Holly Bastian leads Arent Fox’s Estates & Trusts practice group. Her practice is focused on the preservation of wealth and the transfer of that wealth from generation to generation. For nearly 20 years, Holly has developed and implemented creative and customized solutions to achieve the tax and personal objectives of her high net worth clients, who include business owners and executives, real estate developers, principals of private equity, venture capital and hedge fund firms, and multiple generations of high net worth families.
Recognized in Best Lawyers in America, Holly assists her clients with sophisticated estate planning, business succession planning, insurance planning, asset protection planning, tax controversies involving the Internal Revenue Service and local tax authorities, fiduciary litigation and dispute resolution, charitable planned giving, and the establishment and representation of private foundations. She works closely with families and their advisors to design and implement comprehensive plans that reflect and adjust to each family’s unique attributes.
In addition to counseling clients on the planning side, Holly expertly guides clients through the probate and estate administration process. She understands the difficult emotional issues involved in the loss of a loved one and routinely administers large estate, assists families with post-mortem planning, supervises the preparation of federal estate tax returns, and represents clients before the IRS in federal estate tax audits.
Prior to focusing her practice in estate planning and wealth management, Holly developed extensive experience in the areas of real estate and corporate transactions.