Stein Adler Launches Private Wealth Services Practice, Led by Jason A. Lederman

We are pleased to announce the launch of our private wealth services practice, which addresses the complex wealth preservation and transfer requirements that are deeply embedded in our clients’ business and personal lives.

Our private wealth services practice is led by Jason A. Lederman, who joins us from the New York office of Dechert LLP. Jason has significant experience advising business owners, entrepreneurs, investors, real estate owners, and other high-net-worth clients on all aspects of estate planning and trust administration, as well as wealth preservation and tax-advantaged asset transfer strategies. Specifically, his practice is focused on developing holistic wealth transfer strategies and structuring tax-advantaged trusts, entities, and transactions, including: 

• Gift and sale transactions (often involving grantor trusts, grantor retained annuity trusts, family LLCs and operating business entities)
• Disability planning for beneficiaries with special needs
• Charitable giving (involving private foundations, charitable remainder trusts and charitable lead trusts)
• Probate and trust administration
• Issues related to the establishment, transfer, and succession of family businesses

Please click here to read more about our private wealth capabilities.