Jodi Krieger counsels high-net-worth individuals, including resident and non-resident aliens, concerning income, gift, estate and generation-skipping transfer tax matters and estate planning. She prepares wills, trust agreements, including insurance trusts, qualified personal residence trusts, qualified terminable interest property trusts, qualified domestic trusts, intentionally defective grantor trusts, and credit shelter trusts, and other planning-related documents. She represents clients in all phases of complex estate and trust administration and advises them with respect to estate litigation issues. Jodi assists clients in all phases of forming, managing and terminating tax-exempt organizations, including public charities, private foundations and private operating foundations. She represents clients in marital planning, including preparation and negotiation of prenuptial and postnuptial agreements.
BAR ADMISSION:
1988, New York, U.S. District Court for the Eastern District
1988, New Jersey, U.S. District Court, District of New Jersey
EDUCATION:
New York University School of Law (LL.M. in Taxation, 2000)
Brooklyn Law School (J.D., 1988)
State University of New York at Binghamton (B.A., 1985)
MEMBER:
New York State Bar Association, Trusts and Estates Law Section
New York City Bar Association
GUEST SPEAKER:
"Core Aspects of Creating and Maintaining a Private Foundation," hosted by UBS Financial Services, November 2009
