Mordy Serle is a partner in the Tax-Exempt Organizations and Trust and Estates Group of Meltzer Lippe. Mordy concentrates his practice in state and tax planning, estate administration and wealth preservation. Mordy has counseled clients on sophisticated planning techniques that have resulted in substantial tax-efficiencies and savings from federal and state gift, estate, generation-skipping transfer and income taxes.
These techniques include creating family limited partnerships and family limited liability corporations, sales to grantor trusts, leveraging tax-exempt gifts, insurance trusts, grantor retained annuity trusts and qualified personal residence trusts.
His practice also includes trust and estate administration, where he has counseled executors and trustees on proper trust and estate administration, probate, post-mortem tax planning, preparing federal and state tax returns and fiduciary duties.
Prior to joining Meltzer Lippe, Mordy was an associate in the Trust and Estates Groups of the Debevoise & Plimpton, LLP and then Willkie, Farr & Gallagher, LLP.
Mordy received his J.D. from Columbia Law School, where he was designated a Harlan Fiske Stone Scholar. Mordy received his First Rabbinic degree from Yeshiva Shaar Hatorah, New York.
Prior to attending law school Mordy lived abroad in Jerusalem, Israel for two years, where he studied in the Mir Yeshiva, Jerusalem on an Advanced Talmudic Studies Fellowship. Mordy’s oldest son, Abie, now seven, was born in Jerusalem. Mordy lives in Brooklyn with his wife, Chana, Abie, Yisrael, his second son-aged five, and his two year old daughter, Yaelle.
Harlan Stone Fiske Scholar, Columbia University