Private Client Services

Through our technical skill, creativity and integrity, we have built one of the nation’s most vibrant and respected private client services teams. Our success is demonstrated by intense client loyalty spanning generations and branches of families.

Drawing upon the resources of our real estate, corporate, tax, ERISA and litigation groups, our team provides clients with creative solutions to the frequently complex matters that arise in this area. As a full-service team, we help clients design estate plans that dispose of assets in a tax-efficient manner, coordinate intergenerational estate planning for family groups, develop succession plans for family-owned businesses, administer trusts, estates, family offices and not-for-profits, prepare estate tax returns and defend estate and gift tax audits and litigate trust and estate disputes.

We excel in overlaying estate planning on business planning for owners of family-controlled entities, with a particular focus on real estate and private fund management. We are also well-regarded for our international estate planning work, regularly advising on cross-border estate planning and administration matters. As recognized nationwide thought leaders, members of our group have made major contributions to the advancement of trusts and estate practice.

Back To Service

News

Back To Service

Publications

Back To Service

Events

Back To Service

Lawyers In This Group


NAME TITLE OFFICE
Etta Brandman Special Counsel New York

Etta Brandman
Special Counsel
New York

Mayer Greenberg Partner New York

Mayer Greenberg
Partner
New York

Shifra Herzberg Special Counsel New York

Shifra Herzberg
Special Counsel
New York

Shaina S. Kamen Associate New York

Shaina S. Kamen
Associate
New York

Bradley Kulman Partner New York

Bradley Kulman
Partner
New York

Mark A. Levy Of Counsel New York

Mark A. Levy
Of Counsel
New York

Daniel Martinez Associate Miami

Daniel Martinez
Associate
Miami

Kevin Matz Partner New York

Kevin Matz
Partner
New York

Patrick S. Menasco Partner Washington, DC
New York

Patrick S. Menasco
Partner
Washington, DC
New York

Bibek R. Pandey Associate Washington, DC

Bibek R. Pandey
Associate
Washington, DC

Anita S. Rosenbloom Partner New York

Anita S. Rosenbloom
Partner
New York

Jay J. Scharf Associate New York

Jay J. Scharf
Associate
New York

Sharon B. Soloff Special Counsel New York

Sharon B. Soloff
Special Counsel
New York

Ronald J. Stein Of Counsel New York

Ronald J. Stein
Of Counsel
New York

Kathryn E. Trinh Associate New York

Kathryn E. Trinh
Associate
New York

Tamar D. Warburg Associate New York

Tamar D. Warburg
Associate
New York

Kadeen L. Wong Associate New York

Kadeen L. Wong
Associate
New York