Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Jodi Lipka to the firm’s Trusts & Estates practice groups as Counsel. Jodi counsels high net worth foreign and domestic individuals with respect to all aspects of estate, gift, and charitable planning. Jodi drafts sophisticated wills, revocable and irrevocable trusts, and charitable trusts.
With experience preparing legal memoranda, Jodi has worked on matters relating to international, federal, and state taxation, as well as nuanced estate and trust matters. She also has completed Internal Revenue Service (IRS) filings, prepared formation documents, drafted governing documents for corporate entities, and handled gifts, loans, purchases, and sales to grantor and non-grantor trusts.