My clients know I’m here for the long haul to protect their families and businesses as their needs change and grow over time. Regardless of the complexity of a client’s estate or the dollar amounts involved, my focus is always the same - achieve each client’s goals as quickly and efficiently as possible and deliver peace of mind.
Dedicated to serving clients, their families and businesses from generation to generation, Jamie Katzen focuses his practice on domestic and international estate planning (wealth transfer), tax planning, estate and trust administration and wealth preservation planning. He guides clients from all walks of life through the design and implementation of effective wealth transfer planning, from simple wills for clients with modest assets to comprehensive estate planning for high-net-worth individuals and families with sophisticated assets and business interests.
Jamie has experience in structuring a variety of advanced wealth transfer strategies, including family limited partnerships, charitable trusts, private foundations, grantor retained annuity trusts, gifts and sales to defective grantor trusts, irrevocable life insurance trusts and qualified personal residence trusts. In addition to planning, Jamie handles the probate and administration of estates and trusts of all shapes and sizes, guiding families and fiduciaries through every phase of closing a deceased family member’s final affairs.
Jamie also counsels individuals (domestic and foreign), companies and tax-exempt organizations on a variety of strategic transactions and business issues, including entity selection and formation; transactional tax planning involving taxable and non-taxable dispositions, acquisitions, mergers, split-offs, spin-offs and recapitalizations; business succession planning and family wealth transitions; and employee benefits.
Clients trust Jamie to help them manage a wide range of issues that fall outside his core practice, from defusing family member disputes and resolving business and personal litigation to negotiating real estate transactions and opening bank accounts. If their needs go beyond his skill set, Jamie always makes sure clients are in the right hands, whether it involves a simple introduction to another experienced lawyer in the firm or a referral to an outside professional or advisor who can lead them to the best result.