Bruce L. Birnbaum, JD, LLM, CLTC

Connecting personally with my clients and guiding them through financial decisions is my passion. The deep relationships I build bring immense fulfillment, especially when helping clients navigate life’s challenges—whether health issues, complex family dynamics, or financial uncertainties. Knowing that my expertise, judgement and experience makes a meaningful impact is incredibly rewarding.

While not actively practicing law, my background as a tax, estate, and elder law attorney equips me to offer comprehensive financial guidance through our Multidisciplinary Wealth Strategies. I hold an LLM (Master of Laws) in Taxation from NYU School of Law and a JD  (Juris Doctor) from Cardozo School of Law. Maintaining my law license keeps me current with legal trends, allowing me to provide informed advice.

Personal experiences have shaped my commitment to helping families. Supporting my wife's brother during his terminal illness and developing his financial and estate plan under those challenging circumstances, along with securing my family’s future after my wife's illness and passing, deepened my understanding of financial and personal resilience. Despite hardships, my two sons have thrived emotionally, professionally, and financially, reinforcing the importance of strong family bonds. I remain very close with my wife's family, and they have embraced my long-term relationship with my girlfriend, which has beautifully blended our families together.

Beyond work, I find joy in music, travel, and reading. Playing guitar, singing, and road cycling fuel my creativity and well-being. Exploring the world broadens my perspective, and reading—whether professional literature, fiction, biographies, history, or science—fuels my intellectual curiosity.

Publications & Lectures
I've contributed to journals such as Taxation for Lawyers, The CPA Journal, The New York Law Journal, and legal treatises and have lectured extensively for universities, law schools, Bar associations, The International Association for Financial Planning, estate planning councils and numerous CPA societies and associations.

Professional Memberships
I’ve served on the Executive Board of the NY State Bar Association’s Elder Law Section and chaired its Insurance Committee. I’ve also been actively involved in the National and NY State Associations of Insurance and Financial Advisors, the Financial Services Institute, and other industry and professional organizations, to better enable my remaining at the forefront of financial and legal developments.