Myles Fischer

Myles Fischer, a dedicated member of the Trusts and Estates practice group at Harris Beach Murtha, brings a depth of knowledge in estate planning, administration, and tax matters across New York and Florida. His services include estate, gift, and generation-skipping transfer tax planning, asset protection, vacation home planning, and complex strategies such as grantor-retained interest trusts and split-interest charitable trusts. Myles collaborates with high net-worth families, ensuring effective coordination with the family's professional advisory team.

In response to client needs, Myles drafts and reviews estate planning documents and manages federal and New York state estate tax returns, federal gift tax, generation-skipping transfer tax returns, and fiduciary income tax returns. He offers guidance to fiduciaries and beneficiaries throughout estate and trust administration within the Surrogate’s Court, addressing tax and non-tax reporting obligations, and represents clients in resolving disputes with taxing authorities.

Myles' practice extends to advising individuals and corporate clients, including tax-exempt organizations, on issues involving tax, labor, and employment matters such as executive compensation. Additionally, he provides counsel on state and local sales and use tax matters, along with planned giving programs and the management and expenditure of endowment funds.