Benjamin Louis Grosz

Benjamin Louis Grosz

5.0
Rating: 10.0

Licensed for 14 years

Estate planning Lawyer at Washington, DC
Practice Areas: Estate Planning, Employee Benefits, Tax

1717 K Street NW, Suite. 600, Washington, DC

About Benjamin

Practice Areas

3

Practice Areas

Employee Benefits 40%

Employee benefits practice consists of advising employers, plan sponsors, and fiduciaries on a wide range of issues, including: ERISA; health, welfare and retirement plans; compliance with state and federal laws and regulations; and executive compensation. Experienced representing plans and their sponsors before the IRS for filing Determination Letter applications for qualified plans, correcting plan operational and document errors through the IRS' EPCRS programs, etc.

40%
Estate Planning 40%

Practice concentrates on assisting clients with high net worth efficiently and effectively implement their lifetime gifting and estate plans using Wills, various types of Trusts, charitable giving and family business entities. He counsels on probate issues, 529 plans and other educational savings vehicles, intra-family loans, retirement planning, business succession planning; administers estates, prepares Wills, Trusts, financial powers of attorney, medical powers of attorney, living wills, etc

40%
Tax 20%

General tax practice, answering day-to-day questions, and representing clients before the IRS and other tax authorities, including in controversy situations. Experience ranges from counseling small employers on payroll tax issues, to rendering a tax opinion for a Fortune 200 company on an issue with many millions of dollars at stake, to successfully litigating a tax dispute in court. Also experienced advising tax-exempt nonprofit organizations boards and management.

20%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in District of Columbia for 13 years

State: District of Columbia

Acquired: 2012

Good Standing

No misconduct found

Licensed in New Jersey for 14 years

State: New Jersey

Acquired: 2011

Active

No misconduct found

Licensed in Virginia for 14 years

State: Virginia

Acquired: 2011

Active

No misconduct found

Location

Ivins, Phillips & Barker

1717 K Street NW, Suite. 600, Washington, DC, 20006-5343

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Benjamin Louis Grosz's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

5 star (4)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Margaret M. Cassidy | June 22, 2021 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Thorough, Thoughtful, Wise

I have worked with Ben in DC Bar leadership roles we each have had and I have consulted with him on legal matters. As a result, I have gotten to know Ben very well and to experience his capabilities as an attorney. First, Ben is incredibly thorough. He is an excellent communicator and effectively ...explains complex ideas and is a patient and interested listener. Ben is always sure that he understands your position by listening and then by asking questions to confirm his understanding. Second, Ben is incredibly patient and thoughtful. Often, legal issues and leadership responsibilities can pose challenges and can be uncomfortable to work through. Ben understands this and exhibits his understanding with patience, calmness and thoughtful consideration of his clients and those he works with. Finally, Ben is wise and has a deep understanding of legal issues, and is able to effectively understand the issues from the perspective of his clients. I highly recommend Ben!

Posted by Maxim | April 29, 2020 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Great advisor

In searching for an advice about international tax laws, my university colleagues have recommended to ask Mr. Grosz. After reaching out to him, Ben took time in getting understanding of the matter and offering me his professional advice. He was both professional and personable clarifying for me reaso...nable ways to proceed in that matter.

Posted by Jesse | June 28, 2017 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Excellent Adviser

I consulted Ben about my tax situation and he went out of his way to provide extremely helpful and thorough responses to all of my questions. Attorney Grosz is a reliable and knowledgeable professional who I would definitely recommend.

Posted by John | June 19, 2017 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Fantastic, Knowledgable and Very Honest Estate Planning Attorney

Mr. Grosz was referred to me by a mutual friend when I was lamenting the lack of a good available resource to help me evaluate a personal investment decision which involved my mother in law. I had a number of questions surrounding the Tax, Estate, Retirement Planning, and Elder law implications of t...he potential investment and transaction structures I was evaluating, and how those issues could impact my financial returns. Mr. Grosz offered valuable advice that greatly assisted with my understanding of the financial return considerations (taxes, and risk/return analyses) and my decision-making, with multiple potential options and considerations to evaluate. Mr. Grosz was extremely responsive and made himself available to fit my schedule. Throughout my consult, I found Mr. Grosz knowledge around all of my key topics to be extensive and was also pleased with how he was able to explain a number of complicated topics in laymen's terms. I'd highly recommend Mr. Grosz to help solve any estate planning, tax and or financial planning problems you may be having.

