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Biography
B.B.A., City College of New York
J.D., Syracuse University
Previously a professor at Loyola University College of Law, New Orleans, and a visiting professor at McGeorge School of Law, Sacramento, Calif.; Tulane University School of Law, New Orleans; and The Ohio State University College of Law, Columbus, Ohio. Author of numerous law review articles, co-author of nine law school casebooks on tax and trusts and estates, and principal author of the two-volume treatise Drafting New York Wills and Related Documents (Matthew Bender).
Professor Bloom is an Academic Fellow of the American College of Trust and Estate Counsel; he currently serves on the Estate and Gift, State Laws and Legal Education Committees. He is also a member of the American Law Institute and was actively involved in the formulation of the Restatement (Third) of Trusts and the Restatement (Third) of Property (Wills and other Donative Transfers).
Professor Bloom is the past Chair of the Trusts and Estates Law Section, New York Bar Association; he previously served as Chair and Vice-Chair of the Taxation Committee and Chair of the Multi-State Practice Committee,. Professor Bloom was also the Section's liaison to the EPTL-SCPA Legislative Advisory Committee which worked on recommending adoption of the Uniform Trust Code in New York. He is currently Chair of the Section’s NYUTC Committee and a member of the NYUTC-Legislative Advisory Group’s Steering Committee.
Professor Bloom has served as a member of the Trusts and Estates and Surrogate’s Court committee of the Bar of the City of New York. He is currently serving as a member of the Estate and Gift Tax Committee of the Bar of the City of New York.
View Ira Mark Bloom's Curriculum vitae (CV)

Books

FUNDAMENTALS OF TRUSTS AND ESTATES, 5th ed. (Carolina Academic Press, 2017) (with Roger W. Andersen)
TEACHER'S MANUAL for FUNDAMENTALS OF TRUSTS AND ESTATES, 5th ed. (Carolina Academic Press, 2017) (with Roger W. Andersen)
Teacher's Manual to Accompany Fourth Edition of Federal Taxation of Estates, Trusts, and Gifts, LexisNexis, 2014 (Kenneth F. Joyce, co-author)
Federal Taxation of Estates, Trusts, and Gifts, Fourth Edition, LexisNexis, June 2014
BLOOM AND LAPIANA, DRAFTING NEW YORK WILLS AND RELATED DOCUMENTS, 4th ed. (LexisNexis) (2012)
FUNDAMENTALS OF TRUSTS AND ESTATES, 4th ed. (LexisNexis, 2012)(with Anderson)
TEACHER’S GUIDE for FUNDAMENTALS OF TRUSTS AND ESTATES, 3rd ed. (Lexis Publishing, Spring 2007) (with Andersen)
FEDERAL TAXATION OF TRUSTS AND GIFTS, 3rd ed. (LexisNexis, 2002) (with Solomon, Gaubatz, and Boyle)
FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS, 2nd ed.,
(Matthew Bender, 1998) (with Boyle, Gaubatz and Solomon)
TEACHER'S MANUAL to accompany ESSENTIALS OF TRUSTS AND ESTATES (with Andersen, Gaubatz, and Solomon) (Matthew Bender, 1996)
TEACHER'S UPDATE for TEACHER'S MANUAL to accompany FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1990)
TEACHER'S MANUAL, to accompany FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1989)
ESTATES, TRUSTS AND TAXES: CASES AND MATERIALS ON THE WEALTH TRANSMISSION PROCESS (with Gaubatz) (Matthew Bender, 1983)

