Institutional Planning

In addition to our private clients, we advise philanthropic donors in making charitable gifts through private foundations, donor-advised funds, and charitable split-interest trusts, and advise charitable institutions of every type, such as banks, corporations, museums, not-for-profit entities, foundations and charities. We provide these entities with the sophisticated tax, corporate governance, and planning advice that can only be delivered by a law firm of Cadwalader's size and prominence.

We assist trust and private client departments with due diligence, know-your-customer, and tax compliance strategies. We also assist bank and corporate clients in developing training programs for their staff. In addition, we help draft form trust agreements for use in the United States and, with local counsel, develop trust agreements for use in the Cayman Islands, Bermuda, the Bahamas, Jersey, Guernsey, and England and Wales. We develop tax minimization strategies and accounting procedures for our institutional clients' trust beneficiaries in high-tax jurisdictions, such as the United States, Canada, the United Kingdom and other European Union countries, in addition to jurisdictions developing more sophisticated worldwide tax regimes such as Argentina, Brazil, Colombia, Mexico, Peru, and Venezuela.




  • Private Trust Companies - US Tax and Regulatory Considerations

    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. Cadwalader's Sasha Grinberg provides insight into various related tax and regulatory considerations for both practitioners and clients when creating such entities.



4 Attorneys

Berry, Dean C. Partner New York
T. +1 212 504 6944
Grinberg, Sasha Counsel Washington
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