THERESA J. BALDUCCI
Associate
(212) 808-7580 (212) 808-7580
THERESA J. BALDUCCI Associate
Theresa Balducci is an associate in the Private Clients practice group.  She focuses her practice on estate and tax planning, advising clients of ultra-high net worth to those of modest wealth.  Theresa routinely represents fiduciaries in Surrogate’s Court proceedings and advises individuals and institutions with respect to the estate administration process.  She counsels clients with regard to the New York probate system and federal and state tax returns.

Previously, Theresa focused on estate planning and estate administration at a New York boutique trusts and estates firm. Theresa also worked as a Private Client Fiduciary Advisor for Wilmington Trust, N.A, where she advised in wealth preservation and complex personal trust and fiduciary matters.
 

Community Activities

Theresa volunteers for the City Bar Justice Center’s Planning and Estates Law Project, where she advises low income New Yorkers on wills, probate, and estate administration matters.
 
Theresa was selected for inclusion in the 2018 New York Super Lawyers’ “Rising Stars” list, issued by Thomson Reuters.  A description of the selection methodology can be found at www.superlawyers.com/about/selection_process.html.

No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
 
New York County Lawyers’ Association, Estate and Trusts Section, prior co-chair

Association of the Bar of the City of New York, Estates and Surrogate’s Court Committee, former secretary
 

About

Theresa Balducci is an associate in the Private Clients practice group.  She focuses her practice on estate and tax planning, advising clients of ultra-high net worth to those of modest wealth.  Theresa routinely represents fiduciaries in Surrogate’s Court proceedings and advises individuals and institutions with respect to the estate administration process.  She counsels clients with regard to the New York probate system and federal and state tax returns.

Previously, Theresa focused on estate planning and estate administration at a New York boutique trusts and estates firm. Theresa also worked as a Private Client Fiduciary Advisor for Wilmington Trust, N.A, where she advised in wealth preservation and complex personal trust and fiduciary matters.
 

Community Activities

Theresa volunteers for the City Bar Justice Center’s Planning and Estates Law Project, where she advises low income New Yorkers on wills, probate, and estate administration matters.
 

Honors

Theresa was selected for inclusion in the 2018 New York Super Lawyers’ “Rising Stars” list, issued by Thomson Reuters.  A description of the selection methodology can be found at www.superlawyers.com/about/selection_process.html.

No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
 

Memberships

New York County Lawyers’ Association, Estate and Trusts Section, prior co-chair

Association of the Bar of the City of New York, Estates and Surrogate’s Court Committee, former secretary