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Jordan S. Linn, Esq.

Partner

Direct: (212) 897-5695
Email: jl@cpllawfirm.com

Jordan S. Linn’s practice focuses on estate planning, business succession planning, and the administration of estates and trusts.  Jordan is practice group leader for the firm’s trusts and estates practice, with an uncompromising commitment to providing each and every client with responsive, efficient, and expert counsel.

Prior to joining the firm, Jordan spent many years in practice at Farrell Fritz, P.C., and has extensive experience structuring and executing sophisticated gift, estate, and generation skipping tax planning techniques.  He represents clients in preparing their last will and testaments, trust agreements, and advance directives. He is a seasoned expert in the drafting and implementation of grantor retained annuity trusts (GRAT); qualified personal residence trusts (QPRT); intentionally defective grantor trust transactions (IDGT); irrevocable life insurance trusts; charitable lead and remainder trusts (CLAT/CRAT); revocable living trusts; and dynasty and generation skipping tax (GST) trust planning.

Jordan adeptly guides clients through the probate and administration of estates and trusts, including complex estates involving numerous testamentary and intervivos trusts, and requiring the preparation of state and federal estate tax returns.  Jordan regularly advises clients regarding asset protection planning and Medicaid planning, and represents clients involved in audits and tax court proceedings relating to gift, estate, and excise taxes.  He is also experienced in the formation and representation of private foundations and public charities.

Jordan is a frequent and well-regarded lecturer on a myriad of trusts and estates topics, presenting regularly at continuing education programs for attorneys and accountants.  He has also served as an adjunct professor at LIU Post and CUNY Queens College.

Jordan’s pedigree and stellar reputation in the trusts and estates arena has led to various honors and accolades, including an AV “Preeminent” Martindale-Hubbell Peer Review Rating, multiple “SuperLawyer” awards, a LIBN “40 under 40” award, and an LIBN “Leadership in Law” award.

Originally a Brooklyn native, Jordan now lives on Long Island with his wife and two sons.  When he’s not in the bleachers watching his boys on the basketball court, baseball diamond, or lacrosse field, he enjoys travelling and spending time with family and friends.

 

EDUCATION

  • University of Alabama School of Law, LL.M in Taxation 2013
  • Hofstra University School of Law, J.D., 1999
  • Binghamton University, B.A., 1996

 

BAR ADMISSION

  • New York, 2000
  • U.S Tax Court 2009

 

PROFESSIONAL MEMBERSHIPS & ASSOCATIONS

  • New York State Bar Association
  • New York State Office of Court Administration, Certified Court Evaluator and Certified Counsel to Guardian

 

ACHIEVEMENTS

  • Av Preeminent – Martindale-Hubbell® Peer Review Ratings™
  • 2013-2015 Super Lawyers New York Metro “Rising Star” for Estate & Probate
  • Long Island Pulse Magazine – 2013 Top Legal Eagles
  • Long Island Business News – (2014) “40 Under 40”; (2013) “Leadership in Law Counsel”; (2011) “Ones to Watch in Retirement and Estate Planning”