Biography

Richard A. Siegal focuses on private client services matters. Richard’s strong math background, deep knowledge of income and estate tax law and creatively tailored estate planning techniques permit him to counsel clients on the full range of income tax and wealth transfer planning.

Client Experience

  • Complex integrated income and estate tax planning
  • Basic and advanced estate planning documents
  • Family equity transfers
  • Tax-efficient operating structures for large and small private companies
  • Tax-efficient exits including ESOP’s

Personal Insights

My Greatest Strengths
  • An ability to discern a client’s goals.

  • Structuring one-off out-of-the-box solutions to complex problems.

I WANT YOU TO KNOW
  • That I truly love what I do and refuse to settle for less than fully achieving a client’s goals.
WHAT MAKES ME UNIQUELY ME 
  • My love of fast cars and low golf scores.
What Drives Me
  • That I truly love what I do and refuse to settle for less than fully achieving a client’s goals.

Focus

Practice Focus

Substantive Focus

  • Complex integrated income and estate tax planning
  • Basic and advanced estate planning documents
  • Business organization and restructuring

Industries of Focus

  • Closely-held businesses
  • Real estate development and planning

News

News
Publications

Community & Professional

Community & Professional
  • Rockrimmon Country Club, Board of Directors 
  • Stamford Hospital, Presidents Circle 

Education

J.D., University of Pennsylvania Law School

B.S., The Wharton School of the University of Pennsylvania

Admissions

  • New York
  • Pennsylvania
    New Jersey
    Connecticut
    Washington, DC
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