39 Broadway, Suite 2420, New York, New York 10006

Philip V. Bouklas


Philip V. Bouklas is Managing Partner of the firm. Prior to the launch of his firm, Philip was a partner at Agins, Siegel, Reiner & Bouklas, LLP where he developed and chaired that firm's Wills, Trusts and Estates department since 1999.

Philip prepares a wide variety of plans for U.S. and non-U.S. citizen clients, and traditional and non-traditional families, in particular those with complex family and tax issues. His practice includes the development of estate and business plans to ensure the proper transfer of wealth to the next generation in accordance with his clients' wishes.

As part of his practice, he also represents business owners to assist them with their corporate legal work, including the formation and proper structure of their companies and preparation and negotiation of all types of corporate and transactional contracts. Many closely-held and family-owned businesses that rely on Philip for their corporate legal work have also turned to him for complete business succession and tax planning, as well as estate planning and administration. In addition, he serves as general counsel to companies engaged in national and international transactions.

Philip's practice also includes estate administration, where he represents individual legatees, charities, executors, administrators, and trustees. He is frequently called upon to appear in Surrogate's Court to participate in contested probate, administration and accounting proceedings. He is also appointed by the Court as Guardian ad Litem in various estate-related court proceedings.

Philip often is called upon to lecture to attorneys and the general public on estate planning matters. Due to his wide range of expertise, Philip is regularly quoted in media publications such as The Wall Street Journal.

Philip received his Juris Doctor Degree from Hofstra University School of Law in May 1995, and his Bachelor Degree from the State University of New York at Stony Brook in December 1991. He was admitted to the New York State Bar in 1996 and is admitted to practice before the United States Tax Court as well as the United States District Courts for the Southern District of New York, the Eastern District of New York and the District of New Jersey.

Philip is a Registered Trusts and Estates Practitioner (TEP) with the Society of Trust and Estate Practitioners, an international professional body of experienced and senior practitioners in the field of trusts and estates. He is also an active member of the New York State Bar Association being a former committee member of the New York State Bar Association's Committee on Issues Affecting Persons with Disabilities, and a member of the Association's Trusts and Estates Law Section, Corporate Counsel Section and International Law Section.

Hofstra University School of Law, J.D. State University of New York at Stony Brook, B.A.

New York

United States Tax Court United States District Court, Eastern District of New York, Southern District of New York, District of New Jersey