Edward Vergara
Partner
- Education: New College of Florida, B.A. • Georgetown University Law Center, J.D. • New York University School of Law, LL.M.
- Admitted: State of NY, 2002 • State of CT, 2008 • Registered Foreign Lawyer in the UK, 2010
- Languages spoken: Spanish
- Year joined: 2008
- Year became partner: 2010
Overview
Ed advises U.S. and multi-national individuals making domestic and international investment and succession planning decisions. Ed has extensive experience advising on U.S. inbound and outbound investments, individuals migrating into or out of the United States, U.S. beneficiaries of foreign trusts and foundations, and fiduciaries managing foreign structures for the benefit of U.S. persons. Ed also works with the principals of hedge funds and private equity funds on a variety of matters, including advising on fund structures that satisfy investor demands while advancing important tax and estate planning goals of the principals.
Ed is admitted to the United States Court of Federal Claims.
Publications and speaking engagements
- Co-author of "The Advantages of Pooling Angel Investments," Family Wealth Report, December 2011.
- Presentation, "Pre-Immigration Tax Planning," HLB Estate and Trust Tax Services Group, September 2011.
- Presentation, "Gifting Fund Management Fees and Carried Interest Incentives," Stout Risius Ross Presentation, May 2011.
- "Preferred Partnership Freezes," Trusts and Estates Magazine, May 2011.
- "Death in the Soy Field Down Under: Inheritance and Gift Tax in Argentina's Buenos Aires Province," The Journal of Wealth Management, Summer 2011.
- Presentation, "Basics of International Taxation," ABA International Law Section 2010 Spring Meeting, April 2010.
- "The FLP Quadrilogy," Trusts and Estates Magazine, December 2009.
- "Special Report: The International Practice - Gift Tax Cost Depends On Form And Substance," Trusts and Estates Magazine, November 2009.
- Presentations, "Tax and Estate Planning Updates," at Connecticut CPE Seminars, Norwalk and Hamden, CT, June 2009.
- "Taking Stock (of Your Stock)-The Importance of Business Succession Planning." Exit Planning Newsletter, June 2009.
- Presentation, "Basics of International Taxation," New York State Bar Association First Annual Fundamentals of International Practice, April 2009.
- "Managing Risk," Wealth Manager Magazine, January 2009.
Memberships
New York State Bar Association
On a personal note
Ed enjoys listening to jazz and playing tennis.