Patterson Belknap Webb & Tyler LLP has made up new partners and counsel.
Dahlia B. Doumar (Partner) practises in the firm’s Tax department. Her practice is broad including both domestic and foreign for-profit companies, exempt organizations, high net worth individuals and family offices.
Ms. Doumar works extensively in the exempt organizations area counseling clients on unrelated business income tax issues, investment structuring, rules governing the maintenance of donor advised funds, reporting regarding foreign investments and grants, self-dealing, intermediate sanctions and excise tax issues generally. In the corporate area, Ms. Doumar advises clients on numerous matters, including corporate reorganizations and recapitalizations, restructuring of distressed companies, business acquisitions and dispositions, partnership and limited liability company investments, compensation planning and charitable tax planning.
Jennifer Weitz Brown (Counsel) practises in the firm’s Trusts and Estates Group. Ms. Brown specializes in estate and tax planning for high-net worth individuals and families, with a focus on inter-generational planning. Her practice involves the administration of trusts and estates, all aspects of Surrogate’s Court practice, including probate and guardianship proceedings, and planning for charitable giving and philanthropy. Ms. Brown received her J.D. from Harvard Law School, where she was a member of the Harvard Negotiation Law Review. She received her B.A. from the University of Pennsylvania, summa cum laude, where she became a member of the Psi Chi Honor Society, the John Marshall Honor Society, and the Golden Key Honor Society.
Patterson Belknap Webb & Tyler LLP is a New York City based law firm with more than 200 lawyers.
The Chicago office of Arnstein & Lehr has recruited Kristin G. Bagull as a partner in the Estate Planning & Probate Administration practice group. Prior to joining the firm, Ms. Bagull was senior counsel at a mid-size law firm, Tressler LLP.
Ms. Bagull dedicates her practice to helping clients with estate planning, asset protection, wealth transfers and taxation. She regularly works with business owners and families to formulate succession plans, advise in wealth preservation and counsel regarding income, gift and estate taxation. Additionally, Ms. Bagull assists with individual, estate and business audits at both the state and federal level.
Her experience extends to representing clients in the formation and reformation of legal entities and drafting buy-sell, employment and partnership agreements as well as complex operating agreements and phantom stock plans.
In addition to participating in multiple presentations and events, Ms. Bagull has published articles about tax and estate planning. She earned a degree of master of laws (LL.M) in tax from Northwestern University School of Law.
Fox Rothschild has hired Linda Enion as a partner in the firm’s Taxation and Wealth Planning Department.
Enion is an experienced practitioner in the fields of estate planning and estate and trust administration matters. She advises individual and corporate fiduciaries, resolves Orphans’ Court matters and provides charitable planning and counseling for tax exempt organizations.
Prior to joining Fox, Linda was senior counsel at Lovett Bookman Harmon Marks LLP, focused on trusts and estates law. She previously served as counsel at a large international firm and an associate at a nationwide firm, as well as in-house counsel at a large Pittsburgh bank.
Linda serves as one of the co-course planners for the Estate Law Institute and regularly lectures for the Pennsylvania Bar Institute on a range of topics, including exit strategies for trusts, the Uniform Trust Act, charitable planning, planning with retirement benefits and federal and state death tax return preparation.
The American College of Trust and Estate Counsel, Fellow; State Vice Chair
Selected for inclusion in “The Best Lawyers in America” (2006 – Present)
Martindale-Hubbell “AV” rated
Belgian law firm, Laga, today announces the integration of Greenille, the leading law firm in tax and legal services for high-net-worth families and individuals. This strengthens Laga’s ties with family businesses and their shareholders. More than thirty lawyers and staff will make the transfer on the 1st of September 2014.
“Greenille’s talented team, expansive network and specific expertise will be a considerable complement to Laga’s existing services,” says Danny Stas, Managing Partner at Laga. “The integration allows us to offer our clients a unique all-in approach.”
Since 2003 Greenille has grown into a leading law firm with an exceptional national and international reputation. The firm values interaction between business practice and academic research. Together with Alain-Laurent Verbeke (KU Leuven and Harvard), Greenille’s of counsel lawyers and scientific advisors are all associated with various universities, embodying the close ties Greenille maintains with the academic community.
“Greenille’s mission is to provide high-net-worth families with peace of mind,” says Managing Partner Alain Nijs. “Our key asset is our holistic approach. Alongside our tax and legal services we pay close attention to the psychological and communicative factors impacting family, wealth and business matters. At Laga we can imbed our growing practice into a strong and complementary organisation.”
Also after the integration, the Greenille team will continue to provide services through offices in Brussels, Antwerp and Kortrijk. The Dutch offices of Greenille in Amsterdam and Rotterdam will continue to exist but will move forward independently and under a new name.
Collins Barrow Nova Scotia has announced Greg Leslie’s appointment to partnership. Greg works with owner managed businesses, professionals and not-for-profit organizations, providing expert advice on corporate reorganizations, succession and estate planning.
“Having joined our firm just last year, Greg has proven to be a valuable asset to the team in a short span of time,” says Grant Galbraith, Managing Partner of Collins Barrow Nova Scotia. “Now as a partner, we look forward to his contributions to the leadership of our firm as we continue to grow.”
A lecturer for ICANS and CICA, Greg is often called upon to present on income tax matters. He is also Past President of the Halifax Estate Planning Council and a board member of CAFÉ Nova Scotia. Greg joined Collins Barrow Nova Scotia Inc. in January 2012 as a Senior Tax Manager and was promoted to Associate Partner in September 2012.
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.