Donna P. Margolis
Counsel, Private Wealth
Donna P. Margolis is counsel in the Private Wealth Group. Donna’s practice involves all aspects of wealth transfer techniques and estate administration.
Donna provides comprehensive advice to high net worth individuals and family-owned businesses facing estate, gift and income tax issues. She represents domestic and international clients on estate planning and complex gift-giving techniques including the transfer of family business interests and associated business succession issues. She also advises clients with substantial retirement and pension assets. Donna has significant experience structuring charitable giving programs and family run charitable entities, as well as providing ongoing advice to public charities and private foundations.
Experience
Donna is a member of the Trusts and Estates Law Sections of the New York State and American Bar Associations. She is also a member of the Committee on Estate and Gift Taxation of The Association of the Bar of the City of New York and the Women’s Bar Association of the State of New York.
Credentials
Education
New York University School of Law, J.D., 1992 University of Michigan, BBA, 1989