JEFFREY B. KOLODNY

• Business Succession Planning
• Estate Planning and Administration
• Family Office
• International Trusts & Estates Planning
• Nonprofit and Tax-Exempt Organizations
• Planning for Fund Managers
• Tax Controversy
• Trusts & Estates Litigation

Jeff handles a wide range of estate planning, tax, and other legal matters for international and domestic clients. He frequently advises clients with respect to their wealth transfer and tax planning, obligations as fiduciaries, and rights as beneficiaries of estates and trusts. He also represents fiduciaries and beneficiaries in accounting proceedings, will contests, and other Surrogate’s Court proceedings.

Jeff frequently counsels managers of hedge funds and private equity funds in connection with their transfer tax planning and also advises family-owned businesses regarding the development and implementation of business succession plans.

For international clients, Jeff often creates plans and structures that achieve wealth transfer and other objectives while minimizing taxes when multiple legal and tax systems apply. He frequently represents foreign individuals acquiring or owning U.S. property, individuals and fiduciaries with assets in multiple jurisdictions, and U.S. nationals with assets abroad.

Jeff is a full member of the New York Chapter of the Society of Trust and Estate Practitioners (STEP). Jeff is also a member of the Board of Trustees of The Hudson Guild, a 501(c)(3) multi service community organization serving those who live, work or go to school in the Chelsea neighborhood of Manhattan, with a focus on those in need.

Jeff has been recognized as a leading lawyer in Trust and Estates by “Best Lawyers” since 2018.

Best Lawyers – Trusts and Estates

2019

The Lows and Highs of Estate Planning in a Pandemic: Making the Most of Estate and Gift Tax Opportunities in the Covid-19 Economy

Bloomberg Tax Management Estates, Gifts, and Trusts Journal, September 2020, Co-Authored with Joshua M. Kaplan

To Do: Year-End Estate Tax Planning

SmartPros, December 2018

Unpredictable Treatment – Should trusts be used in jurisdictions unfamiliar with the concept?

Trusts & Estates, November 2011

The New Expatriation Tax Regime

New York Law Journal, January 2010, Co-Authored with Rachel E. Small

Ties to U.S. and Canada

New York Law Journal, September 2007, Co-Authored with Michael Galligan and Rachel E. Small

Modern Inheritance Develops in China

New York Law Journal, February 2007, Co-Authored with Hao Wang and Michael W. Galligan