Domestic Estate Planning

The design and implementation of estate and wealth-transfer plans is an essential component of the firm’s practice.

In addition to comprehensive wills and management trust vehicles crafted to meet clients’ goals regarding the testamentary disposition of property and to minimize the exposure of assets to estate, gift, income, and generation-skipping transfer taxes at death, the attorneys at GSRJ employ a range of tools, such as various types of of gifting trusts, life insurance trusts, qualified personal residence trusts, qualified subchapter S trusts, electing small business trusts, and beneficiary designation planning for annuities, IRAs, qualified plans, and other employee benefit plans in order to maximize the value of assets that can be transferred to successive generations. An integrated estate plan also involves tax and entity planning and charitable planning, and in some cases, private placement life insurance planning and international estate planning is appropriate. GSRJ provides expertise in all of these areas.

GSRJ also provides clients with the peace of mind that comes from proper disability planning. 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. Therefore, no estate plan is complete without disability planning. The attorneys at GSRJ regularly prepare financial and medical powers of attorney and other related documents that allow for the smooth and low-cost management of a client’s affairs in the event of a disability.

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.

View Attorney Profile

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.

View Attorney Profile

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.

View Attorney Profile

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.

View Attorney Profile

Cindy L. Grossman
Partner

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

View Attorney Profile

Steven D. Baker
Counsel

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

View Attorney Profile

Lauren Fitte
Associate

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

View Attorney Profile

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.

View Director Profile