Oren Goldberg - Bethesda Estate Planning Lawyer Reviews & Ratings

Oren Goldberg Bio
Oren Goldberg, an Of Counsel in the Estate Planning & Administration Group at Pasternak & Fidis, P.C., in Bethesda, Maryland, joined the Firm as an associate in 2008. After helping to launch a family business in 2014, Oren rejoined the Firm in 2018.. Oren advises individuals and families on all aspects of estate planning, probate, and estate and trust administration. He brings knowledge and experience in business succession planning and asset protection planning to the practice. Oren also helps clients achieve their charitable objectives, both in life and after death.. Oren often advises families on multi-generational estate planning. In addition to preparing wills, financial appropriate trusts, and health care powers of attorney, this may include advising clients on appropriate generation-skipping planning, special needs planning, and finding effective ways to maximize avaiable tax exemptions and exclusions. Oren is experienced in the use of various estate planning vehicles, including generation-skipping trusts, life insurance trusts, qualified personal residence trusts, and may advise on the use of supplemental special needs trusts, silent trusts, and best practices when planning for the disposition of family business assets.. Oren believes: “The goal of estate planning, especially when a family business is concerned, should be the efficient transfer of ownership and control, while minimizing taxes and the potential for intra-family conflict.” To that end, Oren often advises clients to take the “long view” with their estate planning, recognizing that the process is ongoing, will require collaboration with accountants and financial advisors, and may involve annual reviews to identify how changing circumstances often open new planning opportunities.. Oren is admitted to the Bar in Maryland, the District of Columbia, and South Carolina (inactive). Prior to joining the Firm, Oren received his LL.M. in Taxation, as well as the Certificate in Estate Planning, from Georgetown University Law Center. He received his Juris Doctorate from the University of South Carolina School of Law where he was Publications Editor of the South Carolina Journal of International Business and President of the Sports and Entertainment Law Society.. After law school and before moving to the D.C. Metro area, Oren clerked for the Charleston County Probate Court in Charleston, South Carolina. Oren’s wife, Laurel, was raised in Charleston, and they maintain ties to the city through the Piccolo Spoleto program, where Laurel’s father directs a program on early music.. Oren graduated from New York University, Tisch School of the Arts with a Bachelor of Fine Arts degree in Film and Television Production. Before attending law school, Oren worked as a film and video editor, but today he more often uses these skills to edit videos of his daughters’ performances.. A native New Yorker and dual American-Israeli citizen, Oren is bi-lingual in English and Hebrew, enjoys visual and performing arts, and particularly cherishes his time with family, including daughters, Hannah and Ellie, and their Sheepadoodle, Penny. When they are not rehearsing for or performing in a musical theater production, playing basketball, or participating in activities at Temple Micah in Washington, DC, the Goldbergs often can be found hiking area parks and trails with Penny, or visiting extended family in New York, South Carolina, Florida, New Zealand, or Israel.