Withers Worldwide

• Education: Syracuse University, B.A. • University of Connecticut School of Law with high honors, J.D.
• Admitted: State of CT, 1988 • Registered Foreign Lawyer in the UK, 2002 • State of NY, 2003 • Washington D.C., 2004 • Commonwealth of MA, 2007
• Year joined: 1991
• Year became partner: 1998

Overview

Ed focuses on personal estate planning. In that arena, he provides legal advice on personal estate planning, FLP and LLC planning, wealth preservation, business succession planning, non-qualified deferred compensation planning, income tax planning and estate administration.

A large part of his practice focuses on estate planning for hedge fund and private equity principals. Ed is a frequent speaker on this topic and has co-authored several books on wealth preservation and estate planning for individuals in the alternative asset community.

Ed is admitted to practice in the United States Tax Court.

Publications and speaking engagements

• Co-Author with Todd Angkatavanich, "The Resurrection - How Holman Revived Section 2703 Arguments - long thought dead and buried - to defeat a family limited partnership," Trusts and Estates Magazine, October 2008.  
• Co-Author of "Protecting the Family Fortune," published 2008 by Campden Media. 
• Co-Author "Sharing the Wealth," Private Wealth Magazine, June/July 2008. 
• Co-Author "Passing the Baton-Succession Planning Among Ultra-High-Net-Worth Family Businesses," Families in Business, October 2007. 
• Co-Author "Section 2703-Keeping Buy/Sell Agreements Intact for Estate Planning and Succession Planning of Family Owned Businesses," Insights Magazine, Autumn 2007.
• Co-Author "Beneficiary Withdrawal Powers in Grantor Trusts-A       Crumm(e)y Idea?" Estate Planning, October 2007.
• Author of 'Eye of the Beholder,' Private Wealth, August-September 2007.
• Author of "Freeze Frame," Private Wealth, June-July 2007.
• Co-Author of "Intelligent Estate Planning for the Contractor The Business," Construction Accounting and Taxation, March/April 2007.
• Co-Author of "Fortune’s Fortress A Primer on Wealth Preservation for Hedge Fund Professionals," MARHedge Publication, 2007.
• Co-Author of "Defective Thinking," Financial Advisor Magazine, November 2006.
• Co-Author of "Intelligent Estate Planning for the Contractor The Client Picture," Construction Accounting and Taxation, October 2006.
• Co-Author of "Sabotaged Don’t Let a Buy-Sell Agreement Blow Up an Estate Plan," Trusts & Estates Magazine, April 2006.
• Co-Author of "Estate Planning for the Contractor," Construction, Accounting and Taxation, April 2006.
• Co-Author of "Advanced Estate Planning," Wealth Preservation for Physicians, January 2006.
• Presenter, "Wealth Planning for Hedge Fund Managers," MARHedge World Wealth Summit, Bermuda, October 2006.
• Presenter, "Family Offices and Trusts Tax Efficient Cross-Border Planning," World Offshore Convention 2005, Puerto Rico, October 2005.
• Co-Presenter, "Succession Planning for Family Offices," Family Office Business Operations, New York, July 2005.

Memberships

• Connecticut Bar Association
• American Bar Association
• New York Bar Association
• District of Columbia Bar Association
• Society of Trust and Estate Practitioners (STEP)
• Member, Financial Planning Association

On a personal note

Edward is married with three children.