Oren Goldberg

Oren Goldberg, an Of Counsel in the Estate Planning & Administration Group, joined the Firm as an associate in 2008. After helping to launch a family business in 2014, Oren rejoined the Firm in 2018. Oren advises individuals and families on all aspects of estate planning, probate, and estate and trust administration. He brings knowledge and experience in business succession planning and asset protection planning to the practice. Oren also helps clients achieve their charitable objectives, both in life and after death. Oren often advises multi-generational families on constructing sophisticated estate plans. In addition to preparing wills, financial and health care powers of attorney, and appropriate trusts, this may include advising clients on appropriate planning for adult children and elderly parents. Oren is experienced in the use of various estate planning vehicles, including generation-skipping trusts, life insurance trusts, qualified personal residence trusts, and may advise on the use of supplemental special needs trusts, silent trusts, and planning with various family business entities. Oren believes: “The goal of estate planning, especially when a family business is concerned, should be the efficient transfer of ownership and control, while minimizing taxes and the potential for intra-family conflict.” To that end, Oren often advises clients to take the “long view” with their estate planning, recognizing that the process is ongoing, will require collaboration with accountants and financial advisors, and may involve annual reviews to identify how changing circumstances often lead to planning opportunities. Oren is admitted to the Bar in Maryland, the District of Columbia, and South Carolina (inactive).