Shifra HerzbergSpecial Counsel

Shira Herzberg - Private Client Services, Estate Planning

Offices


Services

Shifra Herzberg focuses on sophisticated estate planning, estate administration and business succession planning for high-net-worth clients. She drafts customized documents for clients to dispose of their assets in a tax efficient manner that achieves their personal objectives. Shifra also counsels clients in the planning, implementation and administration of multi-generational wealth transfer strategies that are consistent with their overall family goals and values.

Shifra provides comprehensive advice to clients on gift and estate tax and their respective tax returns, generation-skipping transfer tax and charitable giving. In addition, she helps clients in the formation and administration of private foundations.

Honors & Awards

  • Mt. Sinai Jewish Center Community Service Award
  • UJA-Federation’s “Volunteer of Excellence” Award for Community Service

Memberships

  • Member, UJA-Federation of New York Lawyers Division Trusts & Estates Group
    • Member, Trusts & Estates Group Next Generation Initiative

Publications

  • Co-Author, “Tax Cuts and Jobs Act: Transfer Tax Planning for New York Individuals In Light Thereof,” Warren’s Heaton Legislative & Case Digest, February 2018
  • Co-Author, “A Case Update: Important Tax Cases in a Time of Uncertain Legislation,” Warren’s Heaton Legislative & Case Digest, February 2017
  • Co-Author, “Right of Election,” Probate and Administration of New York Estates, New York State Bar Association, 2015
  • Co-Author, “The Digital Age of Estate Planning,” Warren’s Heaton Legislative & Case Digest, February 2015
  • Co-Author, “New York State – New and Proposed Legislation Affecting Trust and Estates,” Warren’s Heaton Legislative & Case Digest, January 28, 2014
  • Co-Author, “The American Taxpayer Relief Act: The End to Estate Planning Cliffhangers?” Warren’s Heaton Legislative & Case Digest, April 2013
  • Co-Author, “Estate Portability: Use It or Lose It?” New York Law Journal, September 17, 2012
  • Co-Author, “Decanting New York Trusts: EPTL 10-6.6 Significantly Revised,” Warren’s Heaton Legislative & Case Digest, February 2012

Admitted To Practice

New York; New Jersey


Education

LL.M., Taxation, New York University School of Law, 2010

J.D., Benjamin N. Cardozo School of Law, Yeshiva University, 2007

B.A., Thomas A. Edison State College, 2004