Holly implements innovative strategies using the most current techniques available to preserve wealth, minimize taxes, and carry out her clients’ intentions. Her extensive experience includes the following:

• Estate planning and family wealth management, including the preparation of wills and trusts, structuring of life insurance, and planning for retirement benefits
• Estate and trust administration, including post mortem tax planning, valuing and probating estate assets, and preparation of estate tax returns
• Advising individuals and charitable organizations in disputes involving estates and trusts, including will contests
• Business succession planning for owners of closely held businesses and their families, including structuring of family limited partnerships and limited liability companies
• Implementation of sophisticated wealth transfer techniques, including sales to grantor trusts, transfers to grantor retained annuity trusts, and transfers to lifetime credit shelter trusts
• Trust decanting, including generation-skipping transfer tax planning and analysis
• Historic preservation and conservation easements
• Charitable planned giving, including the creation of charitable lead trusts and charitable remainder trusts
• Private foundations, including formation, qualification for tax exempt status, and operation
• Representation of fiduciaries in estate tax controversies with the Internal Revenue Service and state taxing authorities.

Holly is an active member of the Washington, DC Estate Planning Council and holds membership in several associations, including the American Bar Association’s Section of Real Property, Probate and Trust Law and the District of Columbia Bar Association’s Section of Estates, Trusts and Probate Law.