Jessica Galligan Goldsmith:

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1 Austin Bramwell: Austin Bramwell currently serves as Senior Advisor in the U.S. Department of the Treasury s Office of Tax Policy. Prior to joining the Treasury, Mr. Bramwell was a Partner in the Trusts and Estates Group of Milbank, Tweed, Hadley & McCloy LLP, which he joined as an Associate in Mr. Bramwell is author of numerous articles in tax and trusts and estates planning and is a former Adjunct Professor of Law at New York University School, where he taught income taxation of trusts and estates. He is a member of ACTEC and served on the New York State Bar Association Tax Section s Executive Committee. Before joining Milbank, he clerked for the Hon. Timothy M. Tymkovich, Chief Judge of the 10th Circuit Court of Appeals.

2 David W. Foster: David Foster is a partner in the Tax Group at Skadden, Arps, Slate, Meagher & Flom LLP. Mr. Foster represents a broad range of clients, including large corporations, private equity firms and hedge funds, estates, exempt organizations and individuals. His practice covers a diverse range of tax issues, including international tax, taxation of financial products, estate and gift taxes, proposed exempt status revocations, voluntary disclosures and criminal tax. Mr. Foster has represented numerous prominent estates in large gift and estate tax examinations and Tax Court cases.

3 Jessica Galligan Goldsmith: Ms. Goldsmith is co-managing Partner of Kurzman Eisenberg Corbin & Lever, LLP and Chair of the Trusts and Estates department. Ms. Goldsmith is a Martindale-Hubbell AV Rated attorney and a New York Super Lawyer, and has been named as one of the top 25 attorneys in Westchester. Since 2013, Ms. Goldsmith has also been named as one of the top Women Attorneys in the New York Metro area. An active practitioner for more than 30 years, Ms. Goldsmith practices in the areas of estate and gift planning, estate administration, planning for closely held businesses, charitable planning and administration, and related private client services. Ms. Goldsmith works closely with clients to implement individualized and tax efficient gift and estate plans for the transfer of wealth, including business succession planning. Ms. Goldsmith regularly represents clients with closely held real estate businesses, and is well versed in the unique aspects of this practice area. She also represents charitable entities and negotiates and implements agreements between individuals or their foundations and public charities. Her practice also includes negotiating and drafting prenuptial, postnuptial and cohabitation agreements. In addition, Ms. Goldsmith has extensive experience representing taxpayers in Federal estate and gift tax audits. Ms. Goldsmith employs sophisticated estate and gift tax planning techniques and strives to find creative solutions for each client s personal and financial objectives. Prior to joining Kurzman Eisenberg Corbin & Lever, LLP, Ms. Goldsmith worked at Willkie Farr & Gallagher LLP and Gibson, Dunn & Crutcher LLP before joining a boutique trusts and estates practice in New York City and then founding her own law firm.

4 KEVIN MATZ is a Partner at Stroock & Stroock & Lavan LLP in New York City, where his practice is principally devoted to domestic and international estate and tax planning, estate administration and related litigation. Mr. Matz earned his J.D. from Fordham University School of Law (where he was a Notes & Articles Editor of the Fordham Law Review) and his LL.M. in Taxation from New York University School of Law. He is a Fellow of the American College of Trust and Estate Counsel ( ACTEC ), Co-Chair of the Taxation Committee of the Trusts and Estates Section of the New York State Bar Association, Chair of the Estate Planning Committee of the New York State Society of Certified Public Accountants (the NYSSCPA ) and a member of the New York City Bar Association, among other professional organizations, and has helped to draft several of the City Bar s, the State Bar s and the NYSSCPA s comment letters to both the United States Department of Treasury and the New York State legislative and executive branches. Mr. Matz has written and spoken extensively about the use of family limited partnerships and various other leveraged transfer techniques, as well as estate planning strategies for groups ranging from private equity fund managers to professional athletes, and has been frequently cited in the professional literature (including at the Heckerling Institute on Estate Planning) for his innovative solutions and analysis. In addition, Mr. Matz is a certified public accountant, in which connection he is the current Chairman of both the NYSSCPA s Estate Planning Committee and its Foundation for Accounting Education s Curriculum Committee, a past Chairman of the NYSSCPA s Entertainment, Arts and Sports Committee, and currently a member of the Foundation for Accounting Education s Board of Trustees, of which he is currently the President-Elect. Further, Mr. Matz currently serves as Vice Chair of the UJA-Federation of New York s Lawyers Division Trusts & Estates Group. Mr. Matz may be contacted at or kmatz@stroock.com. NY v1

5 Herbert E. Nass: Herbert E. Nass, Esq. is the managing partner of Herbert E. Nass & Associates, founded in 1990, which specializes in Wills, Trusts and Estate Planning, Estate Administration, and other related fields of law. The firm represents numerous visual artists, art collectors and well-known individuals in the music and entertainment fields. Herb Nass was previously associated with the New York law firms of Paul, Weiss, Rifkind, Wharton & Garrison and Tenzer, Greenblatt, Fallon and Kaplan (now Blank Rome). He is a graduate of Horace Mann School, Swarthmore College and the N.Y.U. School of Law. Mr. Nass is admitted to practice law in New York, Connecticut and California. Herb Nass has written and published three books: Wills of the Rich & Famous, first published by Warner Books in 1991, the updated hard cover edition of Wills of the Rich & Famous, published by Gramercy Books, a division of Random House in 2000 and The 101 Biggest Estate Planning Mistakes, published by John Wiley & Sons in Herb Nass is a frequent lecturer on the topics of Wills and estate planning, with a special interest in celebrity Wills and estates. He has frequently appeared on television shows and news programs, including The Oprah Winfrey Show, Larry King Live, Entertainment Tonight, The Insider, The Early Show, and on Court TV, Fox News and CNN.