John advises high-net-worth clients on a full range of wealth management issues, including the preparation of wills, revocable trusts, spousal lifetime access trusts, grantor retained annuity trusts, life insurance trusts, qualified personal residence trusts, and domestic asset protection trusts, as well as regarding “decanting” existing trusts. He also represents beneficiaries and fiduciaries in connection with trust and estate administrations, and regarding trust and estate litigation.
John has a particular niche in advising artists and collectors on estate planning, and is well versed in the nuances of the art market often overlooked by the IRS when valuing art. John’s expertise stems from his personal experience as an avid art collector and patron. He serves on the board of a non-profit art gallery, is on the steering committee of the Contemporary Arts Council at the Parrish Museum, and is an active member of the Contemporaries at the Whitney Museum, the Junior Associates at MoMA, the Junior Council at the Neue Galerie, and the Junior Council of the American Ballet Theatre. He is engaged with the creative community in, and around, New York City and focuses his pro bono work on preparing estate planning documents for low-income artists.
John frequently lectures on estate planning topics, such as gift planning for §1202 Qualified Small Business Stock, elective share litigation, income tax aspects of estate planning, international estate planning, options for illiquid estates with significant estate tax liabilities, estate planning for artists and collectors, and proposed legislative and regulatory actions that would affect estate planning.
New York
New Jersey
Connecticut
Florida
LL.M. in Taxation, New York University School of Law, 2010
J.D., Fordham University School of Law, 2008
B.A., Washington & Lee University, 2005
John advises high-net-worth clients on a full range of wealth management issues, including the preparation of wills, revocable trusts, spousal lifetime access trusts, grantor retained annuity trusts, life insurance trusts, qualified personal residence trusts, and domestic asset protection trusts, as well as regarding “decanting” existing trusts. He also represents beneficiaries and fiduciaries in connection with trust and estate administrations, and regarding trust and estate litigation.
John has a particular niche in advising artists and collectors on estate planning, and is well versed in the nuances of the art market often overlooked by the IRS when valuing art. John’s expertise stems from his personal experience as an avid art collector and patron. He serves on the board of a non-profit art gallery, is on the steering committee of the Contemporary Arts Council at the Parrish Museum, and is an active member of the Contemporaries at the Whitney Museum, the Junior Associates at MoMA, the Junior Council at the Neue Galerie, and the Junior Council of the American Ballet Theatre. He is engaged with the creative community in, and around, New York City and focuses his pro bono work on preparing estate planning documents for low-income artists.
John frequently lectures on estate planning topics, such as gift planning for §1202 Qualified Small Business Stock, elective share litigation, income tax aspects of estate planning, international estate planning, options for illiquid estates with significant estate tax liabilities, estate planning for artists and collectors, and proposed legislative and regulatory actions that would affect estate planning.
New York
New Jersey
Connecticut
Florida
LL.M. in Taxation, New York University School of Law, 2010
J.D., Fordham University School of Law, 2008
B.A., Washington & Lee University, 2005
