ProfessionalsLoretta A. Ippolito
Loretta A. Ippolito is a partner and co-chair of the Personal Representation Department in New York. Ms. Ippolito’s practice involves all aspects of estate planning and estate and trust administration, with extensive experience providing comprehensive estate, gift and income tax advice for high net worth individuals and multinational families.
Ms. Ippolito advises clients on domestic and international estate planning, including the effective use of gift-giving programs, domestic trust planning, the tax-efficient transfer of closely held family business interests, liquidity issues, management succession and tax and foreign trust planning for non-U.S. persons with U.S. contacts. Ms. Ippolito also renders advice relating to charitable giving, including the disposition of appreciated property, the use of private foundations, and charitable split-interest trusts.
Professional memberships include the Trusts and Estates Law Section and the International Estate Planning Committee of the New York State Bar Association, and the U.K.-based Society of Trust and Estate Practitioners (STEP). She currently serves as Co-Chair of the Committee on Trusts & Estates of the New York Women’s Bar Association, and is a current member of the Committee on Estate and Gift Taxation of the Association of the Bar of the City of New York, as well as a former member of the Trusts, Estates & Surrogate’s Courts Committee.
Ms. Ippolito serves on the Board of Directors of the Bernard and Irene Schwartz Foundation, and is a former Director of the New York Women’s Bar Association, the Harvard Law School Association of New York City, and the Lawyer’s Alliance for New York.
Ms. Ippolito has also been listed as a leading lawyer by Chambers USA and Chambers High Net Worth for her work in Wealth Management Law and Private Wealth Law, respectively, since 2012. According to those publications, Loretta is known for her “ability to formulate sophisticated strategies and follow through on execution” as well as “distinctive understanding of investments and financial mathematics.” Additionally, in 2012, Ms. Ippolito received the Chambers USA “Women in Law – Up & Coming Wealth Management Lawyer of the Year” award.
Ms. Ippolito has frequently lectured on topics of trusts and estates, and for the past eight years has presented at the NYU Summer Tax Conference. Ms. Ippolito has also authored numerous articles for a variety of legal journals, including an “Expert Q&A on Decanting a Trust” published in December 2018 in Thomson Reuters Practical Law, “The New Price of Expatriation” published in the December 2004 edition of Trusts & Estates, and “What Price Expatriation?” published in the July 2003 edition of Trusts & Estates.