Find Lawyers in New York, New York for Trusts and Estates

Todd co-leads the firm's Private Client & Tax Group in the United States. His practice is focused on tax, trusts and estates, and business succession matters for affluent individuals and their families. He regularly advises domestic and international families and family offices with respect to creating trust and related business structures to preserve, protect and grow family wealth for multiple generations in a tax efficient manner.

Carole advises moderate and high net worth clients in all aspects of estate and wealth transfer planning. She works closely with individuals and families to structure sophisticated, tax-efficient plans designed to minimize estate, gift and generation-skipping transfer taxes and to effectuate non-tax objectives. Carole’s clients include professionals, business owners, entrepreneurs, athletes, entertainers and others. Carole also represents clients in the preparation and negotiation of pr...

David A. Brauner's practice is based on relationships with clients that sometimes span several generations and is concentrated in the areas of estate planning and the administration of estates and trusts, real estate transactions and the representation of owners and cooperatives, and a broad variety of corporate matters. Mr. Brauner provides counseling and advice principally to privately owned, entrepreneurial business entities and their owners and executives. Long active in philanthropic and...

Neil V. Carbone is a trusts and estates lawyer handling all aspects of that practice: planning, administration, and litigation. Neil provides sophisticated advice to individuals and families, entrepreneurs, closely-held businesses, trust companies, banks, fiduciaries, beneficiaries, and foundations and other institutions. He regularly appears before the Surrogate’s Courts and other courts throughout New York, as well as the United States Tax Court. Neil is a trusted professional who pri...

Ronni Davidowitz helps clients sort out the legal, business, tax and personal issues that can arise when planning their estates or managing their wealth. As the head of Katten's New York Private Wealth practice, she understands that listening and being responsive are two of the most important services she can bring to her client relationships. Changes in tax laws, the economic climate, and family and business situations may require adjustments to clients' estate and wealth plans. Ronni is a r...

Stephen Ferszt guides businesses and high-net-worth individuals through the complexities of employee benefits, ERISA and executive compensation issues. He also advises on tax, estate and family and business succession planning. Steve chairs Olshan’s Employee Benefits Practice and is a member of the Employment and Tax & Personal Planning Practices. With a nuanced understanding of ERISA and employee benefits matters, Steve advises on the design, implementation and administration of qu...

Michael W. Galligan is a partner in the Trusts & Estates Department at Phillips Nizer LLP, where he practices primarily in the areas of domestic and international estates and trusts, U.S. and cross-border estate and income tax planning, private international law, and immigration. Mr. Galligan concentrates his practice in complex U.S. and international estate planning and the administration of U.S. and non-U.S. trusts, estates and other wealth transfer and wealth preservation vehicles. In ...

Mark’s practice is focused on domestic and international private client matters for affluent individuals and their families. His clients include entrepreneurs, corporate executives, family offices, real estate developers, business owners and investment bankers, as well as artists, writers, collectors and philanthropists. He has more than twenty years experience in all aspects of estate and gift planning for individuals and families, many with complex multi-generational or multi-jurisdic...

Linda B. Hirschson focuses her practice on virtually all aspects of estate planning and administration and is a past member of the Board of Regents of the American College of Trusts and Estates Counsel (ACTEC). Linda develops estate plans for high net worth individuals, enabling them to dispose of their assets during life and at death in a manner that meets their personal goals and as tax efficient as possible. In the course of doing so, she helps form and administer private foundations and c...

Denise L. Iocco's practice focuses primarily on estate and gift tax planning, charitable giving, and trust and estate administration. Ms. Iocco advises high net-worth individuals and families in all aspects of estate planning. She has extensive experience in developing tax-advantageous transfers, as well as advising fiduciaries in connection with the management of estates and trusts. Ms. Iocco is often called upon in situations where sophisticated and sensitive planning is necessitated by mul...

My practice is concentrated on trust and estate planning and administration and business succession planning for principles and shareholders of closely held businesses. My practice also includes addressing clients' philanthropic goals, including providing counsel to clients on all aspects of nonprofit corporate governance, and structuring charitable trusts and private foundations.

