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Amy Holzman
Amy Holzman heads our wills, trusts, estate planning, and litigation practice. She works closely with clients to gain an understanding of their personal goals, then applies her knowledge and experience in the law to tailor an estate plan that will meet their objectives. Amy prepares a wide variety of plans for U.S. and non-U.S. citizens, traditional and non-traditional families, and a range of individuals, including those with complex tax and personal issues. Since estate tax laws are subject to change, she prepares wills with maximum postmortem flexibility to minimize taxes.
Amy routinely prepares health care proxies, living wills, powers of attorney, and sets up various revocable and irrevocable trusts that benefit individuals and charities. Amy’s practice encompasses planning for disabled individuals through a variety strategies, including the creation of special needs trusts, also known as supplemental needs trust. In addition, she represents clients in marital planning by preparing and negotiating prenuptial and post-nuptial agreements.
Amy’s practice also includes estate administration, where she represents individual beneficiaries, charities, executors, administrators, and trustees. A thorough knowledge of the taxation of trusts and estates allows her to simplify estate administration for her clients by advising them on issues such as gift, estate, and generation-skipping transfer taxation. Her familiarity with court procedures enables her to help clients navigate the complex tax and court systems to ensure the proper distribution of estate assets.
Before joining Guzov Ofsink, Amy was an Associate with Debevoise & Plimpton, advising on and structuring tax plans for high net worth individuals, corporate and individual executors and trustees, and charitable entities. She regularly lectures to various groups on estate-planning topics.
“The legal know-how is essential, but is not itself sufficient. Clients trust us with their most personal information, as well as their hopes and dreams. We earn that trust, and without it we could not adequately counsel and help plan for their future.”
Education
Fordham University School of Law, J.D.,
New York University School of Law, post-graduate trust and estates course work in taxation
University of Wisconsin, B.A.
Distinctions
Member and published author, Fordham Law Review
Admissions
State of New York
Please contact Amy directly at
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