We advise our domestic and international clients on a broad spectrum of legal needs, including: estate and tax planning; business succession issues; litigated Surrogate's Court cases; trust and estate administration; lifetime transfers of wealth; and private foundations. We handle many of our clients' tax issues, including controversies with the Internal Revenue Service and other taxing authorities.
Personal representation partner Alan Halperin presented the New York City Bar Association's 2016 Mortimer H. Hess Memorial Lecture. Alan's lecture and the accompanying article, co-authored by personal representation associate Zoey Orol and titled "Modern Variations on an Ancient Theme: Fundamental Changes in Trust Law," addressed the recent developments dramatically reshaping trust principles, such as trust protectors, directed trusts, decanting, trust reformation, quiet trusts and self-settled asset protection trusts. The event, which is held annually, took place on May 23 in New York City.