Complex Structure Administration

Because GSRJ approaches client representations in a holistic manner, we understand that the careful administration of complex legal structures is the next logical step following planning and implementation.

Accordingly, the firm offers a comprehensive suite of services to assist clients and their other advisors in the administration of international estate planning, private placement life insurance, captive insurance, and investment and business structures. Depending on the level of administrative support that GSRJ clients receive from their family offices, accountants, or other legal advisors, GSRJ’s administrative services can be tailored to encompass virtually all administrative needs or they can be limited to only a few areas. The scope of administrative services includes tax reporting; reporting to local administrative bodies; liaison services with trustees, protectors, asset managers, and custodians; maintenance of corporate or partnership books and records; facilitating contributions to or withdrawals from structures; and general transactional assistance. GSRJ has developed proprietary filing and record-keeping systems in all of the areas with respect to which the firm offers administrative support services, and such systems provide clients with ready access to historical data when it is required. In order to ensure optimal cost-effectiveness of these administrative services, the majority of the work is performed by non-lawyer professionals and GSRJ charges for administrative services at a reduced hourly rate schedule as compared to its charges for planning and implementation projects.

Attorneys

Leslie C. Giordani
Partner

Ms. Giordani 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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Derry W. Swanger
Partner

Mr. Swanger has extensive experience in assisting U.S. and non-U.S. clients with the design and implementation of traditional and more sophisticated estate planning and asset protection strategies.

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Michael H. Ripp, Jr.
Partner

Mr. Ripp represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures.

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Amy P. Jetel
Partner

Ms. Jetel is focused on the design, implementation, and administration of international trust and entity structures and assists clients around the country and around the world with estate planning and asset protection.

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Steven D. Baker
Counsel

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 Fitte
Associate

Ms. Fitte focuses on the design, implementation and administration of domestic and international estate and business plans for GSRJ’s clients.

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Directors

Peggy A. Ugent
Tax & Accounting Director

Ms. Ugent uses her extensive expertise and experience in U.S tax matters to counsel firm attorneys on income and transfer tax considerations.

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Coordinators

Bruce S. Kentros
Trusts

Mr. Kentros’ efforts are focused on complex structure administration and international estate and wealth protection planning.

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Tracy A. Costello
Family Office

Ms. Costello’s primary responsibility is to facilitate the family office support provided by the firm.

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Laura C. Bredeson
Tax

Ms. Bredeson’s primary responsibility is domestic and international tax compliance, and she is an integral contributor to one of the firm’s family office representations.

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