Elyse G. Kirschner advises clients on domestic and international tax and estates planning matters. Elyse’s areas of experience include charitable giving techniques, the formation and taxation of private trust companies, tax-exempt organizations and the taxation of foreign trusts. Read full biography: https://www.mwe.com/people/kirschner-elyse-g/

Christiana Lazo is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Christiana concentrates her practice on representing ultra-high net worth individuals, their family offices and closely held businesses in developing and implementing sophisticated domestic and international tax and estate plans. Christiana regularly works with principals of private equity and venture capital funds on their estate planning and also has significant experience counseling global cl...

Jerry Levine concentrates his practice on estate planning, estate and trust administration, and income and estate taxation. He represents closely held businesses, real estate owners and developers, entertainment and media clients, private investors and entrepreneurs, and executives of publicly held companies. Jerry’s experience encompasses wills and trusts, estate and gift tax audits, valuation of closely held businesses, estate and trust accountings, domicile disputes, Tax Court procee...

Jordan Linn is a partner in Tannenbaum Helpern’s Trusts and Estates (T&E) practice. With more than 20 years of T&E experience, Jordan brings a wealth of knowledge and sophisticated legal counsel to his clients. He advises business owners, real estate families, and other high net-worth individuals regarding: the structuring and execution of complex gift, estate, and generation skipping tax planning techniques the preparation of last will and testaments, trusts agreements and adva...

Carlyn S. McCaffrey provides legal counsel on domestic and international tax and estate planning for high-net-worth individuals. She also advises individuals and institutions on charitable planning matters. Carlyn is co-head of the Private Client practice in the Firm’s New York office. Read full biography: https://www.mwe.com/people/mccaffrey-carlyn-s/

Gary S. Moriwaki has more than forty years of experience in estate planning and administration. His clients include domestic and foreign business owners, professionals and executives from a spectrum of industries. Mr. Moriwaki is well-versed in advising clients who have complex, multi-national issues involving ownership of assets in multiple jurisdictions, domestic and foreign estate and inheritance taxes, choice of laws and succession concerns. As a member of various charitable organizations...

Herb Nass is one of the country’s most sought-after trusts and estates lawyers. During his more than 35-year career, he has earned a reputation among high net-worth and celebrity families for smart planning and counseling aimed to preserve their wealth and minimize tax obligations during transitional life events. Clients come to Herb for airtight wills drafted and executed to withstand future scrutiny or objection in court. His ability to anticipate potential disputes with solid no-cont...

Ty represents individuals, banks and trust companies in estate and trust matters. His work involves sophisticated tax planning in the estate and gift tax and fiduciary income tax areas, including litigating those issues on behalf of his clients. Before joining Sullivan, Ty was a partner with Dewey & LeBoeuf.

Jonathan Rikoon practices in the areas of trust and estate planning, administration and litigation. He engages in sophisticated estate and tax planning for wealthy individuals and families, preparation of wills and trusts and the administration of trusts and estates. He helps to establish various tax-efficient multi-tier family, business and investment vehicles, such as partnerships, limited liability companies and closely held corporations with trust ownership, and he structures third-party ...

Jay E. Rivlin has extensive experience advising ultra-high net worth individuals and families on all aspects of their personal legal needs, including domestic and international estate, gift and tax planning, administration, cross-border issues, and controversy resolution; family office administration; business succession planning; family dispute resolution; charitable giving and private foundation administration; acquisition and ownership of private aircraft; as well as guardianship and plann...

Anita S. Rosenbloom concentrates in the areas of estate planning, business succession planning and estate and trust administration and litigation. She has particular expertise concerning estate, gift, generation-skipping and fiduciary income taxes and the use of life insurance and other trust vehicles in estate plans to reduce tax liability. Since joining Stroock in 1980, Ms. Rosenbloom has represented individuals, corporations, closely held businesses and other entities in transactions invol...

Fellow of the American College of Trust and Estate Counsel; Academician of the International Academy of Trust and Estate Lawyers; Past Chair of the American Bar Association’s Real Property, Trust and Estate Law Section, Past Chair of the New York Chapter of Society of Trust and Estate Practitioners; member, Editorial Advisory Boards of Tax Management Estates, Gifts, and Trusts , and Trusts and Estates ; author of numerous articles for publications including the New York Law Journal , Jo...

