Jenny Hill Bratt, Esq., Withers Bergman LLP

Jenny is a partner in the private client and tax team. Her practice is focused on US and international estate and income tax planning, trusts and estates administration, family and closely-held business planning and charitable planning and exempt organizations.

She advises US individuals who own foreign assets on the manner in which such assets should be structured as well as their US tax compliance obligations. She routinely employs transfer tax mitigation techniques such as intentionally defective grantor trusts, grantor retained annuity trusts, irrevocable life insurance trusts, and family limited partnerships, among others.

Jenny regularly advises clients with the creation and administration of closelyheld family businesses, from choice of entity issues, to the design and implementation of limited partnerships and limited liability companies, structuring tax-efficient wealth transfers and addressing income tax solutions arising from investments and operating businesses.

She also advises clients in planning and implementing charitable gifts including structuring such gifts through charitable remainder trusts and charitable lead trusts. She can also assist clients with the formation of private foundations and private operating foundations and advise such clients on issues that arise in the administration of such entities.

Along with answering the question of “what is a trust protector?,” this presentation will provide insight into common use cases for a trust protector, best practices when acting as a trust protector.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0
Presented Date: June 2, 2023
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/

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