Arent Fox
ATTORNEY BIO
Holly M Bastian

Holly M Bastian
November 11, 2011
  • Partner
  • Washington, DC
202.857.8993
holly.bastian@arentfox.com

Holly Bastian is a partner of the firm and focuses her practice on the preservation of wealth and the transfer of that wealth from generation to generation. For more than 15 years, Holly has developed and implemented creative techniques to meet the objectives of her high net worth clients, who include business owners and executives, real estate developers, and professional athletes. Prior to focusing her practice in estate planning and wealth management, Holly developed extensive experience in the areas of real estate and corporate transactions.

Recent Recognitions

  • Recognized by her peers as one of the leading trust and estate attorneys for seven consecutive years in The Best Lawyers in America (2007-2013)
  • Recognized in three recent Washingtonian magazine articles featuring top trust and estate lawyers in the DC metropolitan area: "Finding Good Financial Help," January 2009; "Washingtonian's Top Financial Advisors," November 2010; and "They Know Money," November 2012
  • Listed among the top estate planning attorneys in the DC metropolitan area by Northern Virginia Magazine (April 2011 and September 2012)
  • Rated as one of the top women lawyers in the Northeast by Arrive magazine (July/August 2011)
  • Awarded the highest peer review rating ("AV Preeminent") from Martindale-Hubbell

Client Work

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.

Previous Work

Before joining Arent Fox in 1993, Holly was a judicial clerk for the Honorable Robert J. Yock of the US Court of Federal Claims.

Professional Activities

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.

Life Beyond the Law

Holly is an instrument-rated private pilot and flies her own 1991 American General Tiger.

Bar and Court Admissions

  • District of Columbia Bar
  • Virginia Bar

Education

Georgetown University Law Center
, JD
  ( cum laude )
University of Virginia
, BS
  ( cum laude )

Practices

  • Tax
  • Wealth Planning & Management

Areas of Focus

  • Asset Protection Strategies
  • Business Succession Planning
  • Charitable Planning
  • Estate Planning
  • Litigation & Dispute Resolution
  • Tax Planning & Tax Controversies
  • Trust & Estate Administration & Probate
  • Awards & Recognitions

1050 Connecticut Avenue, NW
Washington, DC 20036-5339
T202.857.6000 F202.857.6395
1675 Broadway
New York, NY 10019-5820
T212.484.3900F212.484.3990
555 West Fifth Street, 48th Floor
Los Angeles, CA 90013-1065
T213.629.7400F213.629.7401
www.arentfox.com