John Rosenfeld

John is the Chair of Tonkon Torp’s Estate Planning Practice Group, involved in all aspects of gift, estate, and generation-skipping transfer taxes. His practice includes the preparation and implementation of wills and all types of specialty trusts, including revocable living trusts, qualified terminable interest property (QTIP) trusts, life insurance trusts, generation-skipping trusts, Crummey trusts, title holding trusts, and grantor retained annuity trusts (GRAT).

Much of his practice involves minimizing taxes on the transfer of wealth, using such techniques as family limited partnerships, family limited liability companies (LLC), and installment sales.

He specializes in estate and business planning for owners of closely held businesses. This involves the analysis of life insurance proposals, and preparation of shareholder agreements, buy-sell agreements, Section 303 redemption agreements and documents for corporate, partnership, and LLC reorganizations and recapitalizations.

His practice includes advising clients on maximizing the tax benefits of charitable gifts, including the use of charitable remainder unitrusts and annuity trusts. He also represents public and private charitable organizations.

He is regularly involved in the administration of probate and non-probate estates, which involves post-death tax planning as well as the fundamentals of estate administration and the preparation of estate tax, gift tax, and fiduciary income tax returns.