Estate and Trust Administration
ogoldberg@pasternakfidis.com
T 301.656.8850 Ext. 418
F 301.656.3053
7101 Wisconsin Avenue
Suite 1025
Bethesda, MD 20814
Education
B.F.A., New York University, Tisch School of the Arts
J.D., University of South Carolina School of Law
LL.M. in Taxation, Estate Planning Certificate, Georgetown University Law Center
Bar Admissions
Maryland
District of Columbia
South Carolina (inactive)
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). Prior to joining the Firm, Oren received his LL.M. in Taxation, as well as the Certificate in Estate Planning, from Georgetown University Law Center. He received his Juris Doctorate from the University of South Carolina School of Law where he was Publications Editor of the South Carolina Journal of International Business and President of the Sports and Entertainment Law Society.
After law school and before moving to the D.C. Metro area, Oren clerked for the Charleston County Probate Court in Charleston, South Carolina.
Oren graduated from New York University, Tisch School of the Arts with a Bachelor of Fine Arts degree in Film and Television Production. Before attending law school, Oren worked as a film and video editor, but today he more often uses these skills to edit videos of his daughters’ performances.
A native New Yorker and dual American-Israeli citizen, Oren enjoys visual and performing arts, and particularly cherishes his time with his daughters, Hannah (16) and Ellie (13), and their Sheepadoodle, Penny. When they are not rehearsing for or performing in a musical theater production, playing basketball, or participating in activities at Temple Micah in Washington, DC, the Goldbergs often can be found hiking area parks and trails with Penny, or visiting extended family in New York, South Carolina, Florida, New Zealand, or Israel.
* With thanks to playwrights Abe Burrows, Jack Weinstock, and Willie Gilbert, and composer and lyricist Frank Loesser, without whom the world would lack the wonderful play, “How to Succeed in Business Without Really Trying” (1961)
This is a story of three different people with a similar issue, but very different concerns. Each of them is a successful business owner, and each is struggling with how to leave the legacy of their life’s work without destroying the business or their family. Consider:
A question commonly raised by clients during the estate planning process is: “What can we do to ensure that the assets we give to our children will not be available to the child’s spouse at divorce?” (One answer is for the adult child to have a premarital agreement. See “Premarital Agreements and the Young Couple” in the October 2006 issue of the Pasternak & Fidis Reporter.) This question actually comprises two separate issues. The first is whether a judge can give assets received by one spouse by gift or inheritance to the other spouse as part of the equitable division of marital assets. The second is the effect of these assets on an alimony claim of either party. (There is a third question, the effect… MORE >
