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Profile of Susan Holzman
 

Susan Holzman

 
Partner - Orloff Lowenbach Stifelman & Siegel
 
Susan Holzman Email :
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Company Name : Orloff Lowenbach Stifelman & Siegel
 
Company Website : www.olss.com
 
Company Address : 101 Eisenhower Pkwy.
, Roseland, NJ,
United States,
 
Susan Holzman Profile :
Partner - Orloff Lowenbach Stifelman & Siegel
 
Susan Holzman Biography :

HIGHLIGHTS:

Tax and estate planning for business executives, professionals, and high net worth owners of closely-held businesses and their families, including business succession planning, generation-skipping transfer tax planning, the use of life insurance, and the implementation of lifetime gift programs and intrafamily sales

EDUCATION:

New York University School of Law

LL.M. (in taxation) 1985

J.D. 1980

Swarthmore College

B.A. (with honors) 1977

BAR ADMISSIONS:

States:

New York 1981

New Jersey 1982

Federal:

Southern District of New York

Tax Court

OTHER EXPERIENCE:

American College of Trust and Estate Counsel, Fellow

Essex County Bar Association, Trusts and Estates Committee,

Chair: 1994-1997

Essex County Probate Early Settlement Panel: 1996-present

Member of the board of directors and general counsel of a professional employer organization: 1998-2005

REPRESENTATIVE EXPERIENCE:

Drafting Wills, irrevocable insurance trusts, Section 2503(c) trusts, qualified personal residence trusts, grantor retained annuity trusts, dynasty trusts, qualified subchapter S trusts, QTIP/IRA trusts, charitable split interest trusts, trusts for disabled individuals, and revocable grantor trusts

Representing clients involved in complex Will contests, including disputes relating to elective share claims, interests in closely-held businesses, and real estate investments

Estate administration, including preparing estate tax returns and inheritance tax returns, representing estates in connection with federal and state audits, and reviewing fiduciary income tax returns

Drafting and negotiating premarital agreements, postmarital agreements, and property settlement agreements

Drafting and negotiating employment agreements, consulting agreements, deferred compensation agreements, stock option agreements, and severance agreements

Structuring complex commercial transactions in connection with corporate divorces and third party acquisitions, including spin-offs, like-kind exchanges, redemptions, and cross-purchases

Drafting and negotiating stock purchase agreements, asset purchase agreements, tax indemnification agreements, shareholders agreements, partnership agreements, and limited liability company agreements

Representing clients involved in IRS disputes, including matters involving valuation issues, pension issues, and tax shelters

Drafting legislation enacted in New Jersey

Representing major trade association, including complex life insurance project

Representing doctors, dentists, and lawyers in connection with employment arrangements and the purchase and sale of equity interests in practices

Preparing gift tax returns, including sophisticated generation-skipping transfer tax allocations

 
Susan Holzman Colleagues :
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William Adelson

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Samuel Feldman

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Michael Haratz

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Eileen Lindsay

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Stanley Schwartz

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