Ed Falk is a Manager of Content and Product Initiatives for Lexis Practice Advisor®. He brings to LexisNexis® over 30 years’ experience leveraging his unique background with a LL.M. degree in taxation, J.D. law degree, and CLU designation in insurance, to counsel businesses on employee benefits involving all aspects of the design, operation and compliance requirements of qualified and nonqualified retirement plans, health and other welfare benefit plans. Additionally, Ed has deep estate planning expertise, and has provided sophisticated trust and estate planning services to ultra-high net worth clients and their businesses.
In his most recent position as a partner at Sabin, Bermant & Gould LLP, Ed headed up major assignments in both employee benefits and estate planning. He was involved with all aspects of employee benefits including designing, drafting, implementing, and maintaining qualified and nonqualified retirement plans; IRS, DOL, PBGC and SEC compliance; ACA, HIPAA and COBRA health plan compliance issues; M&A/spin-off work; labor relations/collective bargaining issues; and various participant-directed and pension trust investment arrangements. Concurrently, Ed handled high profile estate planning assignments for both high net worth individuals with portfolios into the billions, as well as for businesses. This included drafting and implementing complex wills and trusts; designing inter-generational gifting programs; developing business succession plans; structuring corporate, FLP, and LLC ownership interests; and designing and drafting charitable gifting programs for individuals, and a multi-million dollar private foundation.
Earlier in his career, Ed was an associate attorney at Walter, Conston, Alexander & Green; Assistant Counsel at New York Life Insurance Company; and Tax Counsel at Guardian Life Insurance Company.
Ed has established an industry leadership role as Past Chair and Vice Chair of several American Bar Association and New York State Bar Association committees on employee benefits, estate planning, and tax and business planning. He is a sought-after speaker on employee benefits, and estate and business planning matters, and is a Fellow of the American College of Trust and Estate Counsel.
Ed received his LL.M. in Taxation from the New York University School of Law, his J.D. degree from Brooklyn Law School, and his CLU designation from the American College. He is admitted to practice law in the States of New York and New Jersey, and the United States Tax Court.
In his free time, Ed enjoys running, yoga, reading, traveling, and spending time with his family and friends.