Michael Gooen has spent more than 20 years assisting families and closely held businesses in wealth transfer planning. He counsels dozens of families in the optimal use of lifetime gift and generation-skipping transfer tax exemptions, facilitating first-generation access, influencing second- and third-generation financial independence over time, and minimizing taxes. Michael’s practice also encompasses counseling international and domestic family offices on U.S. estate and income tax planning both for family members and for associated business entities. Additionally, he represents individuals before the IRS in estate and gift tax audits and in seeking private letter rulings relating to generation-skipping transfer tax exemptions.
Michael received his J.D. from Stanford Law School and his B.A. magna cum laude from Harvard College. He is admitted to practice in New Jersey and New York and is a fellow of the American College of Trust and Estate Counsel (ACTEC).