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Screen shot 2014-11-10 at 12.09.30Clarke Willmott has recruited Jane Halton as a Partner in the Private Client Team. She joins from Gateley LLP in Birmingham, where she worked in the Private Client Team for the last 14 years.

Jane specialises in wills, trusts, estate planning, estate administrations and powers of attorney. She also deals with the creation and administration of trusts, as well as dealing with the winding up of complex and taxable estates.


  • Working with Accountants and Financial Advisors to produce Estate Planning Solutions for those clientswho have sold businesses and related generational planning.
  • Deputyship applications and addressing the need for a statutory will.
  • The Administration of estates subject to Inheritance Tax using Deeds of Variation where appropriate.

Jane will be working alongside Anthony Fairweather, Liz Smithers and Carol Cummins who are supported by a further 13 lawyers, paralegals and administrative assistants.

Anthony Fairweather, Partner and Managing Director of the Private Client team, said: “I am delighted that Jane has joined us to further strengthen our presence in the Bristol market where our client focused clear thinking approach has led to a 65% growth in turnover in the last three years making us one of the largest Private Client teams in the area”.

McDermott Will & Emery has announced that 33 attorneys will become partners, effective January 1, 2015.

McDermott’s new partners include the following tax/private client lawyers:

Matthew Boch, Chicago – State and Local Tax

Jeffrey Ekeberg, Chicago – U.S. and International Tax

Matthew Herrington, London – U.S. and International Tax

Toni Ann Kruse, New York – Private Client

Patrick McCurry, Chicago – U.S. and International Tax

Victoria Pambianco Ose, Chicago – Private Client

Michael Rosen-Prinz, Los Angeles – Private Client

Dhana Sabanathan, London – Private Client

Shu-Ping Shen, New York – Private Client

private client jobs in GlasgowMaclay Murray & Spens has welcomed back Alexis Graham.

She had been with the Firm from 2006 to April 2014, working as an Associate Solicitor. She then spent 6 months with Turcan Connell Group before returning in October to MMS as a partner.

Alexis is primarily based in the Glasgow Office. She deals with estate planning, executry administration, trust administration, asset protection and Wills and Powers of Attorney. Her specialism is contentious executry administration, including dealing with private company shares and complex family dynamics. She also advises business owners and entrepreneurs’ in relation to tax planning and asset protection.

family office leadersDeloitte will acquire leading family enterprise business, Peter Leach & Partners, with effect from January 2015.

Since its establishment in 2008, Peter Leach & Partners have built a strong global reputation, offering family business consultancy services to entrepreneurial families. They have supported successful family businesses with succession planning, the development of family constitutions, and philanthropy services. The acquisition will make it easier for these family businesses to access Deloitte’s other services including corporate finance and real estate services.

Claire Webster, head of Deloitte’s Private Client Services team said: “I am delighted to announce that we will be welcoming two new partners to our firm, Peter Leach and Alexandra Sharpe. With over 30 years of experience, Peter is considered the ‘founding father’ of family business thinking in the UK. Alex is recognised as a leading authority on family business and specialises in succession planning and governance issues. We believe that this acquisition gives Deloitte the leading family business consulting team.”

Government research shows there are 858,000 family businesses in the UK*, highlighting the important role they play in the British economy. Peter Leach & Partners’ expertise will ensure family businesses continue to be successful and harmonious through the generations.

Webster adds: “In addition to the challenges faced by established family businesses, globally we are also seeing many entrepreneurial family businesses face the prospect of generational change for the first time. Many family businesses were created following the widespread economic and political change of the last 30 years. Now the sons and daughters will take over the business and this highlights the importance of succession planning to ensure this process goes smoothly.”

Peter Leach said: “I am excited to be joining Deloitte. This is a new adventure which will allow us to share our specialist expertise in family businesses, family offices and family philanthropy with a broader audience. This is a great opportunity to integrate with a leading business advisory firm. Considering the enormous growth potential of this market, combining our forces will enable us to provide our clients with a broader range of services, which will benefit them.”

Peter Leach & Partners have established a strong market position internationally, in particular in the UK, the Middle East and Asia. Prior to launching his own practice Peter was a Partner at BDO in London, where he worked for 37 years.

Matthew Sperry and Matthew McKim have joined McDermott as partners, operating from the Firm’s offices in New York and Chicago. Previously, the two practised at DLA Piper.