See All Client Reviews

Benjamin Louis Grosz's Lawyer Endorsements

Endorse Benjamin
Benjamin Takis headshot
Benjamin Takis

Employee benefits lawyer | Oct 25

Relationship: Fellow lawyer in community

"Ben Grosz has become my go-to employee benefits attorney. Having practiced in the employee benefits field myself for 6 years (before focusing my practice entirely on nonprofit organizations), it is very important that I have smart, knowledgeable employee benefits counsel whom I trust to refer my clients. Ben has delivered for my clients every time, and has provided invaluable guidance to me on numerous occasions. Ben is a creative thinker, knows the field inside and out, and is generous in sharing his knowledge. I do not hesitate to recommend Ben whenever my clients need employee benefits guidance."

J Thomas Spiggle headshot
J Spiggle

Tax lawyer | May 03

Relationship: Fellow lawyer in community

"I have known Ben for years and am greatly impressed with his legal acumen and leadership skills. (I served with Ben on a bar committee over which he presided.) Ben is engaged, thoughtful and caring. I enthusiastically refer clients to him."

Peter Caldwell Herbst Jr headshot
Peter Herbst

Estate planning lawyer | May 26

Relationship: Worked together on matter

"I had a complex trust matter involving a trust that owned commercial property in Washington D.C. Attorney Grosz thoroughly outlined the trust and tax issues involved as well as the implications of utilizing an LLC. Excellent lawyering skills and I would turn to him again."

Douglas M Andre headshot
Douglas Andre

Tax lawyer | Feb 13

Relationship: Co-worker

"Ben is a client-focused, consummate professional. He is an accomplished tax and employee benefits attorney and an exceptional asset to our firm."

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Sep 03

Relationship: Fellow lawyer in community

"Top-notch lawyer. Highly respected in the legal community."

View All Endorsements

Experience

Rating:  10.0 (Superb)

Honors

2024

Best Lawyer, Best Lawyers

2022

Nominee/Finalist for Loeb Award for Pro Bono Excellence, Washington Area Lawyers for the Arts (WALA)

2022

Washington DC Super Lawyer, Super Lawyers

2016

Rising Star, Super Lawyers

2008

Idealist of the Year, City Year DC

2006

Volunteer of the Year, Caital One

Work Experience

2011 - Present

Tax & Benefits Attorney, Ivins, Phillips & Barker

2003 - 2008

Business Manager / Analyst, Capital One Financial

Associations

2012 - Present

District of Columbia Bar, Taxation Section

Member

2011 - Present

American Bar Association, Taxation Section

Member

2011 - Present

Virginia State Bar

Member

2011 - Present

American Bar Association, Real Property, Trust and Estate Law Section

Member

2011 - Present

American Bar Association, Business Law Section

Member

2015 - 2017

District of Columbia Bar, Law Practice Management Section

Co-Chair / Chair

2014 - 2019

District of Columbia Bar, Law Practice Management Section

Steering Committee Member

Sample of Legal Cases

Boston Properties Limited Partnership v. District of Columbia

Summary Judgment in Client's Favor

See More Legal Cases

Education

2011

University of Virginia School of Law

J.D.

2008

Georgetown University

2003

University of Virginia

B.A.

Speaking Engagements

2015

Understanding Form 990 for True Nonprofit Transparency Nonprofit Tax Reporting - Form 990

2015

Tax Executives Institute (TEI) Cincinnati-Columbus Chapter Protecting Yourself from ERISA Fiduciary Liability

2015

ERISA's Fiduciary Trap: An Update on What Service Providers and Plan Sponsors Should Know ERISA - Fiduciary Issues

2015

ABA Business Law Section Spring Meeting Employee Benefit Basics for Business Attorneys

2012

DC Bar Tax Section - Estate Planning Committee Back to Basics: Powers of Appointment

Publications

Languages

English

Activity

Avvo Rating

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  • Experience & background Years licensed, work experience, education
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Avvo Rating Levels
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