Edward A. Renn

Partner

Ed is partner in the private client and tax team.

He focuses on domestic and international private client matters. Ed provides legal advice on US and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration.

Ed often uses sophisticated domestic and offshore insurance strategies to solve client problems. He is a frequent speaker and has co-authored several books on estate planning.

Secretary Phyllis Taneszio

‘‘

He is an outstanding lawyer and he is extremely clever… His responsiveness and knowledge of tax law are excellent.

Chambers High Net Worth Guide, 2021
‘‘

Aside from having a deep technical knowledge of tax laws in multiple jurisdictions, Ed listens to what a client’s goals are and what they are looking to accomplish overall.

Chambers High Net Worth Guide, 2021

Admissions

Publications

Memberships

Talks

State of Connecticut, 1988

Registered Foreign Lawyer in the UK, 2002

Washington DC, 2003

State of New York, 2004

Commonwealth of Massachusetts, 2007

What is Adjusted Gross Income? How to Calculate It in 2022,’ U.S. News and World Report - November 10, 2022, quoted

What the New IRS Rules Mean for Inherited IRAs,’ Forbes Advisor - October 18, 2022, quoted

Society of Trust and Estate Practitioners (STEP)

Member, Financial Planning Association

District of Columbia Bar Association

Connecticut Bar Association

American Bar Association

New York Bar Association

‘Weekly Expert Update,’ Surgent Knowfully Webinar Series - November 17, 2022, speaker

‘Partnership Distributions and Sales,’ Surgent Knowfully Webinar Series - November 3, 2022, speaker

‘Top Ten Questions re: Section 754,’ Surgent Knowfully Webinar Series - October 20, 2022, speaker

Education


Languages


  • English

Dates


Joined

1991
Partner

1998

Recognition


Regularly works with...