Kleinberg Kaplan recently sent a Trusts & Estates Client Alert discussing potential changes to the tax law that were proposed by the House Ways and Means Committee (click here for the Client Alert). A recent report issued by the House Budget Committee regarding the proposals has important implications concerning the proposed provisions related to grantor…
JODI F. KRIEGER
PARTNER
Jodi F. Krieger began her career developing the knowledge and skill to assist others with estate planning and administration. Eventually, that lead to helping clients with their personal charitable goals. Jodi advises clients in all phases of forming, managing and terminating charitable organizations, including public charities, private foundations and private operating foundations. She also provides advice to high-net-worth individuals related to their estate and related tax planning and administration needs.
Practices
About
Jodi 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. She works with clients on multiyear grants, endowments and long-term capital projects.
Another important focus of Jodi’s practice is estate planning, 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.
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)
Bar Admissions
1988, New York, U.S. District Court for the Eastern District
1988, New Jersey, U.S. District Court, District of New Jersey
Publications
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
Insights
Update: Ways and Means Committee Proposes New Legislation
October 6, 2021Client AlertsWays and Means Committee Proposes New Legislation
September 28, 2021Client AlertsThe House Ways and Means Committee recently released a draft of the tax portion of the proposed reconciliation bill. Some of the proposals affecting individual taxpayers, estates and trusts are described below. Termination of Temporary Increase in Gift and Estate Tax Exclusion Amount The gift and estate tax exclusion amount is presently $11.7 million (indexed…
Post-Election Trusts & Estates Planning Considerations
November 9, 2020Client AlertsIn the wake of the 2020 election, many expect that the Biden administration will seek to engage Congress to enact new tax legislation in order to raise revenue to pay the costs associated with the pandemic and other government programs. The administration’s ability to set policy will be impacted by the final results of several…