Jennifer Jordan McCall

+1.650.233.4020

Jennifer Jordan McCall

Partner  |  Pillsbury Law
JURISDICTION

United States (CA, FL, NY)

TOP AREAS OF EXPERTISE

Estates, Trusts & Tax Planning
Private Wealth

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

There have been several highlights -growing our trusts and estates department at Pillsbury, including substantial revenue increase and addition of strong personnel, winning three trust and estates litigation proceedings simultaneously in California courts, advising on dozens of trusts at year end to save federal and state estate and income taxes and to take advantage of current high exemptions with sophisticated and cutting edge planning.

How did you get into private client?

My father was a trust and estates attorney for approximately 60 years; he served as a wonderful mentor. He worked at Cravath and Cadwalader and was second in his class at Harvard Law School. He was instrumental in breaking the Japanese Co. during WWII. Similarly, I have always loved math – I went to Princeton to major in math and I love tax law. It must be genetic.

What advice would you give rising stars/new lawyers in the private client world?

There are no shortcuts. Every case must be handled extremely carefully, as this is highly technical. Double check your work and talk to your colleagues to develop innovative and correct tax strategies. Be patient with your clients, as their needs are highly personal and sensitive. If you follow these steps, you should develop a strong practice.

What is your favourite quote?

“The people who say it cannot be done should get out of the way of the people who are doing it.”

Do you have any outside interests or hobbies?

I love to make ceramics on the wheel – I actually had a Fulbright grant to make Ceramics in Copenhagen, Denmark after Princeton. I still have a studio. I also love to play golf – my favorite golf course is Royal County Down in Northern Ireland.

When the restaurants reopen, where would you like to go?

Café Benoit in Paris.

Where have you seen growth in your practice over the last year?

The international environment involving tax regulations and recent changes to US tax law. Some of the rules that have led to growth include: new controlled foreign corporation constructive ownership rules; GILTI, CRS, FATCA, and repeal of the 30-day rule.

What is the main area of growth you predict for the next 12 months?

Generation Skipping Tax (GST). With the new administration in the US, federal GST exemptions are likely to go down. They are at historic highs at present. The current GST exemption can exempt assets in a trust for an unlimited number of generations, however, to take advantage of that, clients would need to set up a trust in a jurisdiction that allows for long term trusts such as WY or DE. Currently, the limitation of the deduction is causing more high-net worth clients to relocate to FL and to use a FL resident as trustee of very large trusts, greatly increasing our FL business.

Can you identify any new areas you have developed within your practice to further benefit your clients?

We have recently been coordinating more formally with our partners on Pillsbury’s award-winning Litigation team. Our team has successfully resolved conflicts, in trial and out of court, at home and in jurisdictions around the globe. Our team focuses on the various litigation-related needs of ultra-high-net-worth individuals, families and family offices bringing a seamless and holistic legal approach to resolving unique disputes and creating tailored solutions for our clients.


Scott Rahn

+1 (424) 320-9440

Scott Rahn

Founder & Co-managing Partner  |  RMO Lawyers
JURISDICTION

United States (CA, KS, MO, FL)

TOP 3 AREAS OF EXPERTISE

Trust and probate litigation
Trust and probate administration
Conservatorships
Financial elder abuse litigation

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Despite the current global tumult, over the past 12 months we have been able to expand our practice regionally and nationally, which allows us to help more people with their contentious trust, probate and conservatorship matters.

How did you get into private client?

Luck, really. I was a young lawyer working in a financial services litigation boutique (with no trusts and probate group) and one of our clients was sued in probate court. Probate court was “weird,” the “wild west.” It had it’s “own rules,” but I was “smart” and could “figure out it out.” When I showed up in court and saw how small, collegial and sophisticated the bar was I was smitten. I steered my career toward this space, joining Foley & Lardner’s Los Angeles office trusts and probate group as lead litigator, later becoming partner at Greenberg Traurig, before opening RMO LLP in 2015.

What advice would you give rising stars/new lawyers in the private client world?

