Monika Jain

Monika Jain advises high-net-worth individuals, families, business and art owners on estate and tax planning strategies that preserve wealth, facilitate business succession and support long-term family objectives. She helps clients navigate complex wealth transfer issues while balancing tax efficiency, asset protection and goals. Monika is recognized for translating complex estate and tax planning concepts into practical solutions that clients can readily understand and implement. She is also recognized by Chambers High Net Worth, which noted her "technical knowledge that goes above and beyond," as well as her ability to "handle unique circumstances."

Wealth and Succession Planning for High-Net-Worth Families. Monika structures estate, gift and tax planning strategies designed to facilitate efficient wealth transfer, asset protection and business succession. She regularly collaborates with family offices, financial and wealth advisors, accountants and life insurance consultants to create and implement comprehensive plans. For business owners, she helps develop and execute succession plans that support continuity while addressing tax and governance considerations.

She also advises collectors and owners of significant art holdings on estate planning matters involving artwork and assists clients with the review and negotiation of consignment agreements when selling all or part of a collection.

Trust and Estate Administration and Dispute Resolution. Monika counsels beneficiaries and trustees on trust and estate administration matters, including disputes involving the management and distribution of trust assets. She works to resolve conflicts efficiently and, when possible, avoid litigation. She also advises corporate fiduciaries on New York Surrogate's Court proceedings, including decantings, severances, judicial accountings, trustee appointments and trustee resignations.

Charitable Planning. Monika helps clients achieve their philanthropic objectives through donor-advised funds, private foundations and other charitable vehicles. Her work includes establishing private foundations, securing IRS grant-making approvals and advising on governance, compliance and tax-related requirements. She also negotiates and prepares charitable gift agreements involving museums, universities and other nonprofit organizations.

Matrimonial Planning and Related Matters. She advises clients on premarital and postnuptial agreements, with particular attention to the intersection of domestic relations and estate planning law. Monika also counsels clients on post-divorce estate-related claims, helping protect personal and financial interests while seeking efficient resolutions.

Committed to pro bono service, Monika serves as the Private Wealth Services pro bono coordinator in Holland & Knight's New York office and works with the New York City Bar's Cancer Advocacy and Elder Law Projects. She is also active in nonprofit leadership and governance, including past service as president of a local 501(c)(7) organization.

"She has a technical knowledge that goes above and beyond, meaning she is able to handle unique circumstances."

– Chambers High Net Worth 2024 guide