Donna P. Margolis

Donna P. Margolis is counsel in the Private Clients Group. Donna’s practice involves all aspects of wealth transfer techniques and estate administration.

Donna provides comprehensive advice to high net worth individuals and family-owned businesses facing estate, gift and income tax issues. She represents domestic and international clients on estate planning and complex gift-giving techniques including the transfer of family business interests and associated business succession issues. She also advises clients with substantial retirement and pension assets. Donna has significant experience structuring charitable giving programs and family run charitable entities, as well as providing ongoing advice to public charities and private foundations.

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Donna P. Margolis is counsel in the Private Clients Group. Donna’s practice involves all aspects of wealth transfer techniques and estate administration.

Selected Professional and Business Activities

Donna is a member of the Trusts and Estates Law Sections of the New York State and American Bar Associations. She is also a member of the Committee on Estate and Gift Taxation of The Association of the Bar of the City of New York and the Women’s Bar Association of the State of New York.

Publications / News / Events

Publication - July 23, 2020
Estate Planning Opportunities in Anticipation of a Changing Tax Climate
Publication - April 20, 2020
Estate Planning Developments in Light of COVID-19
Publication - April 2, 2020
Estate Planning Opportunities While Asset Prices and Interest Rates Remain Low

My Practices

Education

Bar Admissions

Counsel

Selected Professional and Business Activities

Publications / News / Events