Chris Philpott Email & Phone Number

Reno, Nv, Us

Reno, Nv, Us

New York, New York

Prepared a high volume of estate planning documents, including accountings, release and settlement agreements, and formal documents for probate and contested Surrogate's Court proceedings. Reviewed and organized family tree and evidentiary documents to support kinship proceedings.

New York, New York

Represented high-net-worth individuals on income and transfer tax planning, asset protection planning, trust administration, and charitable giving matters. Prepared guaranty agreements, trust modification documents, and investment advisory agreements. Assisted with preparation of a large charitable donation to notable New York City museum. Conducted legal research to update a manual on U.S. transfer tax law changes.

Philadelphia, Pennsylvania

Counseled ultra and high-net-worth individuals and families on U.S. and international income and transfer tax planning. Prepared a PowerPoint presentation for a closely held business succession plan of a social welfare organization. Prepared loan documents and LLC member consents for trusts owning various commercial real estate interests. Prepared and filed a multi-million dollar claim against an estate involving a guaranty agreement. Advised on laws governing donations to donor-advised funds and on estate administration matters in New York and Pennsylvania. Reviewed gift tax returns and collaborated closely with French counsel to prepare and execute transfer documents for a gift of non-U.S. stock to U.S.-sitused trusts. Assisted the firm’s Litigation Department with discovery for a case involving the existence of an oral trust. Managed pro bono matters to secure disability insurance coverage for a low-income minor and prepared formation documents to create a private foundation.

New York, New York

Routinely served as a witness and collaborated closely with the firm’s Trusts and Estates Department Chair to help clients execute estate planning documents during Covid. Prepared trust modification documents and decanting documents, and probate and administration court documents for proceedings in New York, New Jersey, and Connecticut. Conducted legal research on income and transfer tax laws. Assisted in the dissolution of a private foundation.

New York, New York

Drafted various estate planning documents for ultra and high-net-worth individuals and families. Conducted legal research on U.S. transfer tax and income tax laws, international inbound and outbound tax laws, and charitable giving tax laws. Assisted with estate and trust administration and probate proceedings of U.S. and international estates, and prepared a formal accounting of a complex international estate.

Atlanta, Georgia

Collaborated with German and U.S. attorneys to implement a comprehensive compliance and risk management system in the wake of the Volkswagen diesel case. Responsible to update and maintain various corporate documents, minute books, and securitization documents. Reviewed commercial contracts and insurance coverage for corporate entities. Assisted with development and implementation of anti-corruption training to company and affiliate employees.

Master Of Laws - Ll.M., Taxation

Doctor Of Law (J.D.)

Emory Bankruptcy Developments Journal, Editor

Bachelor Of Arts - Ba, Communication

Full Athletic Football Scholarship, Four-year starter, and letterman; Capital One CoSIDA Academic All-American; All-District Team; Big.