Judith S. Portnoy

Judy Portnoy focuses on estate planning and trust administration. Judy’s experience includes strategizing and advising high-net-worth clients regarding their estate plans and the resulting tax implications. She has drafted a wide range of estate planning documents, including gift-sale agreements and sale of life insurance policies to grantor trusts, promissory notes, forgiveness of debt documents, assignment documents, premarital agreements, healthcare directives, living trusts, irrevocable life insurance trusts, spousal lifetime access trusts, and other irrevocable trusts.