News 24 Jun. 2021
Curtis successfully defends foreign states' procedural privileges in the UK Supreme Court
News 23 Jun. 2021
Ibrahim Elsadig joins Curtis as Partner in Dubai
News 09 Aug. 2021
Curtis, Mallet-Prevost, Colt & Mosle enters into association with Chevalier Law in Singapore.
Event 23 Apr. 2021
Partner Borzu Sabahi to speak on Damages, Enforcement and Annulment of Arbitral Awards at Executive Training Program hosted by the Government of India and the Indian Institute of Foreign Trade
Event 21 Sep. 2021
Partner Simon Batifort Lectures on the Defense of States in Investment Arbitration at Université Paris Nanterre
News 21 Sep. 2021
Curtis Italy wins Arbitration Firm of the Year at the Italian LegalCommunity Litigation Awards 2021
Event 07 Sep. 2021
Partner Elisa Botero Speaks on Panel within Framework of Colombia's 4th National Arbitration Competition
News 30 Aug. 2021
Curtis Returns to SCOTUS in Historic Sequel on the Rights of Citizens in Puerto Rico
News 20 Sep. 2021
Curtis Successfully Defends the Sultanate of Oman and Oman Aluminium Rolling Company LLC in U.S. Department of Commerce Trade Case
News 16 Aug. 2021
Curtis Establishes Presence in Saudi Arabia
Publications 22 Sep. 2021
Client Alert 24 Jun. 2021
U.S. Insight: 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)
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
Michael S. Schwartz
Commercial Disputes - Litigation
Commercial and Residential Real Estate
+1 212 696 6000
Trusts and Estates Associate Zachary Goldaber speaks before the Estate Planning Council of Westchester County