Jordan Klein’s broad-based trust and estate practice encompasses all aspects of estate planning, trust and estate administration and settlement, wealth transfer, philanthropy and fiduciary counseling services. His clients include corporate executives, families with dynastic wealth, privately held business owners, professionals, fund managers, family offices and private foundations.
Mr. Klein has significant experience designing creative solutions to achieve his clients’ estate planning objectives and address their concerns. He works closely with individuals, families, family offices and exempt organizations to determine their objectives and to help them design and implement a plan to achieve those objectives, which might include business succession planning; wealth transfer; income, estate and gift tax planning; family governance issues and philanthropic planning.
Mr. Klein advises on various types of wealth transfer plans, including grantor retained annuity trusts, qualified personal residence trusts, irrevocable insurance trusts, sales of assets to clients’ family members or trusts for their benefit, charitable lead trusts and generation-skipping trusts.
He assists clients with their philanthropic endeavors, sometimes utilizing private foundations, donor advised funds, charitable lead trusts, charitable remainder trusts, gift agreements and other similar vehicles.
He also works with clients to better define their business succession and family governance plans. In one instance, Mr. Klein worked with a large family office on its transition to a private trust company, including the creation of a new governance structure to take into account generational and geographic shifts within the family. He has also worked closely with owners of privately held businesses to design and implement control and ownership succession plans.