Elizabeth Forspan is a partner at Forspan Klear LLP.
Elizabeth’s areas of practice include Elder Care Planning, Estate Planning and Taxation. She regularly assists clients in achieving their Medicaid Planning goals in a tax efficient manner through practical and considerate planning techniques.
Elizabeth often lectures on various aspects of Elder Care Planning, Tax Law and Estate Planning. Elizabeth recently lectured on the Income Taxation of Trusts and Estates for the National Business Institute as well as Key Elder Care Planning Issues for the New York State Society of CPA’s Annual Estate Planning Conference in New York City. Elizabeth has
also written and lectured extensively on the topic of Casualty Loss Deductions. Elizabeth bco-authored the award winning cover article for the February 2013 edition of the CPA Journal entitled “Casualty Losses for Property Damaged by Hurricane Sandy.” In June of 2014, Elizabeth was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical Analysis, awarded by the New York State Society of
Certified Public Accountants’ CPA Journal for her article on casualty losses.
Elizabeth has been named a New York Metro Area Super Lawyer Rising Star in the area of Estate Planning and Probate for 2016, 2017 and 2018. Elizabeth serves on a number of boards including the Advisory Board of The CPA Journal and the board of the Brandeis Association of Queens. Elizabeth and the firm have been featured in New York Magazine
and she has been quoted in the New York Times.
Prior to forming Forspan Klear LLP, Elizabeth was Managing Attorney for Ronald Fatoullah & Associates. Her prior experience includes serving as associate attorney with a prominent Trusts and Estates law firm where she specialized in Elder Law, Taxation and Estate Planning. Prior to that, Elizabeth was a Tax Manager with Ernst & Young LLP, where she focused on Mergers and Acquisitions, Executive Compensation, Equity Compensation, Employment Tax and Employee Benefits. Elizabeth has extensive experience working on business transactions and tax based engagements in the financial services, retail and insurance industries on both the buyer and seller sides.
Elizabeth earned her Juris Doctor from Fordham University School of Law. Elizabeth received her B.A. from Queens College of the City University of New York, where she graduated summa cum laude and is a member of Phi Beta Kappa