Overview
Jay J. Scharf advises high-net-worth and ultra-high-net-worth individuals, families and family offices. He delivers customized strategies to help his clients attain their personal and estate planning goals and minimize income and transfer taxes. Jay guides clients through the design and implementation of sophisticated estate plans with a focus on preserving family wealth in a manner that meets each client’s unique goals.
A significant part of Jay’s practice involves trust and estate administration. He advises clients on all aspects of Internal Revenue Service and state tax compliance with respect to trusts and estates, including the preparation of federal and state estate tax returns and defense of fiduciaries in estate and gift tax audits.
Jay has been recognized as an outstanding legal advisor by some of the United States’ best-known legal publications, including Chambers High Net Worth, Super Lawyers and The Best Lawyers in America. He is a published writer and speaker on gift and estate tax planning, strategies and opportunities.
Recognitions
- The Best Lawyers: Ones to Watch in America, Trusts and Estates, Miami, 2021-2024
- Super Lawyers, Rising Star, Estate Planning & Probate, 2020-2024
- Chambers High Net Worth, Associates to Watch, 2022; New York: Private Wealth Law, 2022-2023; Florida: Private Wealth Law, Up and Coming, 2024
Community
- The Florida Bar, Tax Law Section and Real Property, Probate and Trust Law Section, member
- New York State Bar, Trusts & Estates Law Section, Tax Committee, member
- Association of the Bar of the City of New York, Non-Profit Organizations Committee, Estate & Gift Taxation Committee, member
Credentials
Education
Boston University School of Law, LLM, 2016
Pace University School of Law, JD, cum laude, 2012
Mesifta Talmudical Seminary, First Talmudic Degree, 2007
Admissions
Florida
New York
