Annie L. Mehlam advises in the areas of estate planning and administration, trust administration, charitable giving and sophisticated income, gift and estate tax planning.
Annie advises individuals and families on strategies to maximize wealth preservation across generations, including succession planning, insurance planning and planning with business interests, hedge fund and private equity interests and real estate interests. She represents executors and trustees in estate and trust administration matters. Annie works with clients on their philanthropic planning and legacy, including advising on the administration of trusts and estates with philanthropic interests and creating and administering private foundations.
Annie also works with high-net-worth individuals in family law matters, including the negotiation of prenuptial, postnuptial and separation agreements, and individuals and fiduciaries in trusts and estates disputes.
- New York City Bar Association, Trusts, Estates & Surrogate’s Court Committee
- New York State Bar Association, Trusts and Estates Section (First District Representative)
- New York University School of Law, LLM
- New York University School of Law, JD
- Washington University in St. Louis, BA
- New Jersey
- New York