Nathaniel W. Birdsall is a senior counsel in the Private Client Services Department. His practice focuses on estate planning for high-net-worth individuals and families, including testamentary planning, lifetime gifts and sales, and estate administration. He advises clients with respect to charitable gifting, insurance planning and inter-generational transfers of closely-held business interests, marketable securities, real estate and tangible property.
Nat prepares wills, trusts, and other documents necessary to effectuate an estate plan, such as purchase or gift agreements. He is experienced in reviewing and preparing gift, estate and generation-skipping transfer tax returns, as well as with IRS gift and estate tax audits. Nat also advises on the "decanting" of irrevocable trusts and with issues relating to state income taxation of resident trusts.