Stacey F. Greenberg

Stacey F. Greenberg is a partner of Greenberg Freeman LLP. Prior to joining the firm, Ms. Greenberg spent ten years as a member of the Private Clients Department at Willkie Farr & Gallagher LLP where she practiced exclusively in the areas of trusts and estates and charitable organizations. She has advised principals of private equity funds, hedge funds and financial services firms, corporate executives, artists, professional athletes, politicians, attorneys, doctors, scientists, educators, entrepreneurs, national public charities and private foundations.

Estate Planning

Ms. Greenberg represents individuals and families of varying wealth including those of high net worth. She has prepared both basic and complex estate planning documents including wills, revocable and irrevocable trusts, health care proxies, powers of attorney, insurance trusts, grantor retained annuity trusts, grantor trusts, dynasty trusts, trusts for minors, supplemental needs trusts and charitable split interest trusts. She has advised high net worth individuals regarding minimizing or eliminating estate, gift and generation-skipping taxes through sophisticated planning techniques including gifts to grantor retained annuity trusts, sales to defective grantor trusts and various methods of charitable giving such as lifetime direct gifts, pledge agreements, bequests and the creation of charitable split-interest trusts.  In addition, Ms. Greenberg negotiates and prepares prenuptial and postnuptial agreements.

Estate Administration

Ms. Greenberg has represented Executors and Trustees in the administration of estates and trusts of various sizes advising them with respect to their fiduciary duties including probate/administration petitions, cash requirements, collection of assets, distributions, estate tax returns, receipt and release agreements and settling judicial and non-judicial accounts.

Exempt Organizations

Ms. Greenberg has advised public charities and private family foundations regarding all aspects of formation, operation, merger and dissolution. She has created numerous public charities and private family foundations and advised Directors and Trustees regarding their fiduciary duties as well as state and tax law. Some examples of her work with exempt organizations include the formation of public charities and private foundations with various purposes (such as promoting the arts, education, sports and religion as well as providing disaster relief and charitable grant-making), advising a world renowned national performing arts center regarding the acceptance of gifts and their gift acceptance policy, advising the charities of a national sports league, a nationally known accounting organization and numerous private family foundations regarding compliance with state law and federal private foundation rules, merging several domestic and out of state chapters of a national public charity and dissolving domestic and out of state foundations.