Publications

FUNDAMENTALS OF TRUSTS AND ESTATES, 5th ed. (Carolina Academic Press, 2017) (with Roger W. Andersen)
TEACHER'S MANUAL for FUNDAMENTALS OF TRUSTS AND ESTATES, 5th ed. (Carolina Academic Press, 2017) (with Roger W. Andersen)
2017 Supplement to FEDERAL TAXATION OF ESTATES, TRUSTS, AND GIFTS, 4th ed. (LexisNexis, 2014) (with Kenneth F. Joyce)
Commentary and Recommendations to the New York State Legislature on the Sixth Report of the EPTL-SCPA Legislative Advisory Committee (Trusts and Estates Law Section, New York State Bar Association, 2017 rev.) (with William P. LaPiana)Link to publication
Commentary and Recommendations to the New York State Legislature on the Sixth Report of the EPTL-SCPA Legislative Advisory Committee (Trusts and Estates Law Section, New York State Bar Association, 2016) (with William P. LaPiana)Link to publication
2014 Supplement to Fundamentals of Trusts and Estates, 4th ed., LexisNexis 2012 (Roger W. Anderson, co-author)
Teacher's Manual to Accompany Fourth Edition of Federal Taxation of Estates, Trusts, and Gifts, LexisNexis, 2014 (Kenneth F. Joyce, co-author)
Federal Taxation of Estates, Trusts, and Gifts, Fourth Edition, LexisNexis, June 2014
Revised Chapter 14: “Marital Deduction” in DRAFTING NEW YORK WILLS AND RELATED DOCUMENTS (LexisNexis Matthew Bender, to be published in Spring 2013, with William LaPiana)
Revised Chapter 20: “Advanced Written Directives for Heath Care” in DRAFTING NEW YORK WILLS AND RELATED DOCUMENTS (LexisNexis Matthew Bender, 2012, with William LaPiana)
Revised Chapter 9: "Powers of Appointment” in DRAFTING NEW YORK WILLS AND RELATED DOCUMENTS (LexisNexis Matthew Bender, 2012, with William LaPiana)
TEACHER'S MANUAL for FUNDAMENTALS OF TRUSTS AND ESTATES, 4th ed., (LexisNexis, 2012)(with Anderson)
BLOOM AND LAPIANA, DRAFTING NEW YORK WILLS AND RELATED DOCUMENTS, 4th ed. (LexisNexis) (2012)
FUNDAMENTALS OF TRUSTS AND ESTATES, 4th ed. (LexisNexis, 2012)(with Anderson)
Revised Chapter 16: “Generation-Skipping Transfer Taxation” in DRAFTING NEW YORK WILLS AND RELATED DOCUMENTS (LexisNexis Matthew Bender, 2011, with William LaPiana)
NEW YORK'S NEW POWER OF ATTORNEY LAW (LexisNexis, 2009) (co-authored)
Revised Chapter 17: Advance Written Directives for Property and Health Care in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2009)
Unifying the Rules for Wills and Revocable Trusts in the Federal Estate Tax Apportionment Arena: Suggestions for Reform, 62 Miami Law Review 676 (2008)
Reprinted in 43 Real Property, Probate & Trust Journal 447-497 (2008)papers.cfm
Revised Chapter 2: Execution and Revocation of Wills in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2008)
Revised Chapter 19: Revocable Trusts in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2008)
Powers of Appointment Under the Restatement (Third) of Property, 33 Ohio Northern University Law Review 755 (2007)papers.cfm
Revised Chapter 20: Generation-Skipping Transfer Taxation in KLIPSTEIN AND BLOOM’S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2007)
Revised Chapter 9: Charitable Dispositions in KLIPSTEIN AND BLOOM’S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2007)
TEACHER’S GUIDE for FUNDAMENTALS OF TRUSTS AND ESTATES, 3rd ed. (Lexis Publishing, Spring 2007) (with Andersen)
FUNDAMENTALS OF TRUSTS AND ESTATES, 3rd ed. (LexisNexis, Spring 2007) (with Andersen)
Revised Chapter 7: Marital Deduction in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2006)
Planning Considerations for the New York Estate Tax in PROGRAM BOOK, THIRD ANNUAL SOPHISTICATED TRUSTS AND ESTATES LAW INSTITUTE (NYSBA, 2005)
Lifetime Transfers Can Reduce New York Estate Taxes, 38 New York State Bar Association Trusts & Estates Newsletter 13 (Spring 2005)papers.cfm
Revised Chapter 17: Advance Written Directives for Property and Health Care in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2005) (co-authored)
Revised Chapter 2: Execution and Revocation of Wills in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2005)
