Domestic Estate Planning & Charitable Planning

The design and implementation of estate and wealth-transfer plans is an essential component of the firm’s practice. In addition to preparing comprehensive wills and management trusts tailored toward realizing each client’s unique goals  and minimizing exposure to income and transfer taxes, the attorneys at GBGR employ a range of tools, from irrevocable trusts to marital property agreements to carefully-drafted beneficiary designations,  in order to maximize the value of assets that can be transferred to successive generations. An integrated estate plan also involves business succession, and in some cases, private placement life insurance and international estate planning. GBGR provides expertise in all of these areas.

Because the average life span is longer, more of us can expect to spend some part of our lives unable to manage our own affairs.  Court-supervised guardianships of an incapacitated individual’s person and affairs can be especially burdensome.  Therefore, no estate plan is complete without disability planning. The attorneys at GBGR integrate financial and medical powers of attorney with other estate documents to facilitate the most efficient and least costly management of a client’s assets and affairs in the event of a disability.

Charitable planning also plays an integral role in a client’s overall estate plan. GBGR attorneys employ a number of tools to help clients to both address their philanthropic concerns and maximize the benefits of all of the available tax incentives, such as charitable lead or remainder trusts, testamentary charitable trusts, private operating and grant-making foundations, supporting organizations, and donor advised funds. The process of deferred charitable giving not only involves helping clients determine which tool will best meet their objectives, but also preparing the documents and forms necessary to create a new trust or non-profit corporation, and if applicable, file the required forms with the Internal Revenue Service and governing state agencies to establish and maintain the entity’s legal and tax-exempt status The firm also assists clients with identifying and selecting permissible public charities to which charitable grants may be made, as well as the documentation required to properly effectuate such grants. GBGR attorneys have also had extensive experience in assisting clients with their charitable giving outside of the United States.

Attorneys

Leslie C. Giordani
Partner

Leslie primarily represents high net worth individuals and family offices in a wide variety of legal matters. Her particular focus is domestic and international trust, investment, and life insurance structures.

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Cindy L. Grossman
Partner

Cindy has a breadth of experience in corporate and partnership formation and operation, entity conversion and reorganization, business planning, business succession, and asset protection planning.

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Steven D. Baker
Partner

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

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Lauren M. Fitte
Associate

Lauren focuses on the design, implementation and administration of domestic and international estate and business plans for GBGR’s clients.

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Jennifer E. Gayle
Associate

Jen’s practice focuses on the federal income, estate, and gift tax implications for clients utilizing complex estate planning, trust, and business strategies across multiple jurisdictions.

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Directors

J. Ross Buchholtz
Tax & Accounting

Ross draws upon his extensive experience as a senior certified public accountant to advise clients on a variety of income and transfer tax matters.

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