Boston, MA. Nixon Peabody LLP furthered its leadership in managing trusts, estates, and assets of individuals and families in the U.S. and abroad with the move of a significant group of attorneys and staff from Edwards Wildman (formerly Edwards Angell Palmer & Dodge LLP and Wildman, Harrold, Allen & Dixon).
Partners Lawrence B. Cohen and Jay D. Rosenbaum, highly regarded by their peers and in the community, bring to Nixon Peabody a team providing estate planning, international private client advisory, asset management and investment, and tax services. With the addition of this team, Nixon Peabody holds in custody or under management for clients approximately $4 billion in assets.
“Nixon Peabody’s Private Clients practice is second to none, with particular strength and resources in Boston,” said Andrew I. Glincher, CEO & managing partner of Nixon Peabody. “Larry, Jay, and their team are an excellent fit with our innovative and collaborative approach to meeting the needs of our clients. We are delighted to welcome them to Nixon Peabody.”
Mr. Cohen focuses on estate planning, estate and trust administration, and business succession planning. His clients are high-net-worth individuals, successful closely held businesses, and people and institutions seeking advice on probate, transfer and income tax, and related issues. He is the president of the board of trustees of the Jewish National Fund of New England, and is a member of the board of trustees of the Brookline Music School. He has served on the board at the Judge Baker Children’s Center and the Boston Estate Planning Council. He earned his JD from Georgetown University Law Center, cum laude, and his B.A. from Wesleyan University, cum laude.
Mr. Rosenbaum brings significant domestic and international private client skills to Nixon Peabody, concentrating his practice on wealth transfer planning, estate and trust administration, and estate, gift and income tax minimization strategies for clients in the United States and abroad. He has specific experience with business succession and skillfully integrating business planning with wealth transfer planning, and advises companies and their owners on a variety of corporate transactions and transitions.
Mr. Rosenbaum will expand Nixon Peabody’s international private client efforts as he advises from the Boston and London offices on estate planning to U.S. citizens living abroad; non-citizen residents of the U.S.; and non-citizens with business or other significant assets in the U.S. Mr. Rosenbaum is a co-chair of the Day School Education Commission of Combined Jewish Philanthropies (CJP), a member of CJP’s Development Committee, and a trustee of Gann Academy in Waltham, Massachusetts. He is a member of the Boston Bar Association and former co-chair of its Trusts and Estates Section, and serves on the Estate Planning Curriculum Committee for Massachusetts Continuing Legal Education (MCLE). He earned his JD, cum laude, from Boston University School of Law, and BA, magna cum laude, from Boston University.
Both Mr. Cohen and Mr. Rosenbaum are members of the prestigious American College of Trust and Estate Counsel (ACTEC).
“Larry and Jay are outstanding attorneys and are well-respected in the industry. We have worked beside them both throughout the years,” said Deborah Anderson, leader of Nixon Peabody’s Private Clients practice. “The addition of this team builds upon a decades-long foundation of excellence in meeting the needs of our clients.” For US Estate Planning Jobs click on the link.
About Nixon Peabody LLP
Nixon Peabody LLP is a full-service law firm that helps clients navigate complex challenges in litigation, real estate, corporate law, and finance. With approximately 700 attorneys throughout the U.S., Europe, and Asia, our focus is on working collaboratively to serve clients ranging from private individuals and entrepreneurs, to large corporations and financial institutions. Employing innovative and client-centered approaches, the firm helps to anticipate and capture opportunities, prepare for and manage risks, protect intellectual property, and forecast and overcome obstacles. Nixon Peabody is committed to the clients it serves, the communities in which it serves them, and the diverse professionals who have helped make it a “Best Law Firm” and a “Best Place to Work.”
Appleby has appointed Vanessa Schrum to the role of Bermuda local practice group head for the Private Client and Trusts Practice Group.
Ms Schrumhas been with Appleby for 13 years and has extensive experience advising on a wide range of trust and estate planning matters.
Vanessa has extensive experience on a wide range of trust and estate planning matters. She often advises on the use of Bermuda private and commercial trust structures (including purpose trusts and unit trusts), the administration of complex and large estates and all areas of probate and equity matters in Bermuda including applications to the Supreme Court of Bermuda. She drafts and reviews all forms of trusts and ancillary documentation, Wills, Enduring Powers of Attorney, Health Care Directives and other estate planning documents and is responsible for general practice within the team.
Her published works are numerous and include contributions to the Bermuda sections in the 2010 European Lawyer Private Client Tax, Tolley’s International Succession Laws, Tolley’s Planning and Administration of Offshore and Onshore Trust, various OFC Reports and the STEP Directory. She has been a frequent contributor of articles to the ‘Legally Speaking’ column in the Bermuda Royal Gazette and often writes and lectures on trust and estate planning topics, both locally and internationally.
Source: The Royal Gazette Online
Richard Moyse from law firm Boodle Hatfield has been awarded the Lifetime Achievement Award by the Society of Trust and Estate Practitioners (STEP).
The award was made on 15 September in recognition of Richard’s widely admired judgement, objective advice and client care skills.
