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Marcus O’Toole-Gelo, Esq. is a partner at Cona Elder Law. Mr. O’Toole concentrates his practice in the areas of estate and asset protection planning, trust and estate administration, probate, tax planning, business succession planning, and estate litigation. Mr. O’Toole advises high net-worth clients regarding sophisticated estate and tax planning. He analyzes matters to determine the best course of action to protect assets, minimize estate taxes and transfer wealth to the next generation.
As a member of the Estate Planning department, Mr. O’Toole handles the preparation of Wills, Trusts, Powers of Attorney, Health Care Proxies and Living Wills. As part of the Estate Administration department, Mr. O’Toole is responsible for the preparation and filing of Surrogate’s Court petitions, including petitions for probate or administration, and assists clients with the day-to-day administration of estates, including the collection of assets, the preparation of estate tax returns, distribution of assets and the preparation of accountings. As an estate litigator, Mr. O’Toole handles will contests, contested estates, disputed accountings and related tax disputes and filings.Professional Organizations
- Board of Directors, Long Island Network Exchange (LINX)
- New York State Bar Association, Elder Law & Special Needs, Trusts & Estates and Young Lawyers Sections
- Nassau County Bar Association, Surrogate’s Court, Estate & Trusts and Tax Law Sections
- Estate Planning Council of Nassau County
Education
- Juris Doctor, Academic Merit Scholar, St. John’s University School of Law
- Bachelor’s Degree, University of California, San Diego
Media Credits
Published Articles
- Adapting Asset Protection Trusts to Changes in Circumstances (New York Law Journal)
- Remote Estate Planning in the Wake of COVID-19 (New York Law Journal)
- The SECURE Act and Its Effects on Estate Planning (Nassau Lawyer)
- Learning to Trust: Revoking the Irrevocable Can be Done (New York Law Journal)
- Five Things that will Impact your Will (The Island Now)