Stanley E. Bulua is the chairman of the Firm’s Tax, Trusts and Estates and ESOP/ERISA Departments. Mr. Bulua has been practicing law for over thirty years and concentrates in the areas of income tax, estate planning, estate administration, ERISA and ESOPs.
In the area of income taxation, Mr. Bulua advises individuals, partnerships, trusts, limited liability companies and corporations on income tax issues affecting their operations and businesses. He has also represented individuals and entities on contested tax matters.
Through sophisticated trust and estate planning techniques involving both lifetime and testamentary transfers, Mr. Bulua’s estate planning clients have significantly reduced their projected estate tax liabilities. These techniques have included the use of complex wills, irrevocable trusts, qualified personal residence trusts, grantor retained annuity trusts, defective grantor trusts, charitable remainder trusts, family limited partnerships and limited liability companies. Mr. Bulua has also represented executors and trustees in the administration of trusts and estates and is well versed in advanced post-mortem techniques of estate administration.
Mr. Bulua has overall responsibility for the firm's ESOP practice which includes representation of ESOP sponsors and ESOP trustees. He is a recognized expert in the ESOP area, has lectured to professional groups on this topic and has vast experience in the design and implementation of ESOPs to deal with a broad range of business succession issues.
LL.M. in Taxation, New York University School of Law, 1984
J.D., Order of the Coif, New York University School of Law, 1979
B.A., cum laude, Brandeis University, 1976
Professional Associations and Memberships:
Chairman, Tax Section of the Westchester County Bar Association (1998-2001)
Director, Estate Planning Council of Westchester County Inc. (2000-2003)
Member, ESOP Association and National Center for Employee Ownership
Honors and Awards:
Best Lawyers in America - Tax Category (2006-2014)
Westchester Magazine list of top lawyers - Tax category
AV Rated in Martindale-Hubbell