The Judges said, “Richard Moyse is an almost legendary figure in the private client world, who over 40 years of practice, combined commitment to his clients, and their individual demands, with wise and balanced advice.”
Commenting on the award Richard Moyse said: “I am extremely proud to have won the lifetime achievement award. I am delighted that, as is reflected in the success of STEP, private client matters, and especially the international aspects, are now regarded as of primary importance to the professions.”
Richard specialises in UK and international capital tax planning for individuals, trustees and business, is known for his intellect and great knowledge of the private wealth world. Succession, asset protection and heritage property are all part of his practice area. He also has considerable expertise in trusts, probates and conflict of Laws and acts as an expert witness.
In addition to his membership of STEP, Richard is recent past President of the International Academy of Estate and Trust Law, a member of the Capital Taxes Sub-Committee, and was a founding member of the Solicitor’s Tax and Revenue (STAR) Group.
Richard contributes widely to technical journals and lectures extensively in the UK and abroad. An Oxford University graduate who joined Boodle Hatfield in 1973, he was Senior Partner from 1999-2004.
Susan von Herrmann has joined the private client services practice group of Holme Roberts & Owen LLP (HRO) as a partner. Ms. von Herrmann will practice in both the Los Angeles and San Francisco offices.
Ms. von Herrmann’s practice is focused on estate planning and estate and trust administration. She has extensive experience in advising clients on strategies for minimizing estate and gift tax liability and charitable planned giving. She regularly assists clients with the formation of family limited liability companies, family limited partnerships and private foundations and advises family-owned businesses on succession planning. Her practice adds substantial depth and breadth of experience to HRO’s West Coast offices.
In addition to her expertise in advising traditional families, Ms. von Herrmann’s keen understanding of the specific legal needs of clients who are in relationships that are not recognized as marriages by the federal government makes her uniquely qualified to advise and counsel nontraditional families in estate planning matters.
Ms. von Herrmann is a regular speaker on the topic of estate planning, particularly in the context of nontraditional and blended families. She has addressed a wide variety of groups including the San Francisco Estate Planning Council, the East Bay Community Foundation, California Continuing Education of the Bar, Grace Cathedral and other faith communities, various LGBT affinity groups, and the San Francisco Bar Association.
Ms. von Herrmann has published multiple articles and is a member of the San Francisco Estate Planning Council and the Grace Cathedral Gift Planning Committee. She serves on the Board of Regents of The Point Foundation and the Board of Delegates of the Alta Bates Summit Foundation and is also a Clausen House Heritage Advisor.
Ms. von Herrmann is a graduate of Stanford University and received her law degree from Boalt Hall School of Law at the University of California at Berkeley.
About HRO – Holme Roberts & Owen LLP is an international law firm established in 1898 with approximately 175 lawyers. The firm operates in eight offices around the world, located in Denver, Boulder, Colorado Springs, Dublin, London, Los Angeles, Salt Lake City and San Francisco. HRO attorneys provide a broad spectrum of legal services in virtually every area of the law, including corporate, securities, mergers and acquisitions, estate planning, commercial litigation, real estate, employment, tax, environmental and intellectual property, technology and media.
Duane Morris LLP has announced that Jocelyn Margolin Borowsky has joined the firm’s Estates and Asset Planning Practice Group as a partner in its Philadelphia office. Borowsky joins Duane Morris from Richards Layton & Finger in Wilmington, Delaware.
Borowsky focuses her practice on estate planning and estate and trust administration in Pennsylvania, Delaware and New Jersey. Her clients include high net worth families, corporate executives and charitable organizations. She works with closely-held family businesses on issues involving strategic tax and business planning and the creation of private family foundations. She also handles tax controversy matters, including estate and gift tax audits by the Internal Revenue Service and state taxing authorities.
Borowsky is a featured speaker and author on estate planning topics, including federal estate, gift and generation-skipping transfer tax, charitable trusts and life insurance trusts. She is a member of the Delaware Estate Planning Council, and the Professional Advisory Committee of the Jewish Community Foundation of Southern New Jersey.
Borowsky earned her J.D. from the University of Pennsylvania Law School in 1992 and her LL.M. in Taxation from New York University School of Law in 1997. She earned her B.A. in 1988 with highest honors from the University of Texas, where she graduated Phi Beta Kappa. She is admitted to practice in Delaware, New York, New Jersey and Pennsylvania.
Withers, the international law firm, has announced the promotion of an estate planning lawyer to partnership. Withers now has 109 partners, spread across the firm’s eight offices in Europe, the US, the Caribbean and the Far East.
Edward (Ed) Vergara is based in Withers’ New Haven office and works primarily with multi-national families making domestic and cross-border succession planning decisions. In addition to providing domestic and international estate planning advice, Ed has extensive experience advising with respect to investment or migration into or out of the United States. He has particular expertise advising those families and individuals whose affairs include a Latin American element and is a fluent Spanish speaker. Ed also advises U.S. beneficiaries of foreign trusts and foundations, as well as fiduciaries managing structures for the benefit of U.S. persons.