Susan M. Holzman

Recognized by Best Lawyers^® since 2005.

44 Whippany Road, Suite 100 Morristown, New Jersey 07960

(973) 507-2401

smh@olss.com

Firm: Orloff, Lowenbach, Stifelman & Siegel, P.A.

| Website

Overview

Firm

Orloff, Lowenbach, Stifelman & Siegel, P.A.

Years In Practice

Phone Number (973) 507-2401

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