Orloff Lowenbach Stifelman & Siegel P.A.
 

Our Attorneys

Attorney Details

Susan M. Holzman

phone(973) 507-2401
fax(973) 622-3073
emailsmh@olss.com
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Susan M. Holzman - Shareholder

  • Estate and Gift Taxation
  • Estate Administration
  • Individual and Corporate Income Taxation
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.

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 and contested trust matters, 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, lawyers, and accountants in connection with employment arrangements and the purchase and sale of equity interests in practices
  • Preparing gift tax returns, including returns that involve sophisticated issues relating to the generation-skipping transfer tax
Other Experience

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

Professional & Civic Activities
  • Member, OLSS Management Committee
  • Board of Consultors of Real Property, Trust and Estate Law Section of New Jersey State Bar Association: 2007-2013
  • Essex County Bar Association, Trusts and Estates Committee, Chair: 1994-1997
  • Essex County Probate Early Settlement Panel: 1996-present
Other Distinctions

American College of Trust and Estate Counsel, Fellow

Fellow The American College of Trust and Estate Counsel