News 19 Dec. 2019
Curtis Wins in London for Federal Airports Authority of Nigeria
News 18 Apr. 2016
Curtis gains recognition in new Africa publication
News 24 Jan. 2020
Curtis defeats $400 million investment treaty claim brought against India
Event 02 Oct. 2019
Claudia Frutos-Peterson and Borzu Sabahi Lead ILI Advanced International Arbitration Training Sessions for the Philippines Office of Solicitor General
News 04 Dec. 2019
Curtis advises TIM S.p.A. on €240 million sale of its stake in Persidera, a leading digital terrestrial television signal company
Partner Simon Batifort Speaks at Arbitration Training Workshop Organized by the Ministry of Finance of the Czech Republic and Young ICCA
News 18 Dec. 2019
Six Curtis Partners Featured in Who's Who Legal - Arbitration 2020
Event 04 Dec. 2019
New York Partner Eduardo A. Cukier Presented at the Latin Lawyer Live 4th Annual Tax Conference
Publications 15 Jan. 2020
Antonia Birt publishes IBA Arbitration Country Guide for the UAE
Event 19 Nov. 2019
Partners Hermann Ferré and Antonia Birt teach at International Arbitration Seminar in Abu Dhabi
Client Alert 13 Jan. 2020
U.S. District Court Vacates $2 Million Penalty Imposed by OFAC on Exxon Mobil
Publications 07 Jan. 2020
Claudia Frutos-Peterson, Simon Batifort, and Marat Umerov Author Chapters in "The ICSID Convention, Regulations and Rules: A Practical Commentary"
Event 28 Jan. 2020
Associate Jadranka Jakovcic to speak at NYCLA’s panel discussion on Career Opportunities
News 28 Jan. 2020
Curtis represents Dos Toros in the sale of the company to Chop’t Creative Salad Company.
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 trust and estate 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’ Trusts and Estates 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
Michael S. Schwartz
Commercial Disputes - Litigation
+1 212 696 6000
Publications 17 Dec. 2019
Partner Michael S. Schwartz Co-Authors Article on Federal and New York Income Tax Changes Impacting Estates and Trusts
News 10 Dec. 2019
Michael S. Schwartz Appointed as an Officer of the Trusts and Estates Section of the New York State Bar Association