At McDermott, Sperry and McKim will be part of the Firm’s Direct Investing practice, a distinctive offering that brings together practitioners from the Firm’s highly ranked Corporate, Tax and Private Client practices to provide High Net Worth clients with a broad spectrum of sophisticated legal services as they invest in and operate businesses globally. With their international focus, Sperry and McKim will help to expand the Firm’s work on behalf of wealthy families in Asia, Europe and Latin America as well as the financial institutions that cater to such families.

McDermott is one of the few law firms that has constructed a global platform of tax and wealth planning professionals across the United States, Europe and Asia that addresses the international tax and wealth planning challenges of an increasingly complicated, cross-border network of often uncoordinated rules and regulations. The McDermott Direct Investing practice broadens the Firm’s top-ranked global practices to integrate the investing activities of High Net Worth families across the globe with McDermott’s existing complex wealth planning and wealth transfer capabilities. McDermott recognizes that global wealth is becoming concentrated among individuals and families who are increasingly making their own investment decisions. Such wealth may be of the first or several generations, but its scale, and the scale of their investing, require a broad range of international tax, estate planning and family succession expertise.

Sperry’s experience includes:

  • A Fortune Global 100 company in its disposition of a global manufacturing division conducting business in over 25 countries, leading a crossborder legal team of over 20 lawyers
  • The family office of an ultra-high–net-worth family in its investment in global oil and gas properties, including the negotiation of a long-term development arrangement
  • A Fortune Global 100 company in its acquisition of a water treatment business conducted in 15 countries
  • The family office of an ultra-high–net-worth family in its acquisition of a Manhattan hotel and its redevelopment into a mixed-use project
  • An ultra-high–net-worth family in its acquisition of a global hotel management company
  • The family office of an ultra-high–net-worth family in its acquisition of a German-based manufacturer of precision industrial equipment
  • The family office of an ultra-high–net-worth family in its acquisition in a Section 363 bankruptcy proceeding of a leading developer of road and paving technologies
  • A Fortune Global 500 company in its disposition of its coffee business to a strategic buyer
  • An ultra-high–net-worth family in its acquisition of numerous private aircraft, including developing and implementing a tax efficient structure for the aircraft and registering the aircraft with the FAA

McKim’s experienced includes:

  • Representation of private equity and hedge funds organized in the Cayman Islands, Bahamas, Barbados and the British Virgin Islands in connection with acquisitions of US businesses and various other business issues, including the acquisition of multimillion-dollar funds and other restructurings
  • Representation of a private equity fund in connection with planning for an allocation of US$1 billion of cancellation of debt income and tax characterization issues regarding hedging transactions related to more than US$1 billion in allocable trading losses
  • Representation on tax structuring matters related to the formation of a German-based private equity fund anticipated to raise US$1 billion to invest in seagoing cargo vessels having operational connections with US ports, specifically structured to utilize US tax laws to prevent the imposition of US tax on foreign investors
  • Representation of high-net-worth US and non-US (e.g., German, Brazilian, Dutch and Mexican) families in their worldwide organizational and tax structures designed to reduce the incidence of worldwide income, capital, gift, estate, and generation-skipping taxes, including the establishment of foreign trusts for the benefit of US family members and counseling with respect to the new US expatriation taxes imposed upon such families
  • Representation of a large privately held multinational group of foreign corporations in connection with the investment by US persons of US$100 million in shares of its stock, including the development of a structure designed to avoid classification as a “passive foreign investment company”
  • Representation of billionaire families with respect to “institutionalization” of their wealth over multiple generations and jurisdictions, including establishment of licensed trust companies, family banks, and related structures facilitating the clients’ needs
  • Representation related to tax matters of one of the world’s largest cement and concrete companies, in its US$600 million acquisition of a US-based cement and concrete company
  • Representation of a private equity fund in a convertible debt–financed acquisition of a US-based business
  • Planning and implementation of complicated “like kind” exchange programs

“Our sophisticated High Net Worth clients think multi-generationally and globally, and more and more they have concluded that an integrated direct investing model works best for them,” said McDermott Private Client partner Henry Christensen III. “Matthew and Matthew are two of the best Direct Investing lawyers in the world and we are delighted to bring them on board as we focus on the fast-changing needs of our clients.”

