Jodi Krieger advises clients in all phases of forming, managing and terminating charitable organizations, including public charities, private foundations and private operating foundations. She advises clients, individually and on behalf of the organizations they represent, in connection with making contributions and grants, nationally and internationally, including preparing grant agreements for contributions to domestic and foreign entities. Jodi works with clients on multiyear grants, endowments and long-term capital projects. Jodi is impassioned by helping clients find impactful and creative ways to utilize their wealth in support of charitable and social causes they believe in.
Another important focus of Jodi’s practice is estate planning and administration. Jodi advises 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 also advises clients in marital planning, including the preparation and negotiation of prenuptial and postnuptial agreements.
"Funding a Private Foundation with Hedge Funds," Foundation Source, November 2013
"Core Aspects of Creating and Maintaining a Private Foundation," hosted by UBS Financial Services, November 2009
"Estate Planning with a Private Foundation," Foundation Source, October, 2015
"Concerns and Objectives Are Client Specific: The Estate Plan Should Be as Well." Strategies for Trusts and Estates in New York, 2013 Edition: Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in New York [S.l.]: West Group (Law), 2013. 59-68. Print