EDUCATION

  • B.A., Brooklyn College of the City University of New York, summa cum laude (1978)
  • J.D., University of Virginia (1981)

BAR ADMISSIONS

  • New York (1982)
  • United States Tax Court (1996)

PROFESSIONAL AFFILIATIONS

  • Mediator, New York State Courts and various community dispute centers;
  • Member, New York State Bar Association; liaison between the Trusts and Estates Section and the Dispute Resolution Section.
  • Member, American Bar Association;
  • Managing Editor, eReport, the electronic newsletter of the American Bar Association's Section of Real Property, Trust and Estate Law,
  • Vice chair, Real Property, Trust and Estate Law Standing Committee on Publications, American Bar Association;
  • Vice-chair, Emotional and Psychological Issues in Estate Planning Committee, American Bar Association;
  • Member, Committees on Insurance Planning and BioEthics, American Bar Association
  • Former chair of the Public Website and E-STATE committee, American Bar Association
  • Former vice-chair of the Committee on Technology in the Practice, American Bar Association
  • Trusts and Estates Editor, eReport, the electronic newsletter of the American Bar Association's Section of Real Property, Trust and Estate Law, 2006-2010
  • Managing Editor, E-STATE, the electronic newsletter of the American Bar Association's Section of Real Property, and Probate and Trust Law, 2001-2006

SELECTED PUBLICATIONS

  • Co-author, “Revenue Ruling 2011-28: Life insurance can be subject to a grantor’s power of substitution,” eReport, February, 2013,
  • Co-author, “The Basics of Mediating trusts and Estate Law,” New York Dispute Resolution Lawyer, Fall 2012
  • Co-author, “Smartphones for Lawyers 2.0,” eReport, December, 2012
  • Co-author, “Smartphones for Lawyers,” eReport, December, 2011
  • Author, "IRS Notice 2009-55: Transactions Of Interest," eReport, August, 2009;
  • Author, “New York State Department of Taxation and Finance, advisory opinion on the New York estate taxation of Non resident-owned S Corporations and Single Member LLCs which own New York Real Estate,” eReport, February, 2009

Robert Steele, Mediators + More

Robert D. Steele

Member, Mediators + More

ROBERT D. STEELE has thirty years of experience as a practicing trusts and estates lawyer and he works to resolve disputes pertaining to trusts and estates through mediation.

As a practicing attorney, Mr. Steele works in the areas of estate planning, taxation and administration of estates and trusts, and not-for-profit corporations. He has extensive experience in estate planning for clients in numerous situations, including small business owners, entrepreneurs, executives of publicly held corporations, and in various family situations including members of traditional and non-traditional families.

Mr. Steele has far-reaching experience in the administration of estates of all sizes and complexity, including the transfer and valuation of limited partnerships and closely held corporations. Throughout his career he has brought or defended actions of many varieties, including will contests and contested fiduciary accountings, and has represented guardians, conservators, and committees, and trust and estate beneficiaries in related court proceedings.

Mr. Steele mediates in the New York State courts and at community dispute resolution centers, mediating disputes involving a variety of subject matters. He co-chaired The Basics of Mediating Trusts & Estates Disputes in May, 2012, sponsored by the New York State Bar Association, believed to be the first such program offered in New York State.

He is also the managing editor of and frequent contributor to the electronic newsletter of the American Bar Association’s Section of Real Property, Probate, and Trust Law and is the New York State Bar Association’s liaison between the Trusts & Estates section and the Dispute Resolution section. In May 2012, Steele co-chaired the first-ever program offered by the New York State Bar Association on mediating trusts and estate disputes.

Mr. Steele is a partner in the law firm Wolf Haldenstein Adler Freeman & Herz LLP and head of the firm’s Trusts & Estates Department.