Lessons Learned From Celebrity Estates: Structuring Estate Plans to Avoid Missteps

Ms. Friedman has spent more than two decades helping individuals and families strategize to protect and preserve their wealth through estate planning, tax and gift strategies, and the creation of various trusts. She additionally provides comprehensive counsel in business succession planning, probate trust and estate administration, charitable giving, special needs planning, and guardianships, ensuring her clients’ assets are safeguarded in the most effective and least restrictive manner. Ms. Friedman's extensive experience in trust administration and estate planning includes advising families on structuring and managing family offices, guiding them through intricate estate, trust, and tax planning considerations, including real estate holdings. Known for her thoughtful and pragmatic approach, she works closely with clients to develop tailored solutions that align with their long-term goals while minimizing tax burdens and preserving generational wealth.

Ms. Sabio Socrates (“Tina”) brings over 25 years of experience in estate planning and probate law, serving a diverse clientele including individuals, married couples, professionals, and business owners. Her extensive experience spans from handling modest estates to managing large and complex estates. Ms. Sabio Socrates's services encompass a broad range of needs, from drafting simple wills and powers of attorney to creating revocable trusts and sophisticated trust planning. She aims to meet specific objectives such as wealth transfer, business succession, asset protection, charitable giving, and minimizing estate tax liabilities.