
Nathan W. G. Berti
Practices & Industries
Admissions
- New Jersey
- New York
- U.S. Tax Court
Education
Bucknell University, B.S.B.A., magna cum laude
University at Buffalo School of Law, J.D., cum laude
Nate, a second-generation estates and trusts lawyer, concentrates his law practice in all aspects of estates and trusts law. He helps a wide range of clients (primarily high-net-worth individuals and families, business owners, entertainers, managers and executives of investment firms, real estate developers and investors, and health care professionals) construct complex estate plans, often with a multi-generational, multi-jurisdictional (including international), and creditor protection focus. Nate also counsels fiduciaries and beneficiaries on all aspects of estate and trust administration, including contested matters.
Many of Nate's clients consider him an outside "general counsel," and seek his guidance on a variety of legal matters. If Nate is not the right person to handle a particular matter, he collaborates with other members of the Firm to get his clients the best possible advice.
Nate takes a concierge approach to his practice. He regularly meets with clients outside of the normal workday, travels to their residences, social clubs, and more. He recognizes that his clients are busy people, and makes every effort to accommodate their schedules.
Nate is a regular speaker on estates and trusts topics. In addition to his speaking engagements, he authors the estate planning chapter of the publication Taxation of Distributions From Qualified Plans, a leading treatise on the issue of taxation of individual retirement accounts (IRAs) and 401(k)s that is published by Thomson Reuters as part of its Checkpoint WG&L Tax Series.
Nate divides his time among the firm’s New York City, Hackensack, and Buffalo offices.
Honors
- Listed, Upstate New York Super Lawyers Rising Stars, (Estate & Probate) 2015 - 2021
In the News
- The Buffalo News, May 11, 2020
- Justia US Law, July 17, 2017
Press Releases
- Hodgson Russ Press Release, August 20, 2021
- Hodgson Russ Press Release, September 8, 2020
- Press Release, August 12, 2019
- Press Release, January 8, 2019
- Press Release, August 20, 2018
- Press Release, September 6, 2017
- Press Release, August 31, 2016
- Press Release, January 11, 2016
- Press Release, August 19, 2015
Publications
- TaxStringer, January 3, 2023
- Hodgson Russ Trusts & Estates Alert, November 11, 2020
- Hodgson Russ Trusts & Estates Alert, July 21, 2020
- Hodgson Russ Federal-International Tax Alert, April 10, 2020
- Hodgson Russ Trusts & Estates Alert, April 8, 2020
- Hodgson Russ Trusts & Estates Alert , March 25, 2020
- Hodgson Russ Trusts & Estates Alert, January 14, 2020
- Hodgson Russ Trusts & Estates Alert, January 2, 2020
- Hodgson Russ Trusts & Estates Alert, December 27, 2019
- Hodgson Russ Trusts & Estates Alert, November 18, 2019
- Health Law Alert, January 24, 2019
- Canadian Tax Highlights, April 1, 2018
- Estates and Trusts Alert, December 27, 2017
- Health Care Alert, December 20, 2017
- Canadian Tax Highlights, July 2017
- Estate Planning Alert, August 18, 2016
- State Tax Notes, December 21, 2015
- State Tax Notes, October 26, 2015
- New York Law Journal, January 5, 2015
- JD Supra, April 4, 2014
- Federal/International Tax Alert, January 4, 2013
Presentations & Events
- Embassy Suites - Syracuse Destiny, November 1, 2023
- Binghamton, NY, October 27, 2023
- Holiday Inn Binghamton Downtown, 2-8 Hawley Street, Binghamton NY 13901, October 26, 2023
- 605 Third Avenue, New York, New York, June 21 - August 2, 2023
- December 8, 2022
- Embassy Suites – Syracuse Destiny, November 2, 2022
- Doubletree by Hilton Hotel Binghamton, October 26, 2022
- February 25, 2021
- December 2, 2020
- Foundation for Accounting Education Learning Center, New York, NY, November 15, 2019
- New York City, New York, September 25, 2019
- Chicago, IL, September 5, 2019
- Understanding New York State Tax Issues of 2019The Harvard Club 35 W. 44th Street, New York, NY, June 12 - August 7, 2019
- The Westin Fort Lauderdale, 400 Corporate Drive, Ft. Lauderdale, FL 33334, May 8, 2019
- Understanding New York State Tax Issues of 2018The Harvard Club 35 W. 44th Street, New York, NY, June 13 to August 1, 2018
- 18th Annual New York State Society of CPAs Westchester Estate, Tax and Financial Planning ConferenceJune 11, 2018
- 605 Third Avenue, Suite 2300, New York, NY 10158, May 23, 2018
- Understanding New York State Tax Issues of 2017The Harvard Club 35 W. 44th Street New York, NY, June 7 to August 2, 2017
- New York State Bar Association CLE Seminar: Practical Skills - Probate and Administration of EstatesBuffalo, NY, November 5, 2014
- October 29, 2013
Professional Associations
- New York State Bar Association
- Chair, International Estate Planning Committee: New York State Bar Association
- Vice Chair, Estate Administration Committee: New York State Bar Association
- Financial Planning Counselors of Western New York