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Orloff, Lowenbach, Stifelman & Siegel advises on trust and estate planning and administration, tax matters and business succession planning. The firm's clients include wealthy families, fiduciaries and non-profit entities.
"They are excellent for private client and trust matters," says an interviewee; "they provide top-notch advice and are one of the key names in the trust and estate market."
Joel Siegel assists wealthy individuals, families and closely-held enterprises on succession and tax planning matters. He also has experience handling tax controversies before the IRS and is noted for his "very, very good reputation." A source says that "he is recognised as a leader in the wider community," and adds that "he is one of the leaders in the trusts and estates Bar."
Susan Holzman is described as "a very fine lawyer" and advises on gift and estate tax matters, estate administration and business succession planning. "She has an active role in education and leadership within the community. She is sought after as a speaker in this area and is very active in ACTEC," explains a market insider, who adds that "she is a very strong name in this market."