Overview

Nancy Samiljan is a Director and Co-Chair in the firm's Private Client and Trust group. The focus of her practice includes all aspects of sophisticated estate and tax planning for high net worth individuals, trust and estate administration and charitable giving. Nancy has extensive experience in planning for owners of real estate interests and administering estates with closely held real estate and business interests. Other areas of expertise include negotiating and drafting prenuptial agreements and planning with life insurance.

Representative Experience

• Creation and funding of grantor retained annuity trusts and intentionally "defective" grantor trusts to accomplish succession of closely-held business and partnership interests. 
• Structuring gifts of residential real estate to a donor advised fund under the management of a public charity. 
• Preparation of complex estate tax returns involving business and real estate valuation issues and sophisticated tax elections. 
• Creation and funding of family limited liability companies as vehicles to preserve real estate for future generations. 
• Representation of families in gift and estate tax audits with federal taxing authorities.