Venable LLP has announced the addition of four high-profile partners to its growing national Tax and Wealth Planning practice. Jonathan C. Lurie, William R. Burford, Jason P. Trenton, and Andrew D. Copans joined the firm as partners in the Los Angeles office. The four-member team was previously with McDermott Will & Emery LLP and brings with it three paralegals and three staff members.
Michele M. Mulrooney, Chair of Venable’s West Coast Trust and Estates practice, welcomed the group by saying, “Jonathan is one of the most highly-regarded professionals in his practice and more than lives up to his reputation. He has not only built a sterling practice; he has assembled a talented legal team with Bill, Jason, and Andrew. Their addition to Venable will help to propel us to become one of the marquee tax and estate practices in the country.”
Managing Director of Venable’s West Coast offices Douglas C. Emhoff said, “Our clients are turning to us for guidance on what to expect in the future and how best to navigate any potential changes ahead. Over the past year, Venable has committed itself to taking one of California’s top tax and wealth planning practices and transforming it into a national powerhouse. The addition of Jonathan and his team reaffirms our commitment to that goal and our ongoing efforts to build a practice that is unparalleled in the industry.”
Jonathan C. Lurie is an American College of Trust and Estate Counsel Fellow who focuses his practice on international and domestic tax, estate planning, and trust administration. He has lectured on estate planning at Whittier School of Law and the University of West Los Angeles, and frequently speaks and writes on the subject. He has also served as an expert witness in several cases involving trust administration. Chambers USA has ranked Mr. Lurie as a Band 1 attorney in both California, Tax: Estate Planning and Nationwide: Wealth Management. Mr. Lurie earned his J.D. and B.A. from the University of the Witwatersrand in Johannesburg, South Africa, in 1976 and 1974, respectively.
William R. Burford focuses his practice on tax, estate and business succession planning, formation and operation of tax-exempt organizations, trust and estate administration, and probate controversies. He has significant experience with all forms of irrevocable trusts and other estate planning instruments, partnership and LLC agreements, real estate transfers, court petitions, tax returns, audits, and ruling requests. He previously worked as a wealth advisor for the J.P. Morgan Private Bank in Southern California. Mr. Burford earned his LL.M. from New York University School of Law in 2002 and his J.D. and B.A. from the University of Michigan in 1991 and 1988, respectively.
Jason P. Trenton is a legal specialist in estate planning, trust, and probate law certified by the State Bar of California Board of Legal Specialization. He advises clients on trusts and estates, family business succession planning, and international estate planning, with a particular focus on U.S.-Canada estate planning. Mr. Trenton earned his LL.M. from Loyola Law School – Los Angeles in 2005, his LL.B from University of Windsor – Ontario in 1996, and his B.A. from Queen’s University – Kingston, Ontario in 1990.
Andrew D. Copans focuses on all aspects of estate and wealth transfer planning, including international estate planning, business succession planning, and post-death administration. He has extensive experience in structuring sophisticated wealth transfer techniques and routinely counsels clients on estate, gift, and generation-skipping tax issues, and works closely with families and family offices in implementing and administering complex estate plans for domestic and international high-net-worth individuals and families. Mr. Copans earned his LL.M. from Loyola Law School – Los Angeles in 2007, his J.D. from the University of Southern California – Gould School of Law in 2003, and his B.A. from Cornell University in 2000.
Scottish chartered accountancy firm, Henderson Loggie, has promoted Kenneth McEwen to tax partner.
Mr McEwen joined the Firm in 2008, having previously worked at PwC. He provides tax advice to a range of clients including individuals and corporate entities, and specialises in advising owner managed businesses. His particular expertise lies in tailoring tax planning that is efficient for both the business owners and the business itself.
Kenneth has advised clients from a broad spectrum of industries including manufacturing, hospitality, professional services and property companies and is Head of the firm’s Property and Construction Sector Group.
Kenneth is based in the Glasgow office.
