Thomas R. Amlicke

Thomas R. Amlicke

Partner

New York
+1 646 375 7667
Emailtamlicke@wilkauslander.com
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Wilk Auslander LLP
1515 Broadway
43rd Floor
New York, NY 10036
T +1 212 981 2300F +1 212 752 6380 wilkauslander.com

Thomas R. Amlicke has been a trusts and estates and an estate-planning lawyer for over 50 years. For the first eight years of his practice, Tom divided his time between litigation, trusts and estates, and estate planning. Currently, he devotes his time to trusts and estates administration, estate planning, and surrogate’s court litigation.

As a result of his estate planning work, Tom received the Accredited Estate Planner® (AEP®) designation by the National Association of Estate Planners and Councils in 2004. He still holds this designation.  He was also selected for inclusion in the 2008 New York Super Lawyers in the New York metropolitan area, and has been selected for inclusion every year since 2008.  He recently received from the American Institute of Legal Counsel the designation of 10 Best Attorneys for Exceptional and Outstanding Client Service.

Tom devotes a substantial amount of his time to domestic and international estate planning. His estate planning clients include U.S. citizens, non-U.S. citizens, and citizens with dual citizenship. Tom has experience advising high-net-worth individuals in their estate planning, and has advised clients with assets in excess of $100 million, and, in one case, in excess of $2 billion.  Since some of Tom’s international clients live (and have assets) in more than one country, his work sometimes requires coordinating two or more estate plans for one individual or a couple.

Besides estate planning, Tom’s practice includes guardianship proceedings, standby guardianship appointments, conservatorships, elder law planning, creation of special needs trusts, and Medicaid planning.

In the area of estate and trust administration, Tom has dealt with an estate valued at more than $400 million, with national and international assets. He is currently a co-trustee of a trust with assets of more than $100 million, which is devoted to the care and well-being of animals.

Overview

Thomas R. Amlicke has been a trusts and estates and an estate-planning lawyer for over 50 years. For the first eight years of his practice, Tom divided his time between litigation, trusts and estates, and estate planning. Currently, he devotes his time to trusts and estates administration, estate planning, and surrogate’s court litigation.

As a result of his estate planning work, Tom received the Accredited Estate Planner® (AEP®) designation by the National Association of Estate Planners and Councils in 2004. He still holds this designation.  He was also selected for inclusion in the 2008 New York Super Lawyers in the New York metropolitan area, and has been selected for inclusion every year since 2008.  He recently received from the American Institute of Legal Counsel the designation of 10 Best Attorneys for Exceptional and Outstanding Client Service.

Tom devotes a substantial amount of his time to domestic and international estate planning. His estate planning clients include U.S. citizens, non-U.S. citizens, and citizens with dual citizenship. Tom has experience advising high-net-worth individuals in their estate planning, and has advised clients with assets in excess of $100 million, and, in one case, in excess of $2 billion.  Since some of Tom’s international clients live (and have assets) in more than one country, his work sometimes requires coordinating two or more estate plans for one individual or a couple.

Besides estate planning, Tom’s practice includes guardianship proceedings, standby guardianship appointments, conservatorships, elder law planning, creation of special needs trusts, and Medicaid planning.

In the area of estate and trust administration, Tom has dealt with an estate valued at more than $400 million, with national and international assets. He is currently a co-trustee of a trust with assets of more than $100 million, which is devoted to the care and well-being of animals.

Representative Matters

  • Represented infant beneficiaries in a $600 million estate as Guardian Ad Litem. Tom spent a year working on this matter and secured a very large trust for his wards, while also helping to obtain large estate tax savings for the estate.
  • Obtained a $250,000 refund from the IRS for a client after appealing to the Appellate Division of the IRS in a matter where the IRS claimed the estate was liable for additional substantial estate taxes. As a result of his efforts, the Appellate Division agreed that not only were no additional estate taxes due, but a refund was to be awarded to the estate.
  • Represented a wealthy elderly female client who was being defrauded by a young male “friend.” Initially, the client turned against Tom (and her own best interests) and sided with the friend. Tom continued to fight for his client and eventually preserved her assets. The FBI took care of the friend, who went to jail.
Education

Columbia University, School of Law, LLB, 1961

Dartmouth College, B.A., Senior Fellow, 1958

Bar/Court Admissions

New York

United States District Court for the Southern District of New York

Affiliations
  • New York State Bar Association
    — Trusts and Estates Section (Member)
  • Westchester County Estate Planning Council
    — Past President and Director (Member)
Publications
  • Co-Author, Changes in Laws Affecting Estate, Planning, Inside the Minds: Strategies for Trusts and Estates in New York (2009)
  • Basic Information About the Marital Deduction, Pace University Law Center (1998)
  • How Three Types of Trusts Can Be Used to Minimize a Family's Income and Transfer Taxes, Estate Planning (1980)
  • Current Techniques to Obtain Full Advantages of Making Gifts to Minors, Estate Planning (1979)
Lectures
  • Former faculty member of the National Business Institute, teaching The Probate Process from Start to Finish
  • Former faculty member of Pace University Law Center for Continuing Legal Education, lectured on Basic Will Drafting
  • Lectured on estate planning for the clients of Merrill Lynch, Charles Schwab, and other financial organizations
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