Kiran Uppal

Kiran advises on a broad range of income and transfer tax planning strategies for individuals and families with established wealth, including the implementation of planning related to Qualified Small Business Stock. Her key clients include entrepreneurs and principals of private equity and hedge funds, shareholders of public and private corporations, as well as owners of closely held businesses.

To accomplish her clients’ goals, Kiran advises on all aspects of estate and trust related matters, including the creation of irrevocable trusts and family entities, the modification of trusts through decantings and nonjudicial settlement agreements, analyzing estate, gift, and generation skipping transfer tax planning strategies, charitable planning, including the creation of charitable trusts and private foundations, and advising on probate proceedings and trust administration matters.

Kiran also has extensive experience advising family offices and private trust companies with respect to governance, beneficiary relations, and administration. Kiran frequently analyzes regulatory compliance issues facing private trust companies and helps clients develop policies and procedures in light of such regulations. The ongoing relationships that she builds with her families and their private entities allows her to help develop strategies that both accomplish shared family goals and account for individual needs and circumstances.