“Increasingly, wealthy families are turning away from more traditional investment strategies and hiring professional managers to oversee their investments on a direct basis,” added David Goldman, head of McDermott’s global Corporate Advisory Practice Group. “Our two new partners are joining our distinct Direct Investing practice; McDermott’s international approach to direct investing gives our clients premier tax and wealth planning experience that other firms do not provide.”

“There is quite simply no other law firm capable of serving the unique investing needs of High Net Worth individuals in this way,” said McDermott co-chair Peter J. Sacripanti. “We are strategically committed to having the best wealth management, corporate and tax lawyers in our U.S. and international offices. Adding Matthew Sperry and Matthew McKim to the Direct Investing team allows us to build upon our experience, and project our strength in new directions, as we seek to deliver the world’s finest client service.”

McDermott’s Direct Investing practice capitalizes on the Firm’s premier capabilities in three areas: private client/wealth management, tax, and corporate advisory. In the 2014 edition of Chambers USA, McDermott’s Private Client capabilities were honored with a national Tier 1 ranking in the Wealth Management category for the eighth consecutive year. McDermott was named “Law Firm of the Year” in Tax Law in the 2013 ”Best Law Firms” rankings published by U.S. News Media Group and Best Lawyers. McDermott is among the few, if any, law firms capable of offering the vital blend of in-depth, global wealth management, corporate and tax experience and highly-focused industry knowledge. The Firm was also named the 2014 “Team of the Year for M&A Mid-Market” in the inaugural Legal 500 US Awards.

McDermott’s Direct Investing practice is led by McDermott Corporate Advisory Practice Group Leader David Goldman. In addition to Mr. Sperry and Mr. McKim, other senior team members include Corporate Advisory partners Mark Selinger and Jake Townsend; Private Client partners Henry Christensen III, Carlyn McCaffrey, Richard Lang, William Butler, and Andrew Vergunst; and Tax partners Gary Karch and Daniel Zucker.

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Lucy Lee and Michele Randall return to EY Tax

On September 20, 2014, in Deloitte, Ernst Young, EY, GE, by Chris Bale

EY Private Client JObsLucy Lee has rejoined EY as a Partner with the Personal Client Services team of the National Tax Department.

Located in Washington, DC, she will lead the Individual Global Tax Planning group and will serve as the liaison with the International Tax Services team for cross-border client collaboration. Lee returns to EY after two years with General Electric and five years with Caplin & Drysdale where her experiences included inbound and outbound issues relative to individuals and families, particularly in the Asian and European markets. Lucy is fluent in Korean.

Real estate tax jobsMichele Randall returns to EY Chicago’s Indirect Tax practice from Deloitte. She spent 14 years in Deloitte’s Multistate Tax group, becoming a Director in 2006. Building on her recent role as the lead of Deloitte’s multistate real estate industry group, she brings a focus on the real estate sector, including both asset management and REITs.

Whilst at EY from 1995 to 1998, Randall had been a member of the SALT Value Analysis restructuring group.  She began her career at TTX, Company, where she managed tax in the payroll department.

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wealth planning jobsFarrer & Co has  re-hired Marianne Kafena, formerly Head of Wealth Planning at Kleinwort Benson.

Marianne joins Farrer & Co as a partner practising in the private client team as of 29 September 2014.

She qualified as a solicitor at Farrer & Co in 2000. Since then, she has held roles at Lombard Odier in Bermuda and London and then Kleinwort Benson in London. She has specific experience in international private client work, particularly around the establishment, management and structuring of trusts.

Marianne speaks fluent French and Arabic and will be focusing on European and Middle Eastern clients, cross-border estate planning and working with wealthy families based outside the UK and their non-UK trustees. During her time away from Farrers, Marianne has worked as a professional trustee in Bermuda and London and as a wealth planner in two private banks in London.

The changing and increasingly complex legal and regulatory environment over recent years has meant that Marianne often found herself helping international families and their trustees find practical solutions in short time frames, while maintaining a healthy sense of the complexities of private international law. This experience will add to the existing team’s range of skills.

Nick Dunnell, partner in the team said, “We are very pleased that Marianne has re-joined the firm. She brings with her significant practical experience gathered from a range of environments, which will have real benefits for our international private clients, particularly those in Europe and the Middle East.”


estate planning partner jobsThe 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.

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