Gary Tannenbaum provides his clients with comprehensive legal services in estate planning and business matters. Regardless of the matter involved, clients put their trust in Gary and count on his skillful, responsive, and efficient service, as well as his dedication to addressing specific client concerns.
Many clients who turn to Gary for their estate planning needs are business owners, corporate executives, and individuals with high net worth, who benefit from Gary's substantial background in corporate and business transactional matters as well as his estate planning experience. Utilizing sophisticated tax and estate strategies, Gary meticulously guides each client through the intricate process of creating, implementing, maintaining, and settling a sound, enduring estate plan.
Gary's unique approach to estate planning ensures that each client's plan is tailored to the specific and evolving individual, family, and business needs of the client. He develops a highly-individualized, customized plan for each client, drawing on proven approaches to preserve the client's family legacy. Depending on the client's wishes and goals, the strategy may include a grantor trust, charitable trust, or family limited partnership. Gary also assists clients with complicated estate and trust matters, such as making trust modifications, planning for blended families, determining business succession, addressing special needs situations, and establishing private foundations.
Business clients include companies of all sizes, from small family-owned businesses to Fortune 500 companies. Gary counsels clients in matters affecting daily operations, including commercial transactions, asset purchases and sales, employment matters, and tax issues. A substantial portion of his practice involves advising clients on issues that involve tax planning structures, including assessing and minimizing audit risk. Tax minimization strategies often include formation and operation of special purpose entities, such as Delaware investment holding companies, or business reorganization.
Business and estate planning clients alike rely on Gary's commitment to addressing their individual needs and trust in his extensive knowledge and skill. His devotion to serving clients in these complex areas extends over more than 25 years. Before establishing The Tannenbaum Law Group with his wife Eileen Tannenbaum, Gary served as a managing shareholder and led the estate and trust practice in a mid-sized law firm in Jenkintown, Pennsylvania. His practice at the firm included counseling clients on estate planning and business matters.
Gary and his family live very close to their office in Plymouth Meeting, Pennsylvania. Outside the office, Gary enjoys dining at a good restaurant with a better bottle of red wine, hanging out with his kids, and playing a little golf. Gary serves on the Board of Directors of several area nonprofit foundations that raise money or provide services to persons affected by Autism.
- Dickinson School of Law, now Pennsylvania State University - Dickinson School of Law
J.D. cum laude, 1992
Dickinson Law Review, Senior Editor
Comparative Law Award, 1992
- Dickinson College
B.A. cum laude, 1989
- Supreme Court of Pennsylvania
- Supreme Court of Delaware
- Delaware Bar Association
Member, Estates and Trusts Section
- Montgomery County, PA, Bar Association
Member, Probate & Tax Section