September 03, 2020
Cadwalader’s Sasha Grinberg has contributed a chapter to the recently released Private Trust Companies: A Handbook for Advisers. Published by Globe Law and Business, the handbook is a comprehensive resource for lawyers, accountants, family office executives and others who advise ultra-wealthy families on private trust companies.
Grinberg co-authored the chapter on “U.S. Tax and Regulatory Considerations,” which covers the potential U.S. tax and regulatory treatment of private trust companies. While high net worth families and practitioners have used private trust companies for many years in the international estate planning realm, the use of these structures is increasing in the U.S., as driven by a host of regulatory and geopolitical factors. The authors provide insight into various related tax and regulatory considerations for both practitioners and clients when creating such entities.
Grinberg represents individuals and fiduciaries with respect to complex cross-border planning, trust and estate administration, charitable giving, trust and estate disputes, and family law issues.