Raymond M. Planell

Partner

Mr. Planell is a member of the Firm’s Executive Committee, Emeritus, and former head of the Trusts & Estates Practice Group.  His practice includes the preparation of wills, trusts and related estate planning documents and the representation of Executors, Trustees and beneficiaries in Surrogate’s Court proceedings and with respect to the administration of estates and trusts.  He also provides analysis and advice regarding estate tax, gift tax and fiduciary income tax matters. 

Mr. Planell has been a former Adjunct Professor at Pace University in Estate Planning and a frequent lecturer at bar associations, business groups and charitable organizations on topics involving the area of trusts and estates law.

Education

  • New York University, LL.M., Taxation, 1983
  • Notre Dame Law School, J.D., 1975
  • University of Notre Dame, B.A., 1972

Bar Admissions

  • New York
  • U.S. District Court for the Southern District of New York
  • U.S. Tax Court
  • U.S. Claims Court

Memberships

  • New York State Bar Association
  • Westchester County Bar Association

Professional Recognition and Community Involvement

  • Martindale-Hubbell Peer Review Rating: AV® Preeminent (5.0 out of 5)
  • New York Super Lawyers, 2011, 2012, 2015
  • The Kensico Cemetery, Director and Senior Vice President and Counsel
  • Westchester Community Foundation, Board Member and former Chairman
  • St. Mary’s Healthcare System for Children, Director and Vice-Chairman
  • New York Medical College, Trustee
  • New York State Association of Cemeteries, Director
  • William & Sylvia Silberstein Foundation, Director