Professional Experience
Partner
Weil, Gotshal & Manges LLP
Current
Current
Morgan Stanley/Glick Consortium through its Bid Vehicle, Songbird Acquisition Acquisition of Canary Wharf Group plc Represented the Morgan Stanley/Simon Glick consortium through its bid vehicle, Songbird Acquisition Limited, in its successful $8.6 billion contested public tender offer for Canary Wharf Group plc. more
Current
Atkins Nutritionals, Inc. Sale of Atkins Nutritionals, Inc. Represented Atkins Nutritionals, Inc. in its $785 million sale to Parthenon Capital Inc. and Goldman Sachs Capital Partners.
Education
New York University
LL.M.
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New York University
J.D.
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George Washington University
B.A.
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Publications
Speaking Engagements
The Estate Planning Council of New York City, Inc., "Basic Estate Planning for Non-U.S. Persons with Foreign Connections." (New York, NY, May 17, 2002)
Basic Estate Planning for Non-U.S. Persons & U.S. Person with Foreign Connections (New York, May 17, 2002)
The Estate Planning Council of New York City, Inc., "Basic Estate Planning for Non-U.S. Persons with Foreign Connections." (New York, NY, May 17, 2002)
Planning with Foreign Trusts (California, April 25, 2002)
Reforming Estate Planning Documents (California, February 27, 2002)
Fix-ups for Estate Planning Documents (California, February 27, 2002)
U.S. Taxation of Foreign Trust, Trust with Non-U.S. Grantors and their U.S. Beneficiaries (Miami, January 07, 2002)
International Estate Planning: Strategies & Techniques for Maximum Advantage, "Foreign Non-Grantor Trusts." Sponsored by Practising Law Institute. (New York, NY, June 13, 2001)
Charitable Giving Techniques, "Charitable Lead Trusts." Sponsored by ALI/ABA. (San Francisco, CA, May 31, 2001)
ACTEC State Meeting, "Designing and Drafting Issues of GRATs and their Use in Facilitating Transfer Tax Discounts." Sponsored by ACTEC. (Syracuse, NY, May 11, 2001)
12th Annual Estate Planning Symposium, "Planning for the Family Home." Sponsored by ABA - Section of Real Property, Probate and Trust Law. (Arlington, VA, April 26, 2001)
"The Charitable Lead Trusts - Estate Planning for the Philanthropic Optimist." Sponsored by Boston Foundation. (Boston, March 27, 2001)
Valuation, Taxation & Planning Techniques for Sophisticated Estates, "Planning for GRATs and QPRTs." Sponsored by Practising Law Institute. (New York, NY, February 22, 2001)
Advanced Estate Planning Study Group, "Divorce and Taxes." Sponsored by NYU School of Continuing Professional Studies. (New York, NY, February 22, 2001)
Practicing New York Family Law in the New Millennium; Recent Development, "Tax Planning for Marital Dissolution." Sponsored by New York Law Journal. (New York, NY, November 09, 1999)
Working with GRAT: Advanced Planning Strategies (New York, October 24, 2003)
GRAT Update (New York, October 20, 2003) Trusts & Estates -- 2003 Wealth Management Conference -- Advanced Wealth Management Strategies for Estate Planning Professionals.
The Impact of Hackl on the Treatment of Gifts of Interests in Closely Held Entities as Future Interest Gifts (Washington, DC, September 25, 2003)
Formula Valuation Clauses After McCord (Chicago, September 11, 2003)
Formula Gifting Techniques (Arizona, June 12, 2003)
MetLife Enterprise Advance Sales Idea Exchange (Newark, June 09, 2003)
Foreign & Non-Grantor Trusts (New York, June 04, 2003)
The Estate Planner's Changing Environment (Los Angels, May 17, 2003)
The Estate Planner's Changing Environment (Los Angeles, CA, May 17, 2003)
International Estate Planning (Washington DC, May 09, 2003)
"US Taxation of Foreign Non-US Grantors and their US Beneficiaries," American Law Institute, American Bar Association. (Boston, October 03, 2002)
"Turbo-Charging the Charitable Lead Annuity limited Partnership Interests," Blythdale Children's Hospital Planned Giving Committee. (Valhalla, NY, September 26, 2002)
"Reducing Estate Planning Risks in Uncertain GRATs and QPRTs," Baltimore Estate Planning. (Baltimore, September 25, 2002)
"Estate Tax Repeal," Florida Fellows (Florida, September 13, 2002)
The Rochester Area Community Foundation, "The Charitable Lead Trusts-Estate Planning For the Philanthropic Optimist." (Rochester, NY, June 21, 2002)
The Charitable Lead Trusts-Estate Planning for the Philanthropic Optimist (New York, June 21, 2002)
International Tax & Estate Planning 2002: Strategies for Techniques for Maximum Advantage, "Foreign Non-Grantor Trusts." Sponsored by PLI. (New York, NY, June 12, 2002)
U.S. Taxation of Foreign trusts with Non-U.S. Grantors and their Beneficiaires (New York, June 12, 2002)
Planning for GRATS and QPRTs (California, June 01, 2002)
12th Annual American Law Institute-American Bar Association (ALI-ABA) Course of Study (Boston, May 31, 2002)
12th Annual American Law Institute-American Bar Association (ALI-ABA) Course of Study, "The Charitable Lead Trusts-Estate Planning For The Philanthropic Optimist." (Boston, May 31, 2002)
The Charitable Lead Trusts-Estate Planning For the Philanthropic Optimist (Boston, May 31, 2002)
Websites & Blogs
Website
Website
Contact & Map
767 5th Ave
New York, NY 10022
Telephone: (212) 310-8136
Fax: (212) 310-8007
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