Alicia Schleifman

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Biography

Alicia Schleifman represents ultra-high-net-worth individuals and families and domestic and international family offices on estate planning, charitable giving, gift, estate and generation-skipping transfer tax planning, and business interest planning matters. She handles estate and trust administration for fiduciaries, including trust decanting, probate proceedings, and international tax planning. Her practice includes facilitating transactions involving clients’ investments and business interests.

Alicia prepares estate planning documents, including wills, revocable trusts, dynasty trusts, Crummey trusts, grantor retained annuity trusts, insurance trusts, health care proxies and living wills, powers of attorney, limited liability company agreements, and prenuptial agreements. She handles transactions involving dissolution of investment vehicles, purchase and sale of real estate, and transfers of illiquid assets, including artwork.

Alicia collaborates directly with clients and their advisory teams to structure and implement comprehensive estate plans.

Experience

Previous Experience

• Merchant Banking Legal Analyst, Goldman Sachs, 2018-2020

Internships

• Publications Intern, Whitney Museum of American Art, 2017

• Impressionist & Modern Art Intern, Sotheby’s, 2017

Areas of Practice (6)

  • Private Wealth Services
  • Family Office Services
  • Tax
  • Estate Planning/Trust & Estate Administration
  • Charitable Planning & Foundations
  • Tax-Exempt Organizations & Philanthropy

Education & Credentials

University Attended:
Yale School of Management, M.B.A., 2023; Columbia University, B.A., summa cum laude; Phi Beta Kappa; Editor-in-Chief, Columbia Undergraduate Law Review, 2018
Law School Attended:
Yale Law School, J.D., Submissions Editor, Yale Journal on Regulation, 2023
Year of First Admission:
2024
Admission:
2024, New York
Languages:
English, Native and Spanish, Fluent
ISLN:
1001509464

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