Debra R. Anisman

Debra Anisman advises high-net-worth individuals and families on the preservation, management, and transfer of wealth across generations. With more than four decades of experience, she helps clients align complex estate planning strategies with their personal priorities and long-term financial objectives.

Debra works closely with business owners, hedge fund and private equity principals, and real estate families, including multi-generational family groups, to design and implement sophisticated estate and wealth transfer plans. Her approach considers the full spectrum of tax implications, including income, gift, estate, and generation-skipping transfer taxes, with an emphasis on achieving efficient and durable outcomes.

In addition to planning, Debra is deeply involved in estate and trust administration. She represents fiduciaries and beneficiaries in the administration of both large and small estates, guiding them through each stage of the process with clarity and precision. Her practice includes representing estates in Internal Revenue Service audits, as well as advising on compliance and dispute-resolution matters that may arise during administration.

Debra also counsels clients on trust-related matters, including the modification, termination, and migration of existing trusts for both tax and non-tax reasons. She is adept at navigating evolving legal and regulatory frameworks to ensure that trust structures remain aligned with clients’ goals over time.

Known for her thoughtful and practical approach, Debra helps clients and their advisors understand their options and make informed decisions about the stewardship of significant assets. Her experience across planning and administration enables her to provide comprehensive guidance tailored to each client’s unique circumstances.