Richard J. Duffy is a partner of Phillips Nizer LLP and a member of the firm’s Trusts & Estates Department. He focuses his practice on estate planning, business succession planning, estate administration, trust administration, not-for-profit organizations and business law. Mr. Duffy has extensive experience advising high net worth individuals and families on wide-ranging estate planning opportunities and advising their closely-held businesses and family foundations.
Mr. Duffy's clientele includes senior management and retired senior management of Fortune 500 companies, managing directors of top tier investment banking firms, partners of multibillion dollar private equity firms and hedge funds, entrepreneurs, business owners and professionals. He also advises public and private charitable organizations on diverse matters including formation, grant-making, governance issues, fiduciary duties and individual liability.
Mr. Duffy works closely with his clients' family offices, financial, tax and insurance advisors, investment bankers, private bankers, accountants and trust officers in implementing practical and creative solutions on behalf of his select clientele.
Mr. Duffy has lectured on topics relating to estate planning before various organizations and groups such as AARP, New York University Financial and Estate Planning Symposium, securities firms, financial services firms, religious organizations, summer day camp and private school owner associations, annual conferences for human resource directors and in-house general counsels and medical societies.
- Selected for inclusion in the Super Lawyers® - Metro New York Edition (Estate & Probate), (Since 2006)
- Marquis Who's Who in American Law, 2008
- New York State Bar Association
- Florida Bar Association