About us

Planning:

 

Tax and estate planning for individuals; succession planning for closely held businesses; compensation and retirement planning for executives; immigration and tax planning for multinational families.

 

Estate and trust administration:

 

We advise executors and trustees in all aspects of estate and trust administration, including probate; forced heirship; estate, inheritance and generation-skipping tax; fiduciary income tax; post-mortem tax planning; investment, valuation and liability issues; accountings and related court proceedings.

 

Fiduciary litigation:

 

We represent fiduciaries and beneficiaries in will contests and in disputes involving the administration of estates and trusts, including high-stakes, multijurisdictional estate litigation.

 

Corporate fiduciaries:

 

We advise the trust departments of some of the world's leading financial institutions, including Deutsche Bank, Goldman Sachs and UBS, on administration and regulatory issues, including new product development.

 

Tax-exempt organizations:

 

We advise on the creation and administration of charitable and other tax-exempt organizations around the world.

 

Inheritance:

 

Finance: