Event 14 Oct. 2022
Curtis Provides Capacity Training to the Government of Uganda
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Event 21 Sep. 2022
Kalidou Gadio Speaks at AIEN 2022 International Energy Summit
News 16 Dec. 2022
Curtis Trade Team is top ranked in Chambers Asia-Pacific 2023
Event 06 Dec. 2022
George Kahale Lectures on "Key Issues Facing States in ISDS" at Rashtriya Raksha University
News 27 Jan. 2023
Curtis Italy wins Law Firm of the Year for Arbitration/Energy 2023 at national Italian legal awards
News 09 Dec. 2022
Six Curtis Partners Recognized in Who's Who Legal - Arbitration
Event 22 Nov. 2022
Elisa Botero and Fernando Tupa to speak at the XVI International Congress of Arbitration in Lima, Perú
Event 02 Nov. 2022
Claudia Frutos-Peterson Speaks at the Universidad Externado de Colombia’s 6th Conference on National and International Arbitration
News 27 Sep. 2022
Curtis Boosts Riyadh Office with New Corporate Partner Stuart Davies
News 16 Aug. 2022
Curtis Delivers More Firsts for the Government of Oman in its Defense Against U.S. Trade Measures
Event 08 Nov. 2022
Simon Batifort and Andrew Larkin Speak at the 2022 ASIL Midyear Meeting
Client Alert 30 Aug. 2022
The EU Adopts the “Maintenance and Alignment” Sanctions Package
Client Alert 20 Jul. 2022
The EU Undertakes Fundamental Reform of the Legal Basis for Sanctions Enforcement
Client Alert 24 Jun. 2021
Update on Virtual Notarization (Executive Order 202.7) During the COVID-19 (Coronavirus) Pandemic (Updated: June 24, 2021) — U.S. Insight
Update on Virtual Witnessing (New York Executive Order 202.14) During The COVID-19 (Coronavirus) Pandemic (Updated: June 24, 2021) — U.S. Insight
Curtis’ Trusts and Estates attorneys advise high-net-worth individuals and families, business owners, and public company executives, as well as financial institutions, foundations and charities, with respect to trust and estate planning and administration, as well as tax and succession planning. In addition, our Chambers-ranked attorneys frequently assist clients on complex cross-border matters.
Our highly regarded trusts and estates practice includes drafting wills, trusts and other dispositive instruments; advice on asset protection, succession and tax planning and preservation strategies (including use of grantor trusts, irrevocable trusts, charitable trusts, private foundations, family limited partnerships and limited liability companies). In addition, we offer fiduciary, tax and accounting services for large and complex trusts and estates.
Our team works with our U.S. and international clients to achieve their wealth preservation and succession planning objectives, taking into account U.S., state and international income and transfer tax considerations. This includes counseling our non-U.S. clients on structuring gifts and their investments in U.S. assets. We also provide advice to U.S. beneficiaries of foreign estates, trusts and gifts, and to U.S. persons moving abroad or expatriating.
We are known for advising multiple generations of family clients and supporting them through changes in their family circumstances, from the initial task of formulating and implementing an estate plan through the estate and trust administration for deceased family members. We have the ability to manage and implement intricate estate plans, involving complex estate and generation-skipping transfer tax and post-death considerations.
We are also adept at working with our clients to formulate succession plans for their assets, including closely held business interests, in a thoughtful tax-efficient manner, contemplating the transition of wealth from generation to generation. This includes the preparation of family charters, formation and maintenance of family offices and, in certain situations, formation and maintenance of private trust companies.
We have extensive experience representing beneficiaries and fiduciaries in connection with dispute resolution both in and out of court as it relates to contested estate and trust matters in U.S. and non-U.S. jurisdictions.
Curtis’ attorneys assist our clients in connection with examinations of estate and gift tax returns by the IRS and state governments. We also have extensive experience guiding our clients through the appeals process and beyond, should that be necessary.
Robert W. Sheehan
Partner
Private Client
Tax
Commercial Disputes - Litigation
Commercial and Residential Real Estate
New York
+1 212 696 6000
News 14 Jul. 2022
Curtis' Private Client Group and Attorneys Recognized in the 2022 Chambers High-Net-Worth Guide
News 31 Jan. 2022
Partner Michael S. Schwartz Appointed as Adjunct Professor by Fordham University School of Law
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