What we do matters. It matters to the people we represent, their families, and legacies. Don’t be afraid to be vulnerable and empathetic, human, with clients, all of whom are struggling with a compromised or deceased loved one, but understand that they also need us to be bluntly honest with them about the relative strengths and weaknesses of their situation. Failing to set an emotional client’s expectations early and often will only lead to problems later. Don’t put yourself or your client in that position.

What is your favourite quote?

“Sometimes it takes years for a person to become an overnight success.“ – Prince

Do you have any outside interests or hobbies?

Family, travel, cycling, golf, sports (Chelsea FC, LAFC, Packers, Dodgers, Lakers), and vintage cars.

When the restaurants reopen, where would you like to go?

Capo on Ocean in Santa Monica, sitting at the bar, sipping a dirty martini, watching time stand still over the delectable sweet corn ravioli and rich steak Florentine cooked on the wood burning grill, topped off with a small vin santo or amaro. Heaven.

What do you think will be the biggest three challenges in your practice for the next 12 months?

The delay in scheduling trials. We are trial lawyers and enjoy the advantages we are able to bring to our clients’ cases as a result, but with trials being scheduled years out that leverage is not as meaningful currently.

What advice would you give to your younger self?

Stay the course. It’s going to be great!

What are three top tips for dealing with your clients remotely?

1) Be human, compassionate, engaged, and honest.
2) Explain the advantages technologies emerging from the pandemic offer and how we are using them to reduce costs and expedite results.
3) Build in time to talk through the experience of using technologies with which clients may not be familiar or comfortable.


Todd Martin Beutler

+1 702 695 1471

Todd Martin Beutler

Managing Partner  |  BMT Law Group
JURISDICTION

United States
- New York
- Ohio
- Florida
- Illinois
- Oregon

TOP 3 AREAS OF EXPERTISE

International tax and trusts
Succession planning
Dispute resolution

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

In a 7-year legal battle in California, successfully defending the individual trustee chosen by the deceased settlor against multiple malpractice claims over a period of years, and through a successful appeal overturning an erroneous trustee removal with the court upholding the pro-settlor legal principle that a settlor-selected trustee cannot be removed by beneficiaries based on their hostility to the trustee who, inter alia, enforced the settlor’s distribution requirements and limitations against the beneficiaries.

What advice would you give rising stars/new lawyers in the private client world?

Seek out mentors in and outside the trusts and estates field, gain experience in complimentary areas of the law, understand your client’s business and personal goals, and provide practical advice that solves problems and doesn’t just identify them – thereby becoming a trusted advisor to your client.

What is your favourite quote?

"Laws control the lesser man... Right conduct controls the greater one.” Mark Twain

Where have you seen growth in your practice over the last year?

During COVID, I have seen growth in family office / family governance matters. Also, the US election has triggered many US tax-driven queries.

What advice would you give to your younger self?

In hindsight, I would tell my younger self to arrange remote workspace for a couple months at a time in locations like Tuscany, The Cayman Islands, Hawaii, etc, so I could combine working remotely with the unique opportunity to spend time somewhere out of the ordinary business travel for an American based in Asia.

What are three top tips for dealing with your clients remotely?

Working remotely has certainly led to an increase in utilization of Zoom and other video conferencing for most communications. Many clients still hope for in-person meetings but there has been no downturn in the practice. In fact, it was one of the busiest years ever.


Arthur Dichter

+13059608876

Arthur Dichter

Director of International Tax Services  |  Berkowitz Pollack Brant Advisors and Accountants
JURISDICTIONS QUALIFIED IN

Florida

RECOMMENDED SPECIALISMS

Accountancy Firm


Alfred Bunge

Alfred Bunge

Managing Director  |  JP Morgan
JURISDICTIONS QUALIFIED IN

Florida

RECOMMENDED SPECIALISMS

Private Banker


Andrew Weinstein

+13057897755

Andrew Weinstein

Senior Partner  |  Holland & Knight
JURISDICTIONS QUALIFIED IN

United States
- Pennsylvania
- Florida
- New York

TOP AREAS OF EXPERTISE

Tax disputes
Tax litigation
International private client planning

Q&A

What has been the highlight of your practice over the past 12 months?

Cross border private client matters

How did you get into private client?

Experience.

What advice would you give rising stars/new lawyers in the private client world?

