Representative Experience

  • Represented a private client with respect to utilizing Qualified Opportunity Zones for a multibillion-dollar redevelopment project for residential housing, commercial space and retail properties.
  • Advised high-net-worth clients with complex assets as to maximizing current unlimited duration of GST exemption and leveraging gift and GST tax exemptions to exempt substantial assets from all transfer tax for 1,000 years.
  • Assisted a private client in restructuring multistate operations with respect to recent tax law changes, specifically Sections 199A and 168 of the IRC and with use of C corporations, including the sale of a minority interest to an international company.

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  • Created a bespoke plan for a private client to optimize estate and income tax plan considering the future IPO of the company.
  • Successfully managed and advised trustees regarding numerous complex ongoing trust administrations, involving cross-border tax issues and numerous beneficiaries.
  • Vigorously advocated for clients in a complex and highly contentious dispute involving assets requiring technical expertise.
  • Advised a private client regarding the tax structuring and acquisition of a G650 airplane, in addition to the client’s investments, charitable giving and estate planning.
  • Advised a family on all tax aspects relating to investments, charitable giving and real estate planning, and in contractual matters regarding the acquisition of an equity interest in the family-owned company.
  • Strategized tax planning with specific regard to recent tax law changes under the Federal Tax Cuts and Jobs Act, specifically Sections 199A and 168 of the IRC, affecting an extensive collection of classic automobiles.
  • Advised a private client with respect to the contribution of real property to a state’s charitable foundation to be used in perpetuity as a park and the naming rights associated therewith.
  • Represented a pre-public tech company executive in a matter involving a combination of employment law and tax issues.
  • Represented heirs of a foreign grantor with significant assets located in foreign trusts, to analyze developments in uncertain areas of law, including Foreign Account Tax Compliance Act (FATCA), and to advise on cross-border aspects.

Practice Area Highlights

  • Exclusive Contributors of the 7th Edition of The Legal 500: Private Client Comparative Guide.
  • The 2021 editions of Chambers USA, The Legal 500 U.S. and Best Lawyers in America recognize our leading practitioners in areas of Tax, Trusts & Estates and Wealth Management.
  • Chambers High Net Worth 2020 guide identifies team members as leaders in areas of Private Wealth Law.

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  • Recognized Nationally as Tier 1 in Trusts & Estates Law in U.S. News – Best Lawyers “Best Law Firms” survey (2019-2021). The group was also named Tier 1 in New York City and San Jose (2019-2021). Members of the team have ranked annually since 2003.
  • Our boutique and bespoke Private Wealth services are supported by a global platform that delivers opportunities for complex financing and asset investments from the U.S. and Europe to Asia, Latin America and the Middle East.
  • Our proprietary back office services consistently monitor and review our clients’ matters to discover tax, accounting and insurance risks, and to uncover opportunities unique to high-net-worth individuals and family offices.