David H. Gershel

Associate | New York

David is an associate in the private client and tax team.

He counsels high-net-worth individuals, multi-jurisdictional families, closely-held businesses, and fiduciaries on U.S. and international tax, wealth management, estate, trust, succession and asset protection planning. This often includes strategic planning related to income and transfer taxation, U.S. and non-U.S. trusts, tax-efficient, cross-border investment structures, pre-immigration planning, tax reporting and regularization and general global tax efficiency and achieving non-tax goals. He previously worked in the international tax and wealth planning group of an international law firm based in Zurich.

Secretary Rosa Marrero

Admissions

Publications

Memberships

Talks

New Jersey, 2012

New York, 2013

STEP NY IRS Comment Letter,’ STEP NY - July 13, 2020, co-author

‘The benefit of the use of trusts in pre-immigration tax planning for Brazilians moving to and from the United States,’ Estudos de Tributação Internacional – Volume 3, Livraria e Editora Lumen Juris Ltda., Daniel Vieira de Biasi Cordeiro, Edgar Santos Gomes, Flavia Cavalcanti Pepe e Gustavo Teixeira Godoy, chapter author

‘A maze with little guidance,’ STEP Journal – February 2018, co-author

Society of Trusts and Estates Practitioners (STEP)

‘Cross Border Webinar: Pre-Immigration Tax-Planning Best Practices,’ Merrill Lynch Cross-Border Webinar Series - September 17, 2020, presenter

‘Cross Border Webinar: Why Pre-Immigration Tax Planning?’ Merrill Lynch Cross-Border Webinar Series - September 10, 2020, presenter

US Immigration: Latest updates and how it affects your plans’_ Webinar with Proxy Financial and Withersworldwide - July 30, 2020, co-presenter

Education


Languages


  • English
  • Portuguese

Dates


Joined

2019

New York

430 Park Avenue,

10th Floor,

NY 10022-3505

View Office

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