Samuel J. GonczDirector
For 25 years, Sam has represented individuals and families in estate planning matters with a special focus on business succession, federal estate tax planning, and the use of trusts. He takes a practical, creative, results-oriented approach that emphasizes clear communication and listening to his clients. “One of the chief complaints that people have about their lawyers is that they can’t understand them,” says Sam. “The estates and trusts world is a minefield of jargon. The greatest compliment is when a client says ‘Thank you, Sam. That makes sense to me.’”
Sam brings this same approach to the representation of executors and trustees in the administration of estates and trusts, including the careful management of complex tax situations and the modification of irrevocable trusts to meet changing family circumstances.
Sam’s clients include owners of closely held businesses, executives, and those of multigenerational wealth. He has successfully represented private clients before the Internal Revenue Service, state taxing authorities, and the U.S. Tax Court concerning wealth transfer tax matters.
Sam is a member of the Allegheny County and Pennsylvania Bar Associations and is a member of the Planned Giving Advisory Committees of the Pittsburgh Foundation and Grove City College. Sam is a former member of the Board of Directors of Lutherlyn, a 501(c)(3) nonprofit organization, and related charities.
Honors and Achievements
- Selected by his peers for inclusion in The Best Lawyers in America
- Martindale-Hubbell AV Preeminent
He lectures for the Pennsylvania Bar Institute’s continuing legal education program and regularly speaks to client and professional groups regarding estate planning, business succession planning, estate and trust administration, federal estate, gift and generation-skipping taxation, income taxation, and related topics.
Sam has been published in Tax Management’s Estates, Gifts and Trusts Journal and The Monthly Digest of Tax Articles, as well as other professional publications, and he has authored chapters in Tax Management’s Tax Practice Series on “Small Business Stock” and “Start-up Expenditures.”