JODI C. LIPKA

Associate

jlipka@putneylaw.com
(212) 682-0020

Admissions

New York

New Jersey

Education

Law School: University of Maryland School of Law

Undergraduate: University of Michigan

Other Education: New York University Law School
Masters of Law in Taxation, Concentration in Estate Planning

Biography

JODI C. LIPKA is an associate in the firm’s Private Client Group and focuses her practice on estate and trust planning and administration with an emphasis on estate, gift and charitable planning for foreign and domestic individuals, multi-generational families, small business owners, artists and collectors. She frequently represents fiduciaries and beneficiaries in the administration of domestic estates and trusts, as well as estates and trusts having contacts in international jurisdictions, and in litigation with the Internal Revenue Service and in the Surrogate’s Courts.

Ms. Lipka is a member of the American Bar Association’s Section of Real Property, Trusts and Estate Law, Income and Transfer Tax Planning Group, the New York State Bar Association Trusts and Estates Section, the New Jersey State Bar Association Real Property, Trust and Estate Law Group, STEP New York and the Estate Planning Council of New York City. Besides her love of the Michigan Wolverines, Ms. Lipka is also a New York Yankees and a New York Giants fan.

Relevant Cases/Matters

  • Co-author on “Top 10 Mistakes Made When Planning for Art and Other Collectible Assets”, Special Report: Art, Auctions & Antiques, Trusts & Estates, March 2018
  • Speaker on “Representing the Transgender Client Through the Arc of Life”, New York State Bar Association, New York, New York, Fall 2016.
  • Co-author on “The Pitfalls Concerning Copyrights”, Special Report: Art, Auctions & Antiques, Trusts & Estates, April 2015.
  • Author on “Proactive Planning: How to (Maybe) Avoid a Will Contest”, New Jersey Law Journal, Vol. 205- NO 8 (22 Aug. 2011).