Lewis J. Saret



LEWIS J. SARET concentrates his practice in the area of federal taxation, with particular emphasis on estate and business succession planning.

Mr. Saret is nationally recognized for his sophisticated estate planning, asset protection and wealth preservation expertise, and is listed in The Best Lawyers in America, as a Top Trust & Estates Lawyer by Washingtonian Magazine, and in Super Lawyers.  He focuses on enabling clients to preserve and maintain control over their business interests and investments, while minimizing applicable gift, estate and generation-skipping transfer, and income taxes.  Mr. Saret employs a number of techniques to accomplish these goals, including a variety of trusts, insurance arrangements, succession planning for closely held businesses, estate freeze transactions, and charitable planning.

Mr. Saret is both an attorney and a Certified Public Accountant.  He received his B.B.A. from Lamar University, his M.B.A. and Masters in Accounting from Rice University, and his J.D. from the George Washington University School of Law. Mr. Saret is also a prolific author and frequent speaker on tax and estate planning issues.  He speaks regularly on estate and asset protection topics, including having taught several continuing legal education programs at the District of Columbia Bar Association. Mr. Saret is a regular columnist for CCH’s Taxes – The Tax Magazine, and a regular blogger for Forbes Magazine. He is also the co-founder of the Wealth Strategies Journal, an online journal of wealth management.

Mr. Saret is an active member of several bar, professional, and community organizations.  He currently serves as Chair of the Fiduciary Income Tax Committee of the American Bar Association Section of Taxation, and as Co-Chair of the Personal Financial Planning Club of the University Club of Washington DC.

Mr. Saret lives with his family in the suburbs of Maryland. He is an avid reader and enjoys reading the mysteries and thrillers of Michael Connelly when not playing board games with his young son.

Activities and Professional Organizations:

  • American Bar Association, Section of Taxation and Section of Real Property, Probate and Trust (Fiduciary Income Tax Committee, Chair)
  • University Club of Washington, DC, Personal Financial Planning Club (Co-Chair)
  • Washington, DC Estate Planning Council (former Director)
  • Greater Washington Society of CPAs, Estate and Gift Tax Committee (former Chair)
  • B’nai B’rith International, Planned Giving Committee (former Chair)
  • Journal of Asset Protection (former General Editor)


Awards and Honors: