USA Trends and Developments
Trends and Developments Contributed by: Rebecca O’Toole, Julie Sirlin Pleshivoy and William Keenen Greenberg Traurig, LLP Greenberg Traurig, LLP has a private wealth services team consisting of more than 40 attorneys in more than ten offices nationally including Florida, New York, California, Texas and Illinois. The team pro - vides comprehensive private wealth services tailored to families, fiduciaries, entrepreneurs and family of - fices, including estate and tax planning, trust and es - tate administration, trust and estate litigation, family business succession planning, charitable planning,
private trust company structures, family office forma - tion, and federal, state and local tax controversy sup - port. Greenberg Traurig’s clients include first-gener - ation entrepreneurs; hedge fund and private equity fund founders; multi-generational ultra high net worth families across a range of industries, including manu - facturing, food services, hospitality, logistics, and real estate development; trust beneficiaries; corporate trustees; private trust companies; and family offices.
Authors
Rebecca O’Toole focuses on all aspects of estate, income, gift and generation-skipping tax planning for high net worth families and individuals. She guides families and individuals through all stages of
Julie Sirlin Pleshivoy advises high net worth families, family offices and entrepreneurs on the full spectrum of wealth transfer and tax planning. Combining sophisticated tax knowledge with a background in
estate planning, from design to implementation, and works diligently to help clients create a plan that meets all of their tax and non-tax objectives. Rebecca’s practice at Greenberg Traurig also involves virtually all aspects of estate and trust administration, sophisticated trust modification and migration strategies, and helping clients achieve their philanthropic objectives through charitable planning.
investment management, she develops estate plans that safeguard family assets and support smooth transitions across generations. Leveraging her experience and an LLM in Federal Income Taxation, Julie brings to her practice at Greenberg Traurig a distinctive financial perspective to structuring business ventures, succession plans and fiduciary arrangements. She also has substantial experience with the US tax consequences of international assets and advises non‑US citizens and global families on strategies to reduce exposure to income, estate and gift taxes.
William Keenen is chair of the Miami private wealth services practice at Greenberg Traurig. He focuses his practice primarily on estate planning for high net worth and ultra high net worth individuals and their families.
William works with entrepreneurs, private equity fund principals and managers and other business owners and executives to pursue their multi- generational wealth transfer objectives. He routinely advises clients relocating from high income tax jurisdictions within the United States and clients in the sports and entertainment sectors concerning their estate planning needs. William prepares wills, trusts and other instruments and, where appropriate, designs sophisticated estate planning structures, including in the cross-border context.
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