Tracy Snow focuses her practice on estate planning, estate administration, and related tax matters. She structures estate plans to minimize tax liability of high-net-worth clients and drafts instruments to implement complex planning strategies, including wills, revocable "living" trusts, insurance trusts, dynasty trusts, GRATs, and charitable split-interest trusts. She has extensive experience executing technical tasks involving the generation-skipping transfer (GST) tax, including qualified severances, late allocations of GST exemption, and research related to the automatic allocation of GST exemption and a trust's effective-date status.
Tracy is also involved in many aspects of the estate and trust administration process and has negotiated and drafted numerous settlement agreements accomplishing the final distributions of estate and trusts, including the early termination of charitable remainder unitrusts. She also advises private foundation and public charities on tax compliance and corporate governance matters. Her pro bono practice involves guiding nonprofit organizations through the process of applying for tax-exempt status.
Her other experience includes research assistant to Professor Michael Selmi at The George Washington University Law School and intern to Judge Joseph Bianco, U.S. District Court, Eastern District of New York.
Business Tax Counseling & Structuring | Trusts & Estates
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