Bio

Kenneth Goldstein is a partner in HMB’s Trusts and Estates Group and advises individuals and business owners on nearly every aspect of their estate and tax planning needs. Ken combines his knowledge of federal, state and local tax and proactive planning strategies to help business owners and wealthy families maximize the value of their estates and align their charitable endeavors with their philanthropic goals. He works with clients to develop income, estate, gift and generation-skipping tax planning strategies; craft plans for businesses with diverse interests, including real estate and non-cash assets; and maximize the impact of charitable efforts, including forming and administering foundations. Ken provides the full range of estate and tax planning solutions, including: Income, estate, gift and generation-skipping transfer tax planning; wills and trusts; taxpayer representation in income, estate and gift tax audits; planning for owners of closely-held businesses with diverse interests, including real estate and a variety of other non-cash assets; operating and shareholder agreements, buy/sell arrangements and succession planning; multi-generational wealth planning, including creditor protection; charitable planning, including charitable trusts, donor advised funds, and public and private foundation set-up and administration; utilization of non-profit vehicles; art law.