Revised Chapter 11: Testamentary Trusts in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (LexisNexis Matthew Bender, 2004)
Revised Chapter 9: Charitable Dispositions, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2004)
Revised Chapter 7: Marital Deduction, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2004)
Revised Chapter 19: Revocable Trusts, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2003)
Revised Chapter 18: Retirement and Estate Planning, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2003)
The GST Tax Tail is Killing the Rule against Perpetuities, 87 (no.4) Tax Notes 569 (April 24, 2000)papers.cfm
Needed: An Effective Generation-Skipping Tax Letter, 13 Tax Notes 1142 (November 9, 1981)
Teacher's Guide for FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS 3rd ed. (with Boyle, Gaubatz and Solomon) (LexisNexis Publishing, 2003)
REVISED FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS, 3rd ed. (Lexis Publishing, 2003) (with Boyle, Gaubatz and Solomon)
Chapter 20: Generation-Skipping Transfer Taxation, in KLIPSTEIN'S DRAFTING NEWYORK WILLS (Lexis Publishing, 2002)
Chapter 7: Marital Deduction, in KLIPSTEIN'S DRAFTING NEW YORK WILLS (Lexis Publishing, 2002)
How Federal Transfer Taxes Affect the Development of Property Law, 48 Cleveland State Law Review 661-676 (2000) (Published in April 2002)
Teacher's Manual for FUNDAMENTALS OF TRUSTS AND ESTATES 2nd ed. (with Andersen) (LexisNexis Publishing, 2002)
FEDERAL TAXATION OF TRUSTS AND GIFTS, 3rd ed. (LexisNexis, 2002) (with Solomon, Gaubatz, and Boyle)
FUNDAMENTALS OF TRUSTS AND ESTATES, 2nd ed. (with Roger W. Andersen) (LexisNexis, 2002)
Chapter 18: Retirement and Estate Planning, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2001)
Chapter 15: Fiduciary Powers, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2001)
Chapter 12: Legal Life Estates and Remainders, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2001)
Chapter 11: Dispositive Provisions in Testamentary Trusts, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2000)
Chapter 9: Charitable Dispositions, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 2000)
TEACHER'S MANUAL to accompany FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS, 2nd ed., (Matthew Bender, 1999) (with Boyle, Gaubatz and Solomon)
Revisions to KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 1999)
FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS, 2nd ed.,
(Matthew Bender, 1998) (with Boyle, Gaubatz and Solomon)
Chapter 19: Revocable Trusts, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 1998)
ESSENTIALS OF TRUSTS AND ESTATES (Matthew Bender, 1996) (with Andersen, Gaubatz, and Solomon)
TEACHER'S MANUAL to accompany ESSENTIALS OF TRUSTS AND ESTATES (with Andersen, Gaubatz, and Solomon) (Matthew Bender, 1996)
SUPPLEMENT to FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1995)
Revised Chapter 9: The Marital Deduction, in MURPHY'S WILL CLAUSES (Matthew Bender, 1995)
EXPLANATION AND ANALYSIS OF ESTATE TAX LAWS OF DISTRICT OF COLUMBIA, ILLINOIS, LOUISIANA, MICHIGAN, MARYLAND AND TEXAS (Research Institute of America, 1994)
Revised Chapter 3B: Federal Income Taxation: Will Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1994)
Chapter 3C: Federal Income Taxation of Trusts: Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1994)
Chapter 3D: Federal Income Taxation of Grantor Trusts: Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1994)
Chapter 41A: Federal Income Taxation of Lifetime Trusts, in POWELL ON REAL PROPERTY (Matthew Bender, 1993)
Chapter 41B: Federal Income Taxation of Testamentary Trusts, in POWELL ON REAL PROPERTY (Matthew Bender, 1993)
Chapter 41C: Federal Gift and Estate Taxation of Trusts, in POWELL ON REAL PROPERTY (Matthew Bender, 1993)
Chapter 41D: Federal Taxation of Generation-Skipping Trusts, in POWELL ON REAL PROPERTY (Matthew Bender, 1993)
Chapter 9: Rights of Surviving Spouse, in KLIPSTEIN'S DRAFTING NEW YORK WILLS (Matthew Bender, 1993)
Revision of Chapter 9A: Limitations on the Freedom of Testation: Spousal Protection, in MURPHY'S WILL CLAUSES (Matthew Bender, 1993)
