N. Todd Angkatavanich

Partner | Greenwich, New Haven, New York

Todd is a partner in the private client and tax team.

He focuses on tax, trusts and estates, and business succession matters for affluent individuals and their families. Todd regularly advises domestic and international families and family offices with respect to creating trust and related business structures to preserve, protect and grow family wealth for multiple generations in a tax efficient manner.

Todd is a frequent speaker on estate planning topics such as Family Limited Partnerships, Business Succession Planning and related Chapter 14 issues. He has given presentations, webinars and teleconferences for various organizations including the Heckerling Estate Planning Institute, the Federal Tax Institute of New England, the ABA Section of Real Property Trust & Estate Law, the Seattle Estate Planning Seminar, Trusts & Estate Magazine, BNA/Tax Management as well as numerous estate planning councils, CPA Societies and professional organizations.

He has been rated AV Preeminent® by Martindale-Hubbell® Peer Review Ratings™. Todd has been quoted in articles that have appeared in Barron’s, Bloomberg Businessweek, The Boston Globe, The Philadelphia Inquirer, The Chicago Tribune, The Miami Herald, Forbes and MSN Money.

Secretary Michele Dewar

‘‘

He has done an extremely good job at becoming a thought leader in areas like planning for hedge fund and private equity principals and revenue code issues. They’re all areas he has published a lot on and is seen as a leader in that area.

Chambers HNW 2016, Connecticut

Admissions

Publications

Memberships

Talks

State of Connecticut, 2006

Registered Foreign Lawyer in the UK, 2007

State of New Jersey, 1993

State of New York, 1995

‘Foreign affairs: A primer on international tax and estate planning (Part 2)’, Bloomberg BNA/Tax Management Estates, Gifts, and Trusts Journal - September 2017, co-author

‘Foreign affairs: A primer on international tax and estate planning (Part 1)’,:“Bloomberg BNA/Tax Management Estates, Gifts, and Trusts Journal - July 2017, co-author”:https://marketing.withersworldwide.com/reaction/emsdocuments/PDFs/Insight/BNA-Tax-Management-Foreign-Affairs-Angkatavanich-Fischer.pdf

American College of Trust and Estates Counsel

Society of Trust and Estate Practitioners

‘The Minefields of Estate Planning and Carried Interest’, Bloomberg BNA Tax & Accounting Podcast, - September 2017, featured speaker

‘Chapter 14: Soup to Nuts’ -- A Practitioner’s Guide Through the Minefield’, ‘Avoiding the Mismatch: Pitfalls and Various Estate Planning Structures’, and ‘Best Practices for Estate Planning Attorneys (Panel Discussion)’, Ohio State Bar Association’s 27th Annual Conference on Wealth Transfer, Columbus, Ohio - June 24, 2016

‘The Global Family: Capital Flows and Wealth Preservation’, Armonk, NY - June 2016

Me in a minute

I have experience working with clients to structure US and international wealth preservation vehicles.

These vehicles include family limited partnerships, grantor retained annuity trusts, sales to intentionally ‘defective’ grantor trusts, foreign grantor trusts, qualified personal residence trusts, buy-sell agreements and preferred freeze partnerships. I also have experience in advising hedge fund and private equity fund professionals with respect to transferring carried interests into multi-generational trusts for the benefit of younger family members in a tax-efficient manner.

Education


Languages


  • English

Dates


Joined

2005
Partner

2007

Recognition


Greenwich

1700 East Putnam Avenue,

Suite 400,

CT 06870-1366

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New Haven

157 Church Street,

CT 06510-2100

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New York

430 Park Avenue,

10th Floor,

NY 10022-3505

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Regularly works with...