Beneficiary Defective Whats?!? (2025 CLE by the Sea)

Samuel Miles DiPietro Related Seminars and Products

Samuel DiPietro collaborates with families and their advisors to develop customized estate plans that promote financial literacy, preserve family history, and convey the deeper meaning behind family wealth. Samuel develops and implements customized plans for clients at all wealth levels and life stages. He collaborates closely with each client’s team of advisors, accountants, and other professionals to craft comprehensive strategies that help clients achieve their goals, secure their futures, and protect their families and beneficiaries. Clients value his ability to simplify complex strategies and present them in a straightforward, easily understandable, “plain English” manner. Samuel specializes in wealth, tax, trust, and estate planning; estate and trust administration; privately held business and corporate planning; asset protection; and probate matters. He has designed and executed numerous strategies to minimize income, gift, estate, and generation-skipping transfer taxes related to succession planning for individuals and privately held businesses. Samuel’s background as a certified public accountant at a Big 4 accounting firm and two advanced degrees in tax law (both legal and accounting) equip him to provide clients with business-focused legal advice that rivals the prowess of in-house counsel