SUPPLEMENT to FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1993)
The Treatment of Trust and Other Partial Interests of the Surviving Spouse Under the Redesigned Elective-Share System: Some Concerns and Suggestions, 55 Albany Law Review 941 (1992)
Chapter 17: Advance Written Directives for Property and Health Care, in KLIPSTEIN AND BLOOM'S DRAFTING NEW YORK WILLS (Matthew Bender, 1992)
Dedication to Professor Samuel M. Fetters, 42 Syracuse Law Review 1019 (1992)
SUPPLEMENT to FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1992)
Chapter 3D: Federal Income Taxation of Lifetime Trusts: Will Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1992)
Chapter 17: Advance Written Directives for Property and Health Care, in KLIPSTEIN'S DRAFTING NEW YORK WILLS (Matthew Bender, 1992)
Chapter 11A: Generation-Skipping Transfer Taxation, in KLIPSTEIN'S DRAFTING NEW YORK WILLS (Matthew Bender, 1991)
Chapter 3C: Federal Income Taxation of Testamentary Trusts: Will Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1991)
Chapter 2: Present Possessory Estates, in THE AMERICAN LAW OF REAL PROPERTY (Matthew Bender, 1991)
Chapter 3: Future Possessory Estates, in THE AMERICAN LAW OF REAL PROPERTY (Matthew Bender, 1991)
Perpetuities Reformers Beware: The USRAP Tax Trap,
25 Real Property, Probate and Trust Journal 203 (1990) with Professor Jesse Dukeminierpapers.cfm
Chapter 7: Marital Deduction, in KLIPSTEIN'S DRAFTING NEW YORK WILLS (Matthew Bender, 1990)
TEACHER'S MEMORANDUM to accompany FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1991)
TEACHER'S UPDATE for TEACHER'S MANUAL to accompany FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1990)
TEACHER'S MANUAL, to accompany ESTATES AND TRUSTS: CASES, PROBLEMS AND MATERIALS (with Gaubatz and Solomon) (Matthew Bender, 1989)
TEACHER'S MANUAL, to accompany FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1989)
TEACHER'S MANUAL, to accompany FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon) (Matthew Bender, 1989)
Chapter 3A (revised): Federal Generation-Skipping Transfer Taxation: Will Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1989)
FEDERAL TAXATION OF ESTATES, TRUSTS AND GIFTS (with Gaubatz and Solomon), (Matthew Bender, 1989)
ESTATES AND TRUSTS: CASES, PROBLEMS AND MATERIALS, (with Gaubatz and Solomon), (Matthew Bender, 1989)
Chapter 3B: Federal Income Taxation: Will Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1988) (with revisions)
Federal Generation-Skipping Transfer Taxation: How Should The States Respond?, 51 Albany Law Review 817 (1987)
Chapter 3A: Federal Generation-Skipping Transfer Taxation: Will Drafting and Planning Considerations, in MURPHY'S WILL CLAUSES (Matthew Bender, 1987)
Perpetuities Refinement: There Is An Alternative, 62 Washington Law Review 23 (1987)
Chapter 3: Federal Estate and Gift Taxation: Will Drafting and Planning Considerations (with revisions), in MURPHY'S WILL CLAUSES (Matthew Bender, 1986)
Chapter 9: The Marital Deduction, in MURPHY'S WILL CLAUSES (Matthew Bender, 1985)
Chapter 3: Federal Estate and Gift Taxation: Will Drafting and Planning Considerations (with revisions), in MURPHY'S WILL CLAUSES (Matthew Bender, 1986)
Chapter 9A: Limitations on the Freedom of Testation: Spousal Protection, in MURPHY'S WILL CLAUSES (Matthew Bender, 1984)
TEACHER'S MANUAL for use with ESTATES, TRUSTS AND TAXES: CASES AND MATERIALS ON THE WEALTH TRANSMISSION PROCESS (with Gaubatz) (Matthew Bender, 1984)
ESTATES, TRUSTS AND TAXES: CASES AND MATERIALS ON THE WEALTH TRANSMISSION PROCESS (with Gaubatz) (Matthew Bender, 1983)
Transfer Tax Avoidance: The Impact of Perpetuities Restrictions Before and After Generation Skipping Taxation,
45 Albany Law Review 261 (1981)
Recent Judicial and Administrative Developments in Estate and Gift Taxation, 28 Tulane Tax Institute 12 (1978)
Generation-Skipping Loophole: Narrowed, But Not Closed, By The Tax Reform Act of 1976, 53 Washington Law Review 31 (1977)
Fifth Circuit Symposium, Federal Taxation, 22 Loyola Law Review 435 (1976)

