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Marjorie advises moderate- to high-net-worth individuals and families regarding their estate planning needs, working closely with clients to address personal, family, and business concerns as well opportunities to mitigate federal and state wealth transfer taxes.  She also counsels public and private charities and corporate fiduciaries.

Recognizing that effective wealth transfer planning often involves complex legal concepts, Marjorie prioritizes her clients’ comprehension of their estate plans so that they can make informed decisions about their assets.

Marjorie’s experience includes:

  • Preparation of complex wills and trusts
  • Family business succession planning
  • Life insurance planning
  • Planning with intellectual property assets, particularly with respect to high-profile individuals in the entertainment industry
  • Estate and trust administration, including trust “decanting,” fiduciary accountings and preparation of federal and state estate tax returns
  • Charitable gift planning
  • New York City Bar Association, Estate & Gift Tax Committee
  • Mid-Atlantic Fellow of the American College of Trust and Estate Counsel
  • New York State Bar Association
  • Co-author, "Racing Against The Legislative Clock: Time Sensitive Gift and Estate Tax Planning Guidance," Stroock Client Alert, September 23, 2021

  • Co-author, "Change in Control of Congress May Signal Seismic Shift in Future Estate Planning Opportunities," Stroock Client Alert, March 8, 2021

LL.M. in Taxation, New York University School of Law, 2015

J.D., New York University School of Law, 2012

B.A., with Honors, Washington University in St. Louis, 2007

  • Speaker, "Change in Control of Congress May Signal Seismic Shift in Future Estate Planning Opportunities," Stroock, March 22,2021

Marjorie advises moderate- to high-net-worth individuals and families regarding their estate planning needs, working closely with clients to address personal, family, and business concerns as well opportunities to mitigate federal and state wealth transfer taxes.  She also counsels public and private charities and corporate fiduciaries.

Recognizing that effective wealth transfer planning often involves complex legal concepts, Marjorie prioritizes her clients’ comprehension of their estate plans so that they can make informed decisions about their assets.

Marjorie’s experience includes:

  • Preparation of complex wills and trusts
  • Family business succession planning
  • Life insurance planning
  • Planning with intellectual property assets, particularly with respect to high-profile individuals in the entertainment industry
  • Estate and trust administration, including trust “decanting,” fiduciary accountings and preparation of federal and state estate tax returns
  • Charitable gift planning

Memberships

  • New York City Bar Association, Estate & Gift Tax Committee
  • Mid-Atlantic Fellow of the American College of Trust and Estate Counsel
  • New York State Bar Association

Publications

  • Co-author, "Racing Against The Legislative Clock: Time Sensitive Gift and Estate Tax Planning Guidance," Stroock Client Alert, September 23, 2021

  • Co-author, "Change in Control of Congress May Signal Seismic Shift in Future Estate Planning Opportunities," Stroock Client Alert, March 8, 2021

Admitted To Practice

New York

Education

LL.M. in Taxation, New York University School of Law, 2015

J.D., New York University School of Law, 2012

B.A., with Honors, Washington University in St. Louis, 2007

Speeches & Events

  • Speaker, "Change in Control of Congress May Signal Seismic Shift in Future Estate Planning Opportunities," Stroock, March 22,2021