Jean Marie Bertrand is special counsel in Cadwalader's Tax Group. Her practice focuses on federal income taxation, with an emphasis in structured financial products, investment fund structuring, cross-border lending transactions and other types of financings.
Jean also regularly advises numerous public charities, private foundations and other tax-exempt organizations on structural and operating issues, including domestic and international grantmaking, fundraising, unrelated business tax issues and transactional matters.
A member of the Tax Section of the New York State Bar Association, Jean co-authored “To Disclose or Not to Disclose: Tax Shelters, Penalties and Circular 230 in 2012”, Practicing Law Institute (2013) (with Linda Z. Swartz), “The U.S. Federal Income Tax Treatment of Hedge Funds, Their Investors, and Their Managers”, The Tax Lawyer (August 2012) (with David S. Miller).
Jean joined the firm in 1999 and became special counsel in 2007. She received her J.D. from the University of Pennsylvania Law School, an LL.M. in Taxation from New York University, and a B.S., cum laude, from the State University of New York-Geneseo. She is admitted to practice in the State of New York.
Prior to attending law school, Jean Marie practiced as a certified public accountant at a major accounting firm and holds an inactive Certified Public Accountant license from the State of New York.