Overview
Amy Wilfert helps clients with estate planning and trust and estate administration in New York and Connecticut. Her clients include entrepreneurs, private equity and hedge fund principals, corporate executives and wealthy families. She helps these high net worth individuals and families achieve their objectives in the simplest and most tax-efficient manner possible. For over 20 years, she has served as a trusted advisor in cooperation with her clients' other investment advisors, accountants, insurance professionals and financial planners. In addition, Amy frequently acts as an executor or trustee for her clients and their families. She also represents individual and corporate fiduciaries, as well as charitable organizations.
Amy has served on the boards of the YWCA of Greenwich and the United Way of Greenwich. She was a member of the allocations committee of the United Way of Greenwich for a number of years. In addition, she served on the board of the Estate Planning Council for Lower Fairfield County.
Amy lives in Old Greenwich with her husband David.
Education and Credentials
Education
- Fordham University School of Law, J.D., editor, Fordham Urban Law Journal
- Amherst College, B.A.
Admissions
- State of New York
- State of Connecticut
Affiliations
- Connecticut Bar Association
- Greenwich Bar Association
- Estate Planning Council of Lower Fairfield County
- New York State Bar Association
- Association of the Bar of the City of New York
Recognition and Community
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Chosen for inclusion in the Chambers HNW Guide (Chambers & Partners) of recognized practitioners for Private Wealth in Connecticut, 2019-2024
Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates, 2010-2025, Non-Profit / Charities Law, 2013-2025
Recipient, YWCA BRAVA Award, 2009
AV Preeminent rated by Martindale-Hubbell (LexisNexis)
In The Media
Publications
- Author, "The Charitable Lead Annuity Trust," Wealth Management Advisor, January 2015, Wealth Management Advisor, January 1, 2015