Kimberly Ann Braun

Kimberly Braun is a senior associate in the Private Client Services Department. Her practice focuses on estate planning for high-net-worth individuals and families, including testamentary planning, lifetime gifts and sales to intentionally defective grantor trusts. Kimberly also has experience with estate administration and advises fiduciaries with respect to probate matters, required tax filings, asset and business valuations and audits. Kimberly counsels clients with respect to charitable giving, life insurance planning, trust decanting and succession planning for family businesses. She has written and presented on various topics, including tax considerations with respect to residency and domicile within the City and State of New York.