Understand your client's business and investment affairs and objectives, provide hands-on guidance on a consistent basis, timely return their communications, act as a consigliere and not as someone who knows it all.

Do you have any outside interests or hobbies?

Golf and teaching.


Hal J. Webb

+1 305 350 7278

Hal J. Webb

Partner  |  Bilzin Sumberg
JURISDICTIONS QUALIFIED IN

United States (FL)

TOP AREAS OF EXPERTISE

Personal and estate planning
Asset holding structures
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

We recently had an amazing outcome for a European couple who started a business many years ago and received poor advice when forming their business. In trying to exit that business, we were able to restructure how the company was constituted with the IRS’s blessing in advance. We saved them $75m- $100m in income tax. Two large law firms prior to coming to us told them that their case was impossible!

How did you get into private client?

When I was in college, I decided I did not want to be an accountant. I went to law school knowing that I wanted to specialise in tax. I then did a Masters in tax law. I wanted to deal with people’s personal wealth versus corporate. When I first started, I was 1 of 5 people under 40 doing significant international private client work in the mid 1990s – I got rather lucky getting the job! I had an opportunity with the laws just being enacted and took advantage of this.

What advice would you give rising stars/new lawyers in the private client world?

It is vital to use every opportunity to gain knowledge and continue to develop areas of expertise. Being a successful private client attorney takes hard work, dedication, patience, and being a good listener.

What is your favourite quote?

"Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do." Steve Jobs.

Do you have any outside interests or hobbies?

Spending time with my family and my two teenage daughters. I enjoy boating and fishing, college football and I love to travel.

When the restaurants reopen, where would you like to go?

Prime 112, South Beach, Miami.


Kathryn von Matthiessen

+1 212 940 8517

Kathryn von Matthiessen

Partner  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

United States (NY, FL)

TOP AREAS OF EXPERTISE

Global succession planning
Inbound planning into the United States for investment or U.S. family members and pre-residency planning

Q&A

What has been the highlight of your practice over the past 12 months?

Getting named Citywealth Power Women of the year for North America was a big highlight for me.

How did you get into private client?

I always wanted to work with families and individuals and was lucky enough to be a summer associate at Katten and work with their private client department.

What advice would you give rising stars/new lawyers in the private client world?

Find and attend the best conferences with the highest quality speakers addressing the tax laws and planning issues in their respective jurisdictions. Invest in your education and professional network. Stay abreast of current events on a worldwide basis.

What is your favourite quote?

"Perhaps he knew, as I did not, that the Earth was made round so that we would not see too far down the road." Isak Dinesen.

Do you have any outside interests or hobbies?

This summer I have resumed horseback riding and taken up paddle-boarding.

When the restaurants reopen, where would you like to go?

Isola.


Matthew Sperry

+1 212 940 6667

Matthew Sperry

Partner  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

United States (NY, IL, FL)

TOP AREAS OF EXPERTISE

Personal and estate planning
Family office
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

The privilege to have represented some of the preeminent trust companies in the world and connection with some of their most complex US-related tax and private client issues. But my personal practice and professional highlight was my law partners' appointment of me to lead McGuireWoods' Global Private Client practice. This was particularly fulfilling professionally given the quality of the private client lawyers in my firm and the firm's overall ranking in the US for private wealth law.

What advice would you give rising stars/new lawyers in the private client world?

I suspect the normal advice, like working hard, building a thoughtful network and being a subject matter expert/ thought leader. But I think that it is critical to listen, especially when working with private clients with global interests well beyond your home jurisdiction. And do not let ego take over your practice and professional relationships with colleagues.

What is your favourite quote?

As it relates to my career:
“Keep interested in your own career, however humble;
it is a real possession in the changing fortunes of time.
Exercise caution in your business affairs;
for the world is full of trickery.
But let this not blind you to what virtue there is;
many persons strive for high ideals;
and everywhere life is full of heroism.” Max Ehrmann, Desiderata


David Mizrachi

+507 263 0604

David Mizrachi

Founder  |  MDU Legal
JURISDICTIONS QUALIFIED IN

United States (FL)
Panama

TOP AREAS OF EXPERTISE

Private international law
Dispute resolution
Wealth management

Q&A

What has been the