Event 23 Aug. 2023
Partner Borzu Sabahi Speaks at the 52nd IDRI Professional Accreditation & Membership Programme
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Event 14 Oct. 2022
Curtis Provides Capacity Training to the Government of Uganda
Event 18 Aug. 2023
Partner Borzu Sabahi Speaks at FDI Moot Shenzhen
News 25 Jul. 2023
Partner Eric Gilioli Ranked in Top 10 Influential Energy & Natural Resources Lawyers in Kazakhstan in Business Today
Article 22 Aug. 2023
Fuad Zarbiyev Publishes Article in Journal of International Economic Law
Client Alert 14 Aug. 2023
The EU’s Market in Crypto Assets (MiCA) Regulation: The Highlights
Event 22 Aug. 2023
Partner Dr. Claudia Frutos-Peterson to Speak at Arbitration and ADR Commission of the ICC Mexico
Event 11 Jul. 2023
Partner Elisa Botero Speaks on the Role of the ICC in Investment Disputes
News 15 Aug. 2023
Legal Reader Publishes Article on Dr. Majed Alotaibi’s Arrival as Senior Counsel in Curtis’ Riyadh Office
News 31 Jul. 2023
Curtis Welcomes Senior Saudi Advisor, Dr. Majed Alotaibi, to its Riyadh Office
News 24 Aug. 2023
Curtis Attorneys Quoted in CoinDesk on FTX Founder Sam Bankman-Fried’s Strategy Ahead of His Criminal Trial
News 06 Mar. 2023
Russia Sanctions at the First Anniversary: An Overview of Current Sanctions in the US, UK, and EU and How Global Companies Can Navigate Evolving and Conflicting Sanctions Regimes
Client Alert 30 Aug. 2022
The EU Adopts the “Maintenance and Alignment” Sanctions Package
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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