Jeffrey D. Glickman Email and Phone Number

Assist ultra high-net worth individuals and families with all aspects of their estate planning, including drafting and implementing core estate planning documents, executing wealth transfer techniques (including sales to grantor trusts, GRAT planning, and other cutting-edge strategies), and filing all necessary corporate reports and gift/estate tax returns. Assist Corporate Trustees with a wide array of fiduciary-based issues, including general trust administration, trust modifications (including nonjudicial settlement agreements and decantings), and effectively and efficiently resolving disputes with other stakeholders.

Drafted numerous wills, revocable and irrevocable trusts, nonjudicial trust settlement agreements, gift and estate tax returns, premarital agreements, and other wealth transfer documents. Advised clients on estate and trust administration matters. Advised clients of all types of wealth, including clients with a net worth exceeding one billion.

Drafted ancillary documents and completed due diligence on multiple mergers and acquisitions and financing transactions. Researched and composed memoranda on a variety of topics including corporate, real estate, and tax law issues.

Federal and state compliance for various entities, including Real Estate Investment Trusts (REITs), Consolidated C-Corporations, Hedge Funds, Private Equity Funds, and Trusts. Worked on many tax consulting engagements, including REIT testing, IRS Audit engagements, and structuring proposals. Heavily involved in recruiting efforts and participated in designing new state and local taxation intranet website

Helped prepare various legal documents, worked directly with clients on various criminal defense and civil cases, conducted comprehensive research on various legal matters, and performed substantial work on the firm's website. Shadowed court proceedings on a regular basis and frequently interacted with the clerk's office, states attorneys, and judges.