Estate Planning & Administration

An "international giant" with an "excellent reputation" in international tax and trust matters as well as "cutting-edge dispute resolution work" - Chambers USA

We offer unparalleled estate planning services to high-net worth individuals, families, and their closely-held companies. As a small team within a full service international law firm, our attorneys provide the kind of confidential, personal advice and attention that people expect from a long-time family lawyer, while drawing on the global resources and expertise of our banking, corporate, litigation and securities lawyers.

We represent U.S. citizens and residents and foreign nationals on a global basis and imaginatively respond to their needs, often by crafting estate plans using structures and entities such as domestic and foreign limited partnerships, corporations, limited liability companies, private trust companies, and private and charitable trusts, either alone or in combination. These structures are intended to provide long-term wealth transfer planning while ensuring a minimum of income, gift, estate, and other U.S. and non-U.S. transfer and asset-based taxes. Our attorneys provide advice that enables clients to transfer assets among family members and between generations, smoothly change control of family businesses, and make creative charitable donations.

This broad expertise naturally extends to providing individual clients with advice on the most personal of family questions, such as living wills; health care proxies; prenuptial and postnuptial agreements; and separation, divorce and child custody issues. We routinely administer large and complex trusts and estates and handle contested and non-contested probate and trust matters for executors, trustees, and beneficiaries. Our attorneys, who are supported by a staff of fiduciary accountants, also prepare estate, trust, committee and guardianship accountings.

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6 Attorneys

Berry, Dean C. Partner New York
T. +1 212 504 6944
Garcia, Osvaldo Associate New York
T. +1 212 504 6557
Grinberg, Sasha Associate New York
T. +1 212 504 5642
Lawrence, Robert C. Senior Counsel New York
T. +1 212 504 6211
Schaaf, William S. Special Counsel New York
T. +1 212 504 6804
Schwartz, William Counsel New York
T. +1 212 504 6399

Contact(s)

Dean C. Berry
+1 212 504 6944 
dean.berry@cwt.com
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Robert C. Lawrence
+1 212 504 6211 
robert.lawrence@cwt.com
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