Donna Epstein

Senior Counsel

Phone: (212) 755-5510 ext. 368
Fax: (212) 755-1777
E-mail: depstein@loebblock.com

Practice Areas

• International Estate Planning
• Tax
• Trusts and Estates
• Wealth Management

Experience

• Advises large multi-jurisdictional families on business and wealth succession strategies.
• Develops and implements cross-border tax structures for multi-national companies in connection with mergers, acquisitions and other transactions.
• Domestic and international estate planning.
• Tax advisor for large multi-national financial services institutions and trust services companies.

Education

• New York University, LL.M. Taxation, 1986
• University of the Pacific, McGeorge School of Law, J.D., 1979
• University of California, Los Angeles, B.A., 1975

Bar & Court Admissions

• New York
• California
• U.S. Tax Court
• U.S. District Court, Southern District of New York
• New York Court of Appeal

Professional Associations

• New York State Bar Association
• American Bar Association

Directorships

• Grace & Spiritus Chorale of Brooklyn
• Opera on Tap