Individual, estate, gift and trust tax planning/administration and tax compliance for one of the top 20 wealthiest families in the country (per Forbes Magazine). Work closely with team of internal and external advisers to provide tax efficient estate and financial planning in connection with closely-held business. Oversight of Single Family Office, Treasury and Corporate Finance to execute and administer sophisticated estate planning structures for ultra high net worth family with operating businesses. Specialize in relationship building with multi-generational family, business succession planning, post-mortem tax planning, generation-skipping transfer tax planning, trust administration, GRAT administration with closely-held business, estate and gift tax returns, and fiduciary income tax returns.

Estate, gift, gst and trust tax consultant at PricewaterhouseCoopers LLP in New York City. Non-practicing attorney with focus on estate and gift planning for ultra high net worth individuals. PwC foreign trust subject matter expert. Extensive experience with submissions to the Offshore Voluntary Disclosure Initiative; multi-jurisdictional and cross-border planning. Additional expertise in electing small business trusts. High premium on providing sophisticated tax planning for the transfer of wealth.Substantial experience in foreign trust arena, inbound and outbound individual planning, expatriation planning and compliance, fiduciary income tax compliance, estate, gift and generation-skipping transfer tax planning and compliance.Client profile includes hedge fund and private equity managers, closely held business owners, inherited wealth.

Trusts and Estate Associate