In his widely respected practice, Joshua Rubenstein, national chair of the firm's Private Wealth practice, brings a variety of important services under one roof for high-net-worth individuals. He offers integrated planning, administration and litigation counseling for individuals, their estates and their businesses, all of it designed to preserve wealth over generations. His advice stretches as far as his clients' financial interests – locally, nationally and globally. Josh is the rare ...

Daniel Rubin is a trusts and estates lawyer whose practice focuses on domestic and international estate planning, asset protection planning, and estate administration for private clients, including but not limited to family business owners and corporate executives. In addition, Daniel represents many founders and entrepreneurs, often from the technology sector, who seek out Daniel for his practical income tax planning advice, especially in connection with the qualified small business stock (Q...

Laurie Ruckel concentrates her practice on estate planning, succession planning, estate and trust administration and estate taxation. Her experience encompasses wills and trust agreements, estate and gift tax audits, succession planning for closely held businesses and prenuptial agreements. Laurie's principal clients are high net worth individuals, closely held businesses, real estate clients and executives of publicly held companies. Laurie also lectures on the subject of estate planning and...

Ivan Sacks is a private client lawyer and trusted advisor to international and domestic families of significant wealth. He became global Chairman of Withers Worldwide in July 2013. Ivan is also head of the firm’s Latin American Planning Group.Both in the US and in an international context, he counsels families and entrepreneurs on the structuring of their closely held business interests, family offices, and charitable foundations, the design and administration of trusts and estates, and...

Cristine Sapers advises high net worth individuals and families on their estate, charitable and income tax planning, helping clients identify and reach their personal planning goals while minimizing taxes along the way. Her clients include executives of public companies, investment fund managers, owners of closely held businesses, family offices and individuals with inherited wealth. Cristine’s practice covers all areas of estate planning, will and trust drafting, and administration of ...

Barbara E. Shiers is a partner in our Estate Planning & Administration Group. Ms. Shiers previously served as co-chair of the group, and as a member of the firm’s management committee, for many years. Ms. Shiers represents high net-worth individuals, professionals, and entrepreneurs in domestic and international estate , gift, and income tax planning, estate and trust administration, IRS audits, and probate and tax litigation. She has extensive experience advising individuals and fi...

For ultra-high-net-worth individuals, Kathryn von Matthiessen offers sophisticated yet practical counsel on income and transfer tax optimization. She provides estate and business succession planning for domestic and international private clients, and has extensive experience in cross-border issues. Kathryn's international private client experience is particularly broad. For clients coming to the United States she provides pre-residency planning. For foreign families with US members, she uses ...

Linda J. Wank is a partner and Chair of our Estate Planning & Administration Group. Her core practice encompasses estate, gift and income tax planning, as well as estate and trust administration and charitable giving. She was named to Chambers' HNW Guide for 2024. Ms. Wank advises high net-worth individuals, including corporate executives, business owners, entrepreneurs and creative talent , and assists clients in identifying and implementing their estate planning goals. She also counsels...

Jay Waxenberg has been with the Personal Planning Department of Proskauer Rose LLP since 1984 and is now Chair of the Department. A former member of the firm’s Executive Committee, he focuses his practice on estate and tax planning and estate and trust administration. Jay primarily represents individuals and their estates. He represents many families with significant multigenerational wealth, and has assisted them in the structuring of their estate plans so as to minimize gift, estate a...

During the course of his almost 30-year legal career, Ian Weinstock has built a practice that spans the range of trusts, estates and personal tax planning issues, including sophisticated estate planning techniques for ultra-high net worth individuals; choice-of-entity issues and succession planning for small businesses; philanthropic planning; the administration of decedents’ estates; and advising fiduciaries and beneficiaries on all aspects of trust administration. With extensive in-ho...

Bruce Wexler's experience is in estate planning for a diverse group of individuals including estate administration, estate litigation, business succession planning, and corporate and tax matters. He designs and implements estate plans using the various techniques available through a will and various types of inter vivos trusts to minimize the ultimate estate tax payable. His extensive drafting experience includes wills, trusts, prenuptial agreements, stock purchase agreements and shareholders...

Jonathan Byer concentrates his practice in estate and tax planning for individuals and families, the representation of fiduciaries and the administration of estates and trusts. He frequently designs plans for high-net-worth individuals to help them both achieve personal goals and leverage their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. He also works with young individuals and families to address their current estate planning need...