Adam A Gregory

Adam A Gregory

Levine Haddad & Gregory, LLC β€’ Springfield, NJ
BusinessPersonal InjuryTaxTax Planning

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Contact

Email
Phone
(973) 847-2186
Address
530 Morris Avenue, Springfield, NJ, 07081, US

Professional

About

Practice encompasses estate, tax and business planning and administration for high-net worth clients, including advice on estate tax, gift tax, generation-skipping transfer tax and income tax. Drafting of wills, revocable trusts, power of attorney, health care directives and special purpose trusts such as dynasty trusts, GRATs, QPRTs, and ILITs. Counsel clients with regard to wealth preservation, transfer strategies and tax matters, including the review and identification of the most beneficial assets to transfer wealth to younger generations. Research complicated issues associated with sophisticated estate, income and international tax planning for both businesses and individuals. Preparation of Federal and State Estate Tax Returns, New Jersey Inheritance Tax Returns, and Federal Gift Tax Returns, Forms 709. Review and analysis of foreign assets and income, preparation of applications to the IRS Offshore Voluntary Disclosure Initiative and Streamlined Filing Disclosures.

About Business Law

Business law attorneys advise companies on legal matters including formation, contracts, compliance, and transactions. They help businesses navigate regulatory requirements and protect their interests. Common matters include business formation, contract drafting, mergers and acquisitions, commercial disputes.

Credentials

Education
2008 Brooklyn Law School JD - Juris Doctor
Languages
English

Recognition & Involvement

Awards
2012 Top Young Attorneys in New Jersey - Rising Star, Super Lawyers 2012 Rising Star, Super Lawyers 2007 Excellence for the Future Award, CALI
Speaking
2017 MARJESS Lectures How to Correctly Report Foreign Assets - Part II 2017 MARJESS Lectures How to Correctly Report Foreign Assets - Part I 2017 CFP Seminar Estate & Gift Taxes In 2017 And Beyond 2016 CPA Unreported Offshore Accounts: Navigating the Options Available When Disclosing a Taxpayer's Non-Compliance 2014 Marjess Lectures Tax Consequences of Gifting
Updated: Mar 10, 2026