Associate balsam@thsh.com 212-508-6798 LinkedIn
Practice Areas
Areas of Focus
- Estate and Trust Administration
- Private Client ad Tax Exempt Organizations
- Trust and Estate Litigation
- Guardianship Proceedings
Industries
Jordana E. Balsam
Associate balsam@thsh.com 212-508-6798 LinkedIn
Practice Areas
Areas of Focus
- Estate and Trust Administration
- Private Client ad Tax Exempt Organizations
- Trust and Estate Litigation
- Guardianship Proceedings
Industries
Jordana E. Balsam
Associate balsam@thsh.com 212-508-6798 LinkedIn
Practice Areas
Areas of Focus
- Estate and Trust Administration
- Private Client ad Tax Exempt Organizations
- Trust and Estate Litigation
- Guardianship Proceedings
Industries
Biography
Jordana is an associate in Tannenbaum Helpern’s Trusts & Estates practice, which focuses on probate, estate and trust administration and litigation. Jordana works with clients to help select and tailor estate plans to their individual needs by drafting various instruments, including wills, revocable and irrevocable trusts, prenuptial agreements, guardianship petitions, powers of attorney and health care proxies.
Jordana received her J.D. from the Benjamin N. Cardozo School of Law in 2019. During her time at Cardozo, Jordana served as Notes Editor of the Cardozo International and Comparative Law Review. For her dedication to Pro Bono work and subsequent efforts during law school, Jordana was awarded the David Berg Fellowship.
Yeshiva University Benjamin N. Cardozo School of Law (J.D.)
Tulane University (B.A.)
- The Goldman Sachs Trust Company
- New York
- New York State Bar Association
Publications
- Supreme Court's Connelly Decision Significantly Impacts Business Succession Planning
- IRS Delivers Answer to Heirs on Inherited Retirement Accounts
- Capital Gains and Estate Planning - First, do no harm.
- The Revenue Ruling Reversal: Are Your Trust Assets Protected From Capital Gains Taxes?
- Are Clients' Current Estate Plans Soundproof For The Future?
Jordana is an associate in Tannenbaum Helpern’s Trusts & Estates practice, which focuses on probate, estate and trust administration and litigation. Jordana works with clients to help select and tailor estate plans to their individual needs by drafting various instruments, including wills, revocable and irrevocable trusts, prenuptial agreements, guardianship petitions, powers of attorney and health care proxies.
Jordana received her J.D. from the Benjamin N. Cardozo School of Law in 2019. During her time at Cardozo, Jordana served as Notes Editor of the Cardozo International and Comparative Law Review. For her dedication to Pro Bono work and subsequent efforts during law school, Jordana was awarded the David Berg Fellowship.
Yeshiva University Benjamin N. Cardozo School of Law (J.D.)
Tulane University (B.A.)
- The Goldman Sachs Trust Company
- New York
- New York State Bar Association
- Supreme Court's Connelly Decision Significantly Impacts Business Succession Planning
- IRS Delivers Answer to Heirs on Inherited Retirement Accounts
- Capital Gains and Estate Planning - First, do no harm.
- The Revenue Ruling Reversal: Are Your Trust Assets Protected From Capital Gains Taxes?
- Are Clients' Current Estate Plans Soundproof For The Future?