Kira L. Polner

Kira Polner develops and implements tax-efficient strategies that help high net worth individuals, business owners and their families plan their estates to preserve wealth for future generations. With strong finance and litigation experience, she also represents clients in IRS audits and legal disputes.

Kira approaches complex estate planning and administration from both business and legal perspectives. She draws on more than 10 years of experience in the finance sector, often collaborates with clients’ financial and tax advisors, and routinely identifies ways to minimize gift and estate taxes through wealth planning and preservation.

When working with business owners, Kira focuses on their business interests and financial investments to help them achieve their goals. Clients rely on her tax-efficient strategies when selling and gifting business interests, and her ability to negotiate and draft purchase and sale agreements, trust agreements, Wills, and other documents necessary to achieve clients’ goals.

In helping clients administer estates, Kira provides post-mortem tax planning, prepares estate tax returns and represents them in Surrogate’s courts and in estate tax audits before the IRS and individual states. When necessary, Kira also seeks efficient resolutions to disputes through litigation.

Early in her legal career, Kira practiced commercial litigation before transitioning to trusts and estates law. Prior to joining Davis+Gilbert, Kira was an attorney at Herbert E. Nass & Associates.