Anna Salek is a partner in the Private Client practice. Her practice includes all aspects of estate planning and estate administration.
She has extensive experience in preparing wills and trusts and advising clients on transferring wealth in a manner that is efficient for estate, gift and income tax purposes as well as consistent with their personal objectives. She advises executors and trustees on all phases of administering substantial estates and trusts, from probate proceedings to IRS audits. Anna also advises clients on the tax aspects of charitable giving, such as the disposition of appreciated property, and assists clients with the formation and ongoing administration of public charities and private foundations.
Anna’s clients include closely-held business owners, business executive, trust beneficiaries, fund principals and their families. Her advice is often sought by fund principals who are in the initial stages of forming a fund and business owners who are selling, or taking public, their closely-held business. She works closely with her clients’ family offices, accountants, insurance brokers and their investment and other advisers to identify potential issues, simplify structures and find creative solutions to complex issues.
B.A. in English