Neela Chauhan joined Wilson Wright this month, having previously acted as Head of Sopher + Co’s tax division.
She has worked with a number of high profile clients to deliver a variety of taxation services to a wide range of businesses and high-net worth individuals.
Neela has a very international approach to tax, with particular expertise and experience in Scandinavia, USA and Asia, which is supported by Wilson Wright’s membership of the DFK International network.
Speaking about her appointment, Neela said: “Wilson Wright has established itself as one of the UK’s top independent tax practices thanks to its talented team of tax advisers. Through its strong reputation for delivering first-class advice and support they have managed to attract a number of high profile clients to the practice.
“With my appointment I intend to continue and expand this pattern of exceptional growth by providing proactive, tailor made services and advice to clients, while also identifying new areas and markets for the firm to explore.”
Michael Lerner, Senior Partner at Wilson Wright, said: “Neela is the perfect addition to our tax department and brings with her knowledge and a forward thinking approach to tax, which will prove vital as we move forward with plans for expansion and growth.
“Wilson Wright already has a well-established reputation for providing tax services and I am sure that Neela will only enhance our position in this competitive market.”
Mark Maguire is joining EY’s National Tax Department in Tampa as an executive director. He will sit in the International Tax Services group serving the Southeast Region.
Mark comes from General Electric Company where he has held numerous international tax positions in Plastics, Healthcare and Power since 2000.
His most recent role was as the Global Tax Leader for the Gas Power Systems business.
Sarah Priestley, formerly Head of Tax at Shearman & Sterling in London, is joining Goodwin Proctor.
Ms Priestley was building the international private equity practice at Shearmans, working alongside Jeremy Dickens, Mark Soundy and Simon Burrows. Mr Soundy is also moving to Goodwin Proctor.
Ms Priestley started her career with Allen & Overy where she focussed on tax and incentivisation. In 1997 she moved to Weil Gotshal and Manges, specialising in the corporate tax law aspects of private equity and restructuring transactions. She joined Shearman & Sterling in 2013.
DONG Energy, the global renewable energy company, has hired Karl Berlin to leads its global tax function. The company is headquartered in Denmark.
Somewhat unusually, Mr Berlin has only ever worked in industry, never at a Big 4 firm. He graduated in 2006 from Uppsala University and joined the group tax team at A.P. Moller – Maersk Group in 2007. Over the past 9 years he has held several roles and been promoted quickly. Most recently he was Head of Tax at Maersk Drilling.
He will take up his new role at the start of 2017.
Cravath has announced three new partners. The promotions include one tax associate: Kara L. Mungovan (J.D., Harvard Law School; A.B., Harvard College).
Ms. Mungovan is a member of Cravath’s Tax Department in New York, where she has a general tax practice.
She will become a member of the Firm on January 1, 2017.
Armstrong Watson has hired Tom Roseff as a tax partner in the Leeds office, where he will lead the tax service line.
Mr Roseff works with growing entrepreneurial, private and family owned businesses across a wide range of sectors, advising on tax-efficient business structuring and strategies to mitigate tax costs at both the business and shareholder level. He also has experience working with a large number of companies, directors, shareholders, investors, MBI candidates and MBO teams (and professional advisers) requiring advice and assistance with business sale, acquisition and/or reorganisations.
He specialises in real estate tax planning and has significant experience advising property investors, developers, real estate funds, lenders, construction businesses and owner occupiers of all sizes to mitigate tax liabilities and help unlock additional value from the transactions undertaken and assets held by clients.
Prior to joining Armstrong Watson Mr Roseff was Tax Director at BDO in Leeds.
Paul Dickson, managing partner at Armstrong Watson, said: “Tom has an impressive reputation within the Yorkshire market and a track record for helping his clients to successfully navigate increasingly complicated tax legislation to mitigate tax costs and risks.”
Roseff added: “Armstrong Watson’s growth in advisory work with family businesses had already been attracting my attention and with joining the firm I can now leverage my skills and support the real life blood of our region’s economy.”