For over 20 years, Holly has developed and implemented creative and customized solutions to achieve the tax and personal objectives of her high net worth clients, who include real estate developers, government contractors, business owners and executives, principals of private equity, venture capital and hedge fund firms, professional athletes, and multiple generations of high net worth families.
Nationally recognized both for her sophisticated estate planning practice and for her trusts and estates litigation/dispute resolution practice, Holly assists her clients with customized estate planning, business succession planning, insurance planning, asset protection planning, tax controversies involving the Internal Revenue Service and local tax authorities, litigation and dispute resolution involving estate and trust matters, charitable planned giving, and the establishment and representation of private foundations. She works closely with families and their advisors to design and implement comprehensive plans that reflect and adjust to each family’s unique attributes.
Holly also has extensive experience in the areas of real estate and corporate transactions. She routinely advises clients on choice of entity issues, prepares partnership, limited liability company and corporate formation and operational documents, and advises clients on financing transactions, corporate and partnership restructuring and related matters.
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REMINDER: This listing is a free service of LandCAN.
Holly M. Bastian is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.