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Name
Steven G. Siegel, JD, LLM
Bio
Steven G. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.
Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2024 Leimberg Information Systems); The Adviser’s Guide to Financial and Estate Planning (AICPA 2026); Federal Fiduciary Income Taxation (Foxmoor 2020); Understanding the Federal Gift Tax (Leimberg Information Systems (2021);Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020; 2nd edit. 2023).
Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, The Notre Dame Tax Institute, CCH, National Law Foundation, AICPA, Yale School of Management; U. of Chicago Booth Business School, The Kansas City Estate Planning Symposium, Leimberg Information Systems, Western CPE, many State Accounting Societies and Estate Planning Councils as well as on behalf of many private companies.
He has served as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama as well as at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.
Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2024 Leimberg Information Systems); The Adviser’s Guide to Financial and Estate Planning (AICPA 2026); Federal Fiduciary Income Taxation (Foxmoor 2020); Understanding the Federal Gift Tax (Leimberg Information Systems (2021);Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020; 2nd edit. 2023).
Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, The Notre Dame Tax Institute, CCH, National Law Foundation, AICPA, Yale School of Management; U. of Chicago Booth Business School, The Kansas City Estate Planning Symposium, Leimberg Information Systems, Western CPE, many State Accounting Societies and Estate Planning Councils as well as on behalf of many private companies.
He has served as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama as well as at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.
