Neil V. Carbone is a trusts and estates lawyer handling all aspects of that practice: planning, administration, and litigation. Neil provides sophisticated advice to individuals and families, entrepreneurs, closely-held businesses, trust companies, banks, fiduciaries, beneficiaries, and foundations and other institutions. He regularly appears before the Surrogate’s Courts and other courts throughout New York, as well as the United States Tax Court.
Neil is a trusted professional who prioritizes client needs and goals across the estate planning process. Using the best available vehicles and protective strategies, he customizes wills and trust arrangements that minimize risk, accommodate tax laws, and prepare for potential future scenarios. In addition to crafting estate plans, establishing trusts, creating foundations, and guiding charitable giving, Neil also administers estates and trusts, and represents clients before federal and state taxing authorities.
Maintaining a robust trusts and estates litigation practice, Neil is known for handling highly complex and emotionally charged disputes. He diligently outlines issues and considerations for clients as they make important decisions to resolve disputes at both the trial and appellate level. Neil capably facilitates solutions to disputes that avoid costly litigation entirely, but should litigation be unavoidable, he is a strong and thoughtful advocate. Neil resolves a range of matters including will and trust contests, contested fiduciary accountings, fiduciary surcharge and removal proceedings, and other high stakes disagreements.
Neil began his career as a law clerk with Farrell Fritz while attending law school at night, returning to the firm as Partner in 2021. Prior to rejoining the firm, Neil was a partner with an AM Law 100 firm in New York City.
Read MoreExperience
- Counsels individuals and families through the estate planning process to reduce the threats of estate taxes, creditor claims and future controversies.
- Advises owners of closely-held businesses with respect to succession plans.
- Provides advice related to charitable planning and the establishment, operation, and maintenance of charitable foundations.
- Coordinates with matrimonial counsel to resolve estate planning issues arising from divorce.
- Handles challenges to wills and trust agreements.
- Represents clients in claims against estates including proceedings to construe and/or reform wills and trusts.
- Advises fiduciaries on the administration of estates and trusts.
- Litigates controversies related to estate and trust administration, including contested accounting proceedings.
- Handles proceedings for the turnover of property to and from estates.
- Advises clients in sensitive disputes related to the spousal right of election.
Community Work
- Tilles Center, Advisory Board Member
Recognition
- Best Lawyers, New York Metro, Trusts and Estates, 2020-present
- Chambers and Partners, Private Wealth Disputes, New York, 2021-2023
- Chambers and Partners, High Net Worth, 2022-2023
- CityWealth, Leaders List, 2016-2022
- Martindale Hubbell, AV Preeminent Peer Review Rating
- NYSBA Empire State Counsel, Pro Bono Recognition
- Legal Services for New York City, Pro Bono Recognition
Additional Information
Practice Areas
Education
Affiliations and Appointments
American Bar Association, Real Property, Trust and Estate Law Section, Member
New York State Bar Association, Trusts and Estates Law Section, Member and Former Chair, Estate Litigation Committee
New York State Bar Association, Elder Law Section, Member
New York State Bar Association, Trial Lawyers Section, Member
The Association of the Bar of the City of New York, Committee on Trusts, Estates & Surrogate’s Courts, Member
Nassau County Bar Association, Surrogate’s Court Estates & Trusts Committee, Member
Admissions
Bar Admissions: New York
Court Admissions: United States District Court, Northern District of New York; United States Tax Court
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