Sally Stolen Grossman counsels individuals, business owners, and their families nationally on business succession planning, estate planning, estate and trust administration, and fiduciary litigation. As co-chair of the firm’s Family Business Advisory Team and a member of its Trust, Estate & Charitable Planning Group, she helps clients determine their objectives and then develops strategies to meet those objectives. Those objectives often include preserving wealth for future generations, transitioning the family business, providing sufficient liquidity for a spouse, protecting children’s inheritance, benefitting charity, and minimizing gift, estate, and income taxes. Sally has extensive experience counseling families in the administration of estates and trusts. She also advises corporate and individual trustees and family offices. Sally’s clients appreciate her ability to keep them focused on their legacy and to simplify the often complex tools that could be used to implement their plans. She helps her clients avoid analysis paralysis.
Sally represents high net worth individuals from all walks of life and family business clients in a variety of industries, including automotive, wholesale grocery, distribution, excavating, manufacturing, and trucking. She has extensive experience working with bank holding company owners.