Jordan S. Linn focuses his practice on estate planning and administration. This includes structuring and implementing sophisticated gift, estate and generation-skipping tax planning techniques; drafting trust agreements, wills and advance directives; and also representing fiduciaries in the probate and administration of estates and trusts. Jordan represents clients involved in Internal Revenue Service (IRS) audits and U.S. Tax Court proceedings related to gift, estate and excise taxes, as well as the formation and representation of private foundations and public charities.
What are some of the representative matters you’ve handled?
I handle the structuring, drafting and implementation of complex estate planning techniques, such as: Grantor Retained Annuity Trusts (GRAT), Qualified Personal Residence trusts (QPRT), Intentionally Defective Grantor Trust transactions (IDGT), Irrevocable Life Insurance Trusts, Charitable Lead and Remainder Trusts (CLAT/CRAT), Revocable Trusts, and Dynasty and Generation-Skipping Tax (GST) trust planning. I also represent Executors and Trustees in the probate and administration of estates, which often include numerous trusts and involve the preparation of state and federal estate tax returns.
“Helping my clients accomplish their goals without their becoming overwhelmed by the process is success for me. I make sure they know that their important legal matters are being properly taken care of in the precise way in which they want them to be handled.”
Tell us a little about your approach to estate planning.
For my clients, I seek to balance the need to mitigate taxes and maximize a family’s financial legacy while ensuring that assets are handled in a way that corresponds with the client’s personal preferences.
What is your most significant professional success?
Unlike some other areas of law, if estate planning is successful, oftentimes the client never actually sees it. If an estate is planned correctly, handled properly and its administration doesn’t cause any discord within the family – while doing as much as we can to mitigate taxes – then that is the definition of success. Poor estate planning can fracture a family and can result in severed relationships and litigation.
Why is it so important to give back to the community?
I believe a law firm is a part of the community where it is located. It’s everyone’s obligation to be a positive part of the community and give back. I think virtually everyone at Farrell Fritz is active in community causes, serves on a board or volunteers for not-for-profits. I am pleased with the emphasis that the firm puts on community involvement. Farrell Fritz really encourages and supports it, both allowing us time, and financially contributing to the community causes that we think are important. For instance, I am a member of the board of directors of the Holocaust Memorial Center and Tolerance Center in Nassau County; I am also active in my son’s Little League as a manager and participate in fund raisers for other not-for-profits.