Susan M. Holzman
44 Whippany Road, Suite 100 Morristown, New Jersey 07960
Firm:
Orloff, Lowenbach, Stifelman & Siegel, P.A.
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Overview
HIGHLIGHTS
Tax and estate planning for business executives, professionals, and high net worth owners of closely-held businesses and their families, including business succession planning, generation-skipping transfer tax planning, the use of life insurance, and the implementation of lifetime gift programs and intrafamily sales.
REPRESENTATIVE EXPERIENCE
- Drafting Wills, irrevocable insurance trusts, Section 2503(c) trusts, qualified personal residence trusts, grantor retained annuity trusts, dynasty trusts, qualified subchapter S trusts, QTIP/IRA trusts, charitable split interest trusts, trusts for disabled individuals, and revocable grantor trusts
- Representing clients involved in complex Will contests and contested trust matters, including disputes relating to elective share claims, interests in closely-held businesses, and real estate investments
- Estate administration, including preparing estate tax returns and inheritance tax returns, representing estates in connection with federal and state audits, and reviewing fiduciary income tax returns
- Drafting and negotiating premarital agreements, postmarital agreements, and property settlement agreements
- Drafting and negotiating employment agreements, consulting agreements, deferred compensation agreements, stock option agreements, and severance agreements
- Structuring complex commercial transactions in connection with corporate divorces and third party acquisitions, including spin-offs, like-kind exchanges, redemptions, and cross-purchases
- Drafting and negotiating stock purchase agreements, asset purchase agreements, tax indemnification agreements, shareholders agreements, partnership agreements, and limited liability company agreements
- Representing clients involved in IRS disputes, including matters involving valuation issues, pension issues, and tax shelters
- Drafting legislation enacted in New Jersey
- Representing major trade association, including complex life insurance project
- Representing doctors, dentists, lawyers, and accountants in connection with employment arrangements and the purchase and sale of equity interests in practices
- Preparing gift tax returns, including returns that involve sophisticated issues relating to the generation-skipping transfer tax
OTHER EXPERIENCE
- Member of the board of directors and general counsel of a professional employer organization: 1998-2005
What legal services does this lawyer offer?
Awards
Litigation - Trusts and Estates, Newark (2020)
Trusts and Estates, Newark (2018)
Litigation - Trusts and Estates, Newark (2017)
Trusts and Estates, Newark (2015)
Tax Law, Newark (2014)
Education
Graduated
New York University, LL.M. (in taxation)
Graduated 1985
Swarthmore College, B.A. with honors
Graduated 1977
Contact Details and Office Locations
Office: (973) 622-6200
44 Whippany Road, Suite 100
Morristown, New Jersey 07960
Morristown, New Jersey 07960
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