Forthcoming Publications

Selected Achievements

Professor Ira Mark Bloom, Justice David Josiah Brewer Distinguished Professor of Law, has become a life member of the American Law Institute.
Professors Ira Mark Bloom and David Pratt presented at the informational event “How the New Tax Act Affects You and Your Small Business” at Albany Law School on February 28, 2018.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, presented the New York Trust Code on November 3, 2017, to the Executive Committee of the New York State Bar Association (NYSBA), which voted unanimously to recommend enactment of the legislation. On November 4, he presented the New York Trust Code to the House of Delegates of NYSBA, which voted to approve enactment as affirmative legislation.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, presented on "The Fundamentals of Trusts" at Albany Law School's Senior Citizens' Law Day on September 23, 2017.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, finalized the proposed legislation for the New York Trust Code in the summer of 2017. He also worked on crafting the legislation for the New York Directed Trust Act.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, presented an informational report on the proposed New York Trust Code to the Executive Committee of NYSBA in January 2017.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, presented an informational report on the proposed New York Trust Code to the Executive Committee of the Trusts and Estates Law Section of NYSBA in January 2017.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, was the law school's representative to the AALS House of Representatives in San Francisco, Calif., in January 2017.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, presented to the Trusts and Estates and Surrogate’s Court Committee and to the Estate and Gift Tax Committee of the City Bar on the New York Trust Code proposal in the fall of 2016. At the end of November, both Committees approved the recommendation to enact a modern trust code for New York.
Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, presented to the Trusts and Estates Law Section of NYSBA a 300-plus page report which recommended enactment of a modern trust code for New York in October 2016. The report was unanimously approved.
Professor Ira Mark Bloom, Justice David Josiah Brewer Distinguished Professor of Law, will present a paper on Modernizing New York Trust Law at a meeting of the New York Bankers Association this fall. He will also present a paper on the new Uniform Powers of Appointment Act at the 11th Annual Sophisticated Trusts and Estates Law Institute.
Professor Ira Mark Bloom received the Chair's Award from the Trusts and Estates Section of the New York State Bar Association for his service and leadership to the section and state bar.
Professor Ira Mark Bloom presented his paper, New York's Ongoing Evaluation of the UTC: Can UTC (and Non-UTC) States Benefit?, to a meeting of the State Laws Committee of the American College of Trust and Estate Counsel at the Fall ACTEC meeting in New Orleans on October 2014.
Professor Ira Mark Bloom presented his paper, Powers of Appointment under the New Uniform a Powers of Appointment Act: Planning and Drafting Considerations, at the 40th Notre Dame Tax and Estate Planning Institute on November 2014.
Professor Ira Mark Bloom reported to the Executive Committee of the Trusts and Estates Law Section of NYSBA on the progress of the Interim Report on the Proposed New York Trust Code on December 2014. The Interim Report will be finalized in January.

In the News

Professor Ira Bloom's work was featured in the New York Law Journal article "Proposed New York Trust Code" on July 7, 2017.

Ira Mark Bloom

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