Chris Roman Email & Phone Number

Chris is a trusted adviser in wealth planning and preservation for wealthy individuals and families. His clients include private business owners, families with established wealth, family offices, and principals of private equity and hedge funds.Chris understands the personal nature of estate planning and strives to design plans tailored to each client’s individual needs. To accomplish his clients’ goals, Chris implements a wide variety of estate planning tools both during life and at death. These tools, including irrevocable trusts and family entities, aim to leverage a client’s estate, gift and generation-skipping transfer tax exemptions to transfer wealth in a tax efficient manner that is also protected from creditors.Chris also fixes old estate plans, including the modification of irrevocable trust agreements through decantings and settlement agreements.Chris' experience includes the following:-Serves as lead attorney to devise and implement estate, gift, and GST tax plans for ultra-high and high-net-worth clients.-Serves as the main point of contact for a large family office in all estate planning and trust-related matters, completing projects involving trust mergers and modifications, analysis of potential estate tax exposure, and structuring of intra-family loans.-Designed and implemented profits-interest structure for two family offices, each with assets under management of approximately $400,000,000.-Drafted complex directed trust to receive non-U.S. person’s $250,000,000 gift to daughter who is becoming a U.S. resident and designed funding of the trust.-Led estate administration and estate tax return preparation for patriarch of a wealthy family that included the filing of amended or late gift tax returns for 11 tax years.-Advised private trust companies in connection with entity structure, family governance, and succession.-Counseled international businesses on tax residency, tax planning, and intra-entity capital flows.

Listed skills include Estate Planning, Trusts, Legal Writing, Wills, and 12 others.