Margo K. Ceresney

As part of the Private Client Services Group, Margo K. Ceresney counsels clients in the areas of estate and gift planning, trust and estate administration, succession planning, and tax.

Margo works with individuals, families, and their advisors to develop and implement sophisticated estate planning strategies for wealth transfer designed to optimize both tax and non-tax objectives.

Margo represents fiduciaries in all aspects of the estate and trust administration process, including the preparation of Surrogate’s Court and Probate Division filings, the marshaling and valuation of assets, the preparation of federal and state estate tax returns, and the sale and distribution of assets.