Naim D. Bulbulia

Naim Bulbulia, Esq. currently chairs the Trusts & Estates Department at Hartmann, Doherty, Rosa & Berman, LLC. Naim has significant experience drafting all types of wills, trusts and other basic estate planning documents. In addition, he focuses his practice on advising wealthy clients on federal estate and gift tax planning, asset protection planning, business succession planning, philanthropic planning, and premarital planning. Naim routinely drafts Family LLCs, intentionally defective grantor trusts, dynasty trusts, grantor retained annuity trusts and other documents that serve to reduce clients’ taxable estates and reduce the amount of money that will pass to the federal and state governments on clients’ deaths. Naim also administers deceased clients’ estates, serves as a fiduciary for estates and trusts, and advises executors and trustees in the discharge of their fiduciary duties. Naim has published a variety of articles on estate planning. Naim is a 1998 graduate of Harvard Law School.

EDUCATION
• Harvard Law School, Juris Doctor, 1998

BAR/COURT ADMISSIONS
• New York & New Jersey

Naim D. Bulbulia is not affiliated with SagePoint Financial, Inc.