The Wolf Law Group, P.C.
114 Old Country Road, Suite 116
Mineola, New York 11501
mail@ebwolf.com
P. 516.877.9653
F. 516.877.9660
www.e-risa.com

Our Staff

Gerald P. Wolf, Esq., Founding Partner

Jerry counsels a diverse group of ERISA, estate planning and closely held business clients. He has designed and implemented complex tax saving estate and asset protection plans for high net worth individuals; qualified pension and profit sharing plans (including 401(k), cash balance and ESOP) and executive compensation programs for Fortune 500 companies, hospitals, banks, law and medical firms, and closely-held businesses; and shareholder, partnership, and LLC agreements and executive employment contracts on behalf of closely held businesses. Jerry was the only Long Island attorney awarded Super Lawyer status in the New York Metro Region for 2010, 2011 and 2012 in the Employee Benefits/ERISA category, was awarded Super Lawyer status in the Corporate Counsel Edition for 2009, and is a Fellow of the prestigious American College of Employee Benefits Counsel.

Before founding The Wolf Law Group, P.C. in April of 1999, Jerry was a name Partner in the Mineola based law firm of Meltzer, Lippe et al. and prior to that he was a Partner in the Park Avenue law firm of Alexander & Green and an associate at Shearman & Sterling. He has served as an Adjunct Professor at Pace University and Long Island University and as Faculty Chairman of the Practicing Law Institute Continuing Legal Education Program on Non-Qualified Deferred Compensation Plans for 10 years. Jerry has lectured and written articles for the American Bar Association, New York State Bar Association, Nassau and Suffolk Academies of Law, Practicing Law Institute, N.Y.U. Tax Institute, Trust and Estate Planning Council of Nassau County, the Nassau County Society of CLU, and numerous CPA Societies.

Jerry is a graduate of Brooklyn College (BA), University of Wisconsin (MS) and Fordham Law School (JD). He and his wife, Toby, are the proud parents of daughters, Dana, Erica, Amanda, and Debra and grandparents of Abe and Sam. Jerry is a published composer of popular and jazz music. One of his songs, “Adam,” received national radio play and appears on the jazz album, “Arthur Street.” His own album, “The Soul of the Wolf,” has been played on Long Island jazz stations and at local jazz events.

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Dana L. White, Esq., Senior Associate

Dana joined The Wolf Law Group and was admitted to the New York State Bar in March of 2001 and received her undergraduate Bachelor of Arts Degree from Pace University, cum laude, in 1997 and her law degree from Hofstra University School of Law in 2000. At The Wolf Law Group, P.C., Dana heads the Elder Law Department of the Firm and also practices in the areas of trusts and estates, business succession planning, tax compliance, closely held business formation and asset protection planning. She is a member of the American Bar Association and Nassau County Bar Association and the National Academy of Elder Law Attorneys (NAELA). She is also an active member in her community and part of the ministry at her Church. Dana and her husband, Spencer, are the proud parents of their sons, Liam, Gavin and Eamon.

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Debra L. Rosenberg, Esq., Associate

Debra Rosenberg joined The Wolf Law Group in the fall of 2008 and is working in the employee benefits and estate planning areas. She was admitted to the New York State Bar in May of 2009 and to the New Jersey State Bar in December of 2008. Debra graduated Barnard College, magna cum laude, and received her law degree from CUNY Law School in Queens.

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Amanda Wolf, Esq., Associate

Amanda joined The Wolf Law Group in the summer of 2010 and is working in the employee benefits, estate planning and elder care fields. Amanda graduated from Barnard College in 2003 and worked 2 years for a non-profit organization in Manhattan. She then attended New York Law School from where she graduated with a JD Degree in 2008 and was admitted to the New York State Bar in the summer of 2009.

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Cheryl R. Balsamello, Paralegal Assistant

Cheryl Balsamello has worked in the pension/retirement plan field since 1981. She has had extensive experience in designing, drafting and administering qualified pension and profit sharing plans. Cheryl also has significant paralegal experience in analyzing and researching complex statutory and regulatory issues pertaining to ERISA (the pension law) and the Internal Revenue Code tax rules that govern qualified plans. Before joining The Wolf Pension Group, Cheryl worked for a number of well respected pension consulting firms and served as the chief benefits plan compliance officer at a Fortune 500 company. She also serves as a paralegal in the fields of employee benefits and corporate law for The Wolf Law Group, P.C. Cheryl is married and is the mother of two sons. In her spare time she enjoys reading and listening to music.

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Teresa M. Ines, QPA, APA,  Paralegal Assistant

Terry Ines has worked in the benefits consulting and administrative services field since 1980. She has a paralegal degree and an employee benefits certification from the Lawyers Assistant Program of Adelphi University. Terry is also a Qualified Pension Administrator and a member of the American Society of Pension Professionals & Actuaries. Her considerable experience ranges from sophisticated qualified plan design to plan implementation, employee communication, plan administration, and plan termination. Terry also has a strong background and successful track record in representing plan sponsors before the IRS on qualified plan audits and dealing with the IRS on complex pension and tax issues. She has also had considerable experience with the IRS Employee Plans Compliance Resolution System (“EPCRS”) in analyzing plan qualification and operational failures and assisting clients in the “self correction” program as well as filing applications under the Voluntary Correction Program (“VCP”). Terry is married and is the mother of two sons.

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Mary M. Zingalli, CPA

Mary, a Certified Public Accountant, received her accounting degree from Adelphi University. Her experience with Arthur Andersen & Co. and Bankers Trust Co. have provided her with a wide range of experience in the accounting and auditing field. Mary is in charge of fiduciary accounting services for our pension and trust and estate clients and plays a lead role in the preparation of estate, gift and trust tax returns. She is a member of the American Institute of CPAs (AICPA). Mary is active in the Garden City community serving as a member of the Garden City Center of Children’s Medical Fund (CMF) of Schneider’s Hospital and of the Parent Teacher Association (PTA). She is the proud mother of Christopher and Michael, a certified scuba diver and enjoys social dancing and traveling.

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Jerome M. Hesch, Esq., Special Tax Counsel*

Jerome M. (“Jerry”) Hesch is one of the most respected tax and estate planning attorneys in the country. Although Jerry actively practices in Florida, he often consults with select law firms throughout the nation on federal tax issues. Jerry remains available to provide special federal tax counseling to our firm on an as-requested basis.  He is the Director of the Notre Dame Tax and Estate Planning Institute, a Fellow of ACTEC, has published numerous articles, Tax Management Portfolios, and co-authored a law school casebook on Federal Income Taxation, now in its fourth edition.  He has presented papers for the University of Miami Heckerling Institute on Estate Planning, the University of Southern California Tax Institute, the Southern Federal Tax Conference, the AICPA and the New York University Institute on Federal Taxation.  He participated in several bar association projects, including the Drafting Committee for the Florida Revised Uniform Partnership Act and preparing the ABA’s comments on the IRS’s proposed private annuity regulations.  He received his BA and MBA degrees from the University of Michigan and a JD degree from the University of Buffalo Law School.  He was with the Office of Chief Counsel, Internal Revenue Service, Washington, D.C. from 1970 to 1975, and was a full-time law professor from 1975 to 1994, teaching at the University of Miami School of Law and the Albany Law School, Union University.  He is currently an adjunct professor of law, teaching courses at the Florida International University Law School and the Graduate Program in Estate Planning at the University of Miami.

* Jerry is with the Berger Singerman LLP Law Firm in its Miami, Florida office.  Jerry is a Special Tax Counsel to our firm and is not an employee of The Wolf Law Group.

 
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