Robert D. Steele is a partner of Schwartz Sladkus Reich Greenberg Atlas LLP and heads the Trusts & Estates Department. He practices in the areas of estate planning, taxation and administration of estates and trusts, and not-for-profit corporations, and is a certified mediator in the New York State Courts. Mr. Steele has been mediating disputes involving a variety of subject matters, since 2004.
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 wide experience in drafting wills and various types of trusts. He also has extensive experience in the administration of estates of all sizes and complexity, including the valuation of limited partnerships and closely held corporations. He also 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.
Bob is a recognized leader in the use of computers and the Internet in all aspects of practicing law, particularly in estate planning, estate and trust administration, complex tax calculations, and research, as well as in heir searches, asset valuation, and lost asset searches. Utilizing these technologies allows for more efficient and less costly estate planning and administration.
A Fellow of the American College of Trust and Estate Counsel, Mr. Steele is a member of the American Bar Association, co-chair of the Real Property, Probate and Trust Law standing Committee on Publications, co-chair of the Emotional and Psychological Issues in Estate Planning Committee, former chair of the Public Website and E-STATE committee, former vice-chair of the Committee on Technology in the Practice, and is a member of the Committees on Insurance Planning and BioEthics. Mr. Steele is also a member of the New York State Bar Association, and is the liaison between the Trusts and Estates Section and the Dispute Resolution Section.
Mr. Steele was co-chair of The Advantages of Mediating Trusts, Estates And Adult Guardianship Disputes, sponsored by the New York State Bar Association, June, 2014, a panelist in Estate Litigation in New York County Surrogate’s Court: Resolving Family Disputes Through Mediation. New York County Surrogate’s Court, February, 2014, Staying Out of Court: Better Mediation in Trust and Estate Disputes, American Bar Association, Spring 2013, and he co-chaired The Basics of Mediating Trusts & Estates Disputes in May, 2012, sponsored by the New York State Bar Association, and co-authored an article with the same title discussing the program in New York Dispute Resolution Lawyer, Fall 2012.