Cadwalader Attorneys Contribute Chapter to ‘Global Mobility of Ultra-High-Net-Worth Individuals’

September 20, 2021

Cadwalader Private Client Group attorneys Dean Berry and William Schaaf have contributed a chapter to the recently-released publication, “Global Mobility of Ultra-High-Net-Worth Individuals,” which provides expert guidance on the tax and legal aspects of inbound and outbound transfer of residence of ultra-high-net-worth individuals.

Berry and Schaaf co-authored the jurisdictional chapter on the United States, based on their deep experience advising clients on a broad range of legal matters within the private wealth sector.

Berry, as chair of Cadwalader’s Private Client Group, counsels clients on developing and implementing tax-efficient strategies for the management and transfer of private wealth, with a focus on complex U.S. and international trust and estate planning.

Schaaf, who is a special counsel in the group, advises U.S. and non-U.S. individuals, families and fiduciaries on matters, including U.S. and international trust and estate, tax and business succession planning, and charitable giving.

The book, which is published by Globe Law and Business Ltd. in association with STEP, features contributions by leading private client advisers from 15 key jurisdictions worldwide. More information is available here.