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Ironically, there is good news for some families due to rising inflation for gift and estate planning purposes. As a…
Danielle Friedman
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PRACTICE FOCUS
Danielle Friedman is a principal attorney in the firm's Estates & Trusts group. Danielle provides comprehensive and sophisticated estate and tax planning services for an array of clients. She regularly assists clients with wealth preservation, asset protection planning, charitable giving, and more common estate planning needs.
Danielle also guides fiduciaries through estate and trust administrations, including probate matters, preparing inheritance and estate tax returns, and handling creditors' claims and beneficiary distributions.
Additionally, Danielle works within the firm's Business Law and Transactions group, where she regularly handles corporate governance matters, business succession planning, and the preparation of various commercial agreements.
The foundation of Danielle's practice is built on developing, maintaining, and fostering client relationships by providing attentive, responsive, and individually tailored solutions to each client.
Danielle received her J.D. from Temple University and has been recognized by Super Lawyers as a "Rising Star" since 2017.
REPRESENTATIVE MATTERS
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Prepared a variety of trust agreements and other estate plan documents for a client whose net worth exceeded $500 million in order to address complex family dynamics and maximize the passage of generational wealth; addressed the client's concerns regarding the management of his business after death to ensure a smooth transition and avoid liquidation
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Prepared an estate administration handbook for a client to be used by their family after death; the estate included 50+ business entities, and the plan outlined in detail how each entity would be owned after death
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Utilized specialized trusts to sell business interests to save a client millions of dollars in state income tax
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Completed merger and severance of several trusts to save client’s family millions of dollars in generation-skipping transfer tax
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Transferred a client’s assets to trusts to reduce potential federal estate tax liability.
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Conducted a comprehensive review of the client’s existing planning to determine opportunities for new planning strategies
PUBLICATIONS
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“The Benefits of Revocable Trusts in Estate Planning," Co-author, Pennsylvania CPA Journal for The Pennsylvania Institute of Certified Public Accountants (PICPA), Spring 2023, Volume 94
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"Historic Increase to Your Lifetime Exclusion from Federal Estate Taxes for 2023," Co-author, Offit Kurman Legal Blog, October 2022
POINTS OF DISTINCTION
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Super Lawyers, Rising Stars: 2017 - Present
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Main Line Today Top Lawyers 2013: Trusts, Wills and Estates
LANGUAGES
- Fluent in conversational Russian
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