Irene’s primary field is taxation, trusts and estates. She plays a leading role in post-death trust and estate administration and probate matters for high-net-worth individuals and families, including related court proceedings and guiding fiduciaries through all phases of administration.
Irene also has extensive expertise in estate planning and wealth transfer planning, with an emphasis on income, gift, estate, and generation-skipping transfer tax considerations. Her work in this area includes revocable and irrevocable trusts, gifts, sales, and related transfer strategies used in connection with long-term transfer tax planning.
Her work further encompasses estate and gift tax planning and reporting, including the preparation and review of estate and gift tax returns and accountings. In addition, she is involved in real property and property tax planning issues arising in connection with estate planning and administration. She also handles entity-related matters involving LLCs, partnerships, and corporations, including formation, maintenance, and dissolution.