Melissa M. Grossman

Co-Vice Chair, Private Client, Trusts and Estates

Philadelphia

(215) 665-4641

(215) 665-2013

Melissa focuses her practice on sophisticated estate and tax planning for high net worth individuals and families. Her practice includes advising clients on succession planning matters, including complex tax and administration issues related to wealth transfers, and the intergenerational transition of closely held family businesses through tailored and tax-efficient estate plans. As a result, Melissa often serves as an adviser to multiple generations of family members, working with each of them to ensure a seamless transition of family wealth and legacy. Melissa also represents fiduciaries in the administration of complex estates and trusts. Additionally, she has extensive experience in the areas of charitable planning, and regularly assists clients in establishing and administering substantial private family foundations.

Melissa has been a frequent lecturer and panelist at legal conferences and events, addressing topics that range from sophisticated estate planning tax issues to charitable giving. She is active in her community and has served as a board member of the Jewish Federation of Southern New Jersey and Jewish Family and Children Services of Southern New Jersey.

Melissa earned a Bachelor of Science in economics from the Wharton School of the University of Pennsylvania, and earned her law degree from New York University School of Law.

 

 

 

News

Cozen O’Connor welcomes Melissa Grossman to its Private Client Services Group

September 14, 2017

The Group Assists Clients in All Areas of Wealth Management, Wealth Transfer, Philanthropy, and Business Succession Planning.

Publications

The Clock Is Ticking on Estate and Gift Planning [Alert]

August 31, 2020

Lexie Fishman and Melissa Grossman outline how a Biden-Harris administration could impact your estate plan and what actions you should take now.

Education

  • New York University School of Law, J.D., 2005
  • University of Pennsylvania The Wharton School, B.S., 1998
  • New Jersey
  • Pennsylvania