News 25 Sep. 2020
Partners Borzu Sabahi and Timi Balogun to Teach Investment Arbitration Masterclass in Fall 2020
News 18 Aug. 2020
Curtis Welcomes New Corporate Partner Paul Bugingo in Dubai
News 26 Feb. 2020
Curtis Secures Comprehensive Victory for the Republic of Kazakhstan’s Committee of Roads
News 24 Jan. 2020
Curtis defeats $400 million investment treaty claim brought against India
Client Alert 19 Oct. 2020
International Insight: The 2020 Updates to the LCIA Arbitration Rules
News 08 Oct. 2020
Curtis gains recognition in the Legal 500 UK 2021 for Private Funds and Public International Law
News 02 Oct. 2020
Partner Antonio Prida participates in committee proposing changes to General Law of Alternative Dispute Resolution Mechanisms in Mexico
Event 02 Sep. 2020
Partner Gabriela Alvarez Avila to speak in webinar on Specialized Topics of International Arbitration
Event 24 Sep. 2020
Marco Blanco, Co-Head of the Tax Group, teaches international taxation virtual course for the Paris Sorbonne University in Dubai LLM program
Event 08 Oct. 2020
Partner Charles Howland speaks at Center for Strategic Policy Innovation’s Clean Growth Incubator Rollout
Event 30 Sep. 2020
Partner Simon Batifort Speaks at the 10th Prague Investment Treaty Arbitration Conference
Client Alert 04 Oct. 2020
U.S. Insight: Update on Virtual Notarization (New York Executive Order 202.7) During the COVID-19 (Coronavirus) Pandemic (Updated: October 4, 2020)
U.S. Insight: Update on Virtual Witnessing (New York Executive Order 202.14) During The COVID-19 (Coronavirus) Pandemic (Updated: October 4, 2020)
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
Commercial and Residential Real Estate
+1 212 696 6000
Article 19 Oct. 2020
Partner Michael S. Schwartz Publishes Article in International Journal on Resiliency in Family Governance