- Trust & Estates
- Forensic Investigations
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- Syracuse University: BS
- Hofstra University: MBA
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants: Bankruptcy Committee Chair
- Estate Planning Council of Nassau County
Geraldine M. Wolk is a Director specializing in trusts and estates. She has extensive experience with high net worth individuals, income taxation and planning for individuals, estates, trusts, business entities and not-for profits. She also provides services in the areas of bankruptcy, litigation support, forensics, accounting and auditing. Geraldine is a member of the firm’s Private Business Services Group.
In her years in private practice and continuing with her current career in public accounting, Gerri is counted on for her expert guidance. She advises executors, trustees and beneficiaries, and provides support services and the execution of necessary tax returns.