Nathan W. G. Berti

Nate Berti, a second-generation trusts and estates lawyer, concentrates his law practice in all aspects of trusts and estates 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 trust and estate 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.

Services

Education

Bucknell University, B.S.B.A., magna cum laude

University at Buffalo School of Law, J.D., cum laude

Admissions

• New Jersey
• New York
• U.S. Tax Court