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Lawyer Profile

Image of Susan M. Holzman

Susan M. Holzman

Orloff, Lowenbach, Stifelman & Siegel, P.A.
  • Recognized Since:
    2005
  • Recognized in:
    Litigation - Trusts and Estates
    Tax Law...
  • Lawyer Page:
    http://www.olss.com/our-attorn...
  • Website:
    http://www.olss.com
  • Firm's Phone Number:
    (973) 622.6200
  • E-mail:
    smh@olss.com
  • Location:
    44 Whippany Road, Suite 100
    Morristown, NJ 07960

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
Continue Reading
  • Lawyer Bio
  • Client Comments
  • Firm Details

Lawyer Bio

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
Read more on firm website
  • Education
  • Bar & Court Admissions
  • Affiliations
  • Award List
  • Additional Information
  • Lawyer of the Year Badge
  • Lawyer of the Year Badge
  • Lawyer of the Year Badge
  • Lawyer of the Year Badge
  • Lawyer of the Year Badge

Education:

  • New York University , LL.M. (in taxation), graduated 1985
  • Swarthmore College, B.A. with honors, graduated 1977

Bar Admissions:

  • New Jersey, New Jersey 1982
  • New York, 1981
 

Court Admissions:

  • Southern District of New York
  • U.S. Tax Court

Affiliations:

  • Board of Consultors of Real Property, Trust and Estate Law Section of New Jersey State Bar Association - Member
  • Essex County Bar Association, Trusts and Estates Committee - Chair
  • Essex County Probate - Early Settlement Panel
  • OLSS Management Committee - Member
  • American College of Trust and Estate Counsel - Fellow

Named "Lawyer of the Year" by Best Lawyers for:

  • Litigation - Trusts and Estates, Newark (2020)
  • Trusts and Estates, Newark (2018)
  • Litigation - Trusts and Estates, Newark (2017)
  • Trusts and Estates, Newark (2015)
  • Tax Law, Newark (2014)
 

Recognized in The Best Lawyers in America for work in:

  • Litigation - Trusts and Estates
  • Tax Law
  • Trusts and Estates

Special Focus:

  • Tax
 

Lawyer Client Comments

Firm Details

Image for Orloff, Lowenbach, Stifelman & Siegel, P.A. View Firm Profile
Orloff, Lowenbach, Stifelman & Siegel, P.A.
http://www.olss.com
 
Headquarters
44 Whippany Road, Suite 100
Morristown, NJ 07960
(973) 622.6200
 
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