Andrew T. Wolfe, Esq.

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Bar Admissions:  Admitted to New Jersey Bar, U.S. Tax Court and U.S. District Court for the District of New Jersey in 1984

Areas of Concentration:  Estate planning; asset protection planning; charitable planning; elder law; probate matters and estate/trust administration; gift, estate and GST taxes; income taxation of estates and trusts; business succession planning; tax controversy matters.

Education:  Muhlenberg College (B.S., Economics and Accounting, 1981); Seton Hall School of Law (J.D., 1984); New York University School of Law (LLM in Taxation, 1987).

Memberships and Affiliations:  Estate Planning Council of Norther NJ (Member, former Board Member) NJ State Bar Associations (Member of Taxation Section and Real Property, Trust and Probate Section); American Association of Attorney – CPAs (Member); Muhlenberg College Alumni Board (Member); Jespy House, Inc., a non-profit located in South Orange, NJ (former Treasurer and Board Member); Temple Sinai of Bergen County (former Controller and Board Member); United Brothers of New York, NY (Member).

Andy presently acts as Counsel to the law firm of Hartman & Winnicki, P.C. Prior to joining Hartman & Winnicki, Andy was Director of Estate Planning at JH Cohn, LLP, one of the nation’s largest regional accounting and consulting firms. He has published numerous articles on estate and trust planning issues, and frequently lectures on tax, trust and estate planning topics to various professional and civic organizations. At Hartman & Winnicki, Andy counsels clients on tax, trust and estate issues and on occasion serves as Executor and/or Trustee for his clients’ estates and trusts.

Andy earned Bachelor of Arts degrees in both Economics and Accounting from Muhlenberg College in 1981, a law degree from Seton Hall University School of Law in 1984, and a Master of Laws degree in Taxation from New York University School of Law in 1987.

Andy was admitted to the New Jersey Bar and United States Tax Court in 1984 and is a member or former member of the following organizations: Estate Planning Council of Northern New Jersey, Taxation and Real Property, Trust and Probate Sections of the New Jersey State Bar Association, New Jersey Society of Certified Public Accountants and American Association of Attorney- CPAs.

Publications and Alerts:

  • Co-Author, New Jersey Inheritance Tax: Planning Considerations in Light of Repeal and Possible Federal Changes (April 1, 2017)
  • Author, Tax, Trusts and Estates Alert – New Jersey to Eliminate Its Estate Tax (October 2016)
  • Co-Author, New Jersey Will and Trust Forms Manual (Third Ed.), published by New Jersey ICLE (January 1, 2000)
  • Co-Author, West’s Legal Forms, Revised Second Ed., Domestic Relations with Tax Analysis (May 1995)