Samia Bennouna advises individuals, families, fiduciaries, and business owners on matters relating to estate planning, tax planning, estate and trust administration, and related business succession matters.

Samia focuses on helping clients navigate complex legal and tax issues with practical, personalized guidance tailored to their long-term objectives. She works closely with high-net-worth individuals and families to design and implement sophisticated estate planning strategies intended to preserve wealth across generations, including revocable and irrevocable trusts, family business succession planning, family limited partnerships, limited liability companies, and sales to defective grantor trusts.

In addition to her estate planning practice, Samia represents trustees, personal representatives, and beneficiaries in complex estate and trust administrations. She advises clients on estate, gift, and generation-skipping transfer tax issues, prepares estate and gift tax returns, and assists with post-planning and administration matters such as trust decanting, severances, and nonjudicial settlement agreements. She also has experience handling federal tax matters, including preparing private letter ruling requests involving trust elections.