Ephrat S. Orgel practices in the Firm's Private Client Services group, where she represents individuals and families with respect to estate and tax planning, including inter-generational planning, administration of trusts and estates and Surrogate’s Court proceedings. Her clients include high-net worth individuals and families, as well as banks, trust companies, and not-for-profit organizations.
Ms. Orgel works closely with individual clients, as well as with their accountants and other family and financial advisors, to help achieve their unique estate planning goals. She assists her clients in the preparation of a wide range of estate planning documents, including wills, revocable and irrevocable trusts, insurance trusts, grantor retained annuity trusts, dynasty trusts, trusts for minors, charitable trusts, supplemental needs trusts, health care proxies, living wills, and durable powers of attorney. Ms. Orgel works with family members of each generation, and provides advice regarding planning techniques to minimize estate, gift, and generation-skipping transfer taxes.
In addition, Ms. Orgel represents executors and trustees in the administration of estates and trusts, providing advice in connection with all aspects of estate and trust administration including raising cash, making distributions and preparing and filing estate and gift tax returns.
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