and the transfer of such businesses to younger generations
• Handling matters before the Internal Revenue Service and the New York State Department of Taxation and Finance, including audits, appeals and ruling requests
• Handling Surrogate’s Court matters
• Analyzing the appropriateness of the use of various insurance products as part of an estate plan
• Advising clients on the use of estate planning techniques that provide benefits for the family as well as for charitable organizations
• Advising executors and trustees in the discharge of their fiduciary duties

Steven’s Charitable Organizations practice includes: formation of not-for-profit organizations; obtaining and maintaining Section 501(c)(3) recognition; and counseling public and private charitable organizations on fundraising and administrative matters. He also serves as an officer and/or director of several not-for-profit organizations.

• “Essential Estate Planning Documents,” Client Alert, July 15, 2020
• “Virtual Will Signings in New York,” Client Alert, April 8, 2020
• “COVID-19: Estate Planning in Uncertain Times,” Client Alert, April 5, 2020
• “SECURE Act” Limits Estate Planning with Retirement Accounts,” Client Alert, February 10, 2020
• “Proposed Rules May Drastically Restrict Valuation Discounts For Gifts And Bequests Of Interests In Family Controlled Entities,” Client Alert, August 25, 2016
• “Estate Planning under the Tax Relief Act of 2012,” Client Alert, January 2013
• “Action Points for the Tax Relief Act of 2010,” Client Alert, February 14, 2011
• “Tax Relief Act of 2010 Estate Planning Opportunities,” Client Alert, December 20, 2010
• “Possible Death Knell for GRATs,” Client Alert, March 23, 2010
• “The Federal Estate Tax Has Been Repealed (at least for now),” Client Alert, January 25, 2010
• “Undisclosed Offshore Accounts: IRS Offers Limited Tax Amnesty But The Window Of Opportunity Is Short,” Client Alert, June 4, 2009
• “Married Couples: Taking advantage of the new $3,500,000 Federal estate tax exemption can significantly increase your New York estate tax bill,” Client Alert, February 2009
• “Low Interest Rates and Slumping Market, a Powerful Incentive for Creation of Grantor Retained Annuity Trusts,” Client Alert, September, 2008
• “Client Alert,” June 2006
• “Computer Conundrums Baffle Executors,” Client Alert, July 1, 2004
• “Language in the Health Insurance Portability and Accountability Act (HIPPA) May Impede Implementation of Your Intentions in Your Health Care Proxy or Power of Attorney,” Client Alert, March 2004
• “New York’s Failure to Amend Its Estate Tax Law Can Be Very Costly to Non-Residents,” Tax Bulletin, May 2003
• “Save Money and Pay for College by Unlocking the Potential of Section 529,” Client Alert, March 2003

• Writer and speaker on estate planning, wealth preservation and charitable giving

• Member, Association of the Bar of the City of New York
• Member, New York State Bar Association (Trusts and Estates Law Section)

• Member, Operating Board, Fordham Institute for Family & Private Enterprise

• Listed among New York SuperLawyers, 2013-2023