Practical and innovative estate planning is a necessity for a wide array of high-profile, high net worth individuals and institutions. And as the financial picture for many becomes cloudier as a result of the current economy, our Personal Planning Group stands ready to bring its long history crafting customized estate plans and assisting nonprofit organizations and individual and corporate fiduciaries in even the most complicated environments.
We are adept at creating client-tailored planning tools to protect our clients’ wealth, dispose of their business and real estate holdings, address all relevant tax issues and even protect intellectual property when needed. The lawyers in our U.S. practice also work with our Fiduciary Litigation Group, which includes seasoned probate and trust litigators who represent individuals and corporate fiduciaries entangled in trust and estate-related disputes, privately and in court proceedings.
Department Chair Jay Waxenberg’s experience and reputation have made him one of the most sought-after players in the country among both high net worth individuals and companies. Chambers USA recognized the caliber of his work, as did Worth Magazine, which has repeatedly named him one of the Top 100 Attorneys in America along with David Pratt, a partner in the group and head of our Boca Raton office. In addition, we are complemented by a strong presence in Los Angeles, where partner Andrew Katzenstein has been recognized by Chambers USA for his creativity in estate-related tax work. This platform of top lawyers has led to consistent recognition as one of a small handful of leading players in Chambers USA’s national rankings citing their “good service” and that they are “very responsive and helpful.” We are also noted for our advice on the full range of wealth management issues as well as our increasing activity in the area of fiduciary litigation.
Areas of Focus
A client in a $3 billion multijurisdictional planning involving the restructuring of irrevocable trusts when traditional techniques were unavailable
A client in the sale, restructuring and estate and gift tax planning for a closely held family business valued at $700 million
A client in a private letter ruling that that permitted $300 million of trust assets that would otherwise have been subject to estate tax now to pass for two more generations without the imposition of transfer taxes
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