Mr. Kolodny joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
Premier, mid-sized law firm Kleinberg Kaplan announced that Jeffrey B. Kolodny has joined its Estate Planning and Administration Practice as a partner.
Mr. Kolodny brings substantial depth and experience which is well suited to Kleinberg Kaplan’s client base of private investment funds, entrepreneurs, investors and wealthy families and individuals. He counsels high net worth individuals, affluent families and family offices on estate planning and wealth preservation utilizing advanced tax planning, structuring, and personal planning strategies. Mr. Kolodny also has broad experience assisting a broad array of entrepreneurial clients with the formation of limited liability companies, partnerships and corporations and counseling clients on business succession planning. With an advanced law degree in taxation, he provides astute counsel with respect to wealth transfer and tax planning. He also advises fiduciaries with respect to their obligations and beneficiaries regarding their rights, in estates and trusts, and in accounting proceedings, will contests and other Surrogate’s Court proceedings.
For international clients, Mr. Kolodny creates plans and structures that achieve wealth transfer and other objectives while minimizing taxes when multiple legal and tax systems apply. His practice involves frequent representation of foreign individuals acquiring or owning U.S. property, individuals and fiduciaries with assets in multiple jurisdictions, and U.S. nationals with assets abroad.
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“We are excited to welcome Jeff Kolodny to Kleinberg Kaplan. His deep knowledge of international and domestic estate planning and tax issues makes him a perfect addition to our firm. Many of our investment manager, investor and family office clients turn to us for guidance in achieving their business objectives which are deeply intertwined with their estate planning and administration needs. Estate Planning and Administration has become a key practice for the firm and Jeff will be integral to our continued success as trusted advisor in these matters,” said Andrew Chonoles, Kleinberg Kaplan Managing Partner.
Mr. Kolodny commented about his move: “Wealth preservation and estate planning strategies have become increasingly important for the private fund managers, entrepreneurs, investors, and other high net worth individuals that epitomize Kleinberg Kaplan’s client roster. I am excited to bring my practice to Kleinberg Kaplan, where I can contribute to the firm’s established estate planning department, and my clients can benefit from the full-service platform that combines extensive big law experience with the personalized attention of a mid-size firm.”
Mr. Kolodny holds both L.L.M. and J.D. degrees from New York University School of Law and an undergraduate degree from SUNY Albany. He is a full member of the New York Chapter of the Society of Trust and Estate Practitioners (STEP), and a frequent contributor to “The CPA Report,” continuing professional education seminars for accountants. Mr. Kolodny is recognized by “Best Lawyers” as a leading lawyer in Trusts and Estates.