Insight
External publications
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'Here Are the 21 People to Know When Starting a Family Office,' Business Insider - July 13, 2021, quoted
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''Life and law go on': How attorneys are working through New York City's lockdown,' Spear's - May 12, 2020, quoted
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'Heirs of Ultra-Wealthy Can Profit Even When Markets Plunge,' - March 6, 2020, quoted
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'Update on Connecticut estate and gift tax exemptions for 2019,' Withers article - February 15, 2019, quoted
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'Family Offices: Business, Not Personal,' Wealthmanagement.com - June 11, 2018, quoted
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'A Tax World Turned Upside Down For The Rich,' Financial Advisor Magazine - June 8, 2018, quoted
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'How the New Federal and New York Estate Tax Exemption Could Affect Your Estate Plan,' Withers article - January 2018, co-author
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'How the New Federal and Connecticut Estate and Gift Tax Exemption Could Affect Your Estate Plan,' article - January 2018, co-author
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'Carried Interest Wealth Planning for the Global Fund Manager: An Introduction to Carry Planning and Implications in the International Context', Bloomberg BNA Tax Management Estates, Gift and Trust Journal, August 2016
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'Tread Carefully', STEP Journal, May 2015, co-author
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'Unique Wealth Transfer Planning Opportunities for Fund Professionals in 2011 and 2012', Greenwich, CT, May 2011
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'An alternative to the vertical slice', Private Asset Management, April 2011
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'Non-Vertical Carried Interest Transfer Planning An Alternative to the Vertical Slice', Private Asset Management, March 2011
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'UBIT Issues in Investment Partnerships What Tax-Exempt Investors (and Their Taxable Partners) Should Know', Tax Planning for Domestic and Foreign Partnership, LLCs, Joint Ventures and Other Strategic Alliances, Practising Law Institute, 2004-2011
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'Going Non-Vertical with Fund Interests - Creative Carried Interest Transfer Planning When The 'Vertical Slice' Won't Cut It', Trusts and Estates Magazine, November 2010.
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'Economic Turmoil Creates Unprecedented Planning Opportunities for Principals of Investment Funds', Withers Bergman LLP Briefing Notes, January 2009
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'A Tale of Two Systems', Legal Week, March 2005