Ted Tishman
Partner
Ted Tishman is a Partner with Leech Tishman and former Chair of the Estates & Trusts Practice Group. Ted is based in the Lakewood Ranch and the Pittsburgh offices, where he applies his cross-disciplinary experience in Leech Tishman’s Corporate and Taxation Practice Groups.
Ted is a former Management Committee member.
Ted specializes in advising high net worth individuals, families and business owners regarding intergenerational wealth transfers and business succession planning matters. Ted has a wealth of experience in sophisticated estate planning issues, including the preparation of simple and complex wills, healthcare durable powers of attorney/living wills and durable powers of attorney, trust planning and administration, charitable gift planning, estate litigation and assisting fiduciaries with the administration of complex trusts and estates.
Ted regularly counsels organizations on business success planning matters, including the development of limited liability companies, leveraging exemptions and valuation discounting. He is highly skilled in seamlessly integrating advice from financial advisors, accountants and out-of-state attorneys in the estate planning process.
Some of Ted’s recent representative matters include:
- Representation of the surviving spouse as the Executor of the $14 million estate of a deceased real estate executive, where he negotiated an $8 million buy-out of the Estate’s interests in a real estate development company and oversaw the administration and transfer of 20 general and limited partnership interests
- Representation of the surviving spouse as the Executor of the $40 million estate of a deceased real estate developer, where he coordinated the transfer to surviving spouse of interests in five companies and multiple other assets; spouse then sold interests in three of the companies to newly-formed intentionally defective grantor trusts
- Representation of the surviving spouse as the Executor of the $15 million estate of a deceased real estate developer, where he coordinated the valuation of 40 limited and general partnership interests and negotiated the buy-out and transfers to the surviving business partner
- Representation of a trust beneficiary in a dispute with trustee where the trust asset was a commercial shopping center
Ted is a regular speaker on federal estate and gift taxes and estate planning issues and has presented to various civil organizations and continuing professional education groups.
Academics
J.D., Duquesne University School of Law
B.A. in Finance, Duquesne University
Admissions
Pennsylvania
Florida
U.S. District Court, Western District of Pennsylvania
U.S. Tax Court
Experience
Arthur Andersen LLP
Professional Memberships
American Bar Association
Pennsylvania Bar Association
Florida Bar Association
Allegheny County Bar Association
American Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants
Lakewood Ranch Small Business Alliance
Professional Accolades
Martindale-Hubbell AV Preeminent Peer Review Rated Attorney
Pennsylvania Super Lawyer, Pennsylvania Super Lawyers Magazine (2007-2011)
Community Involvement
Robert Morris University’s Master’s of Taxation Program; Federal Estate and Gift Taxes and Estate Planning (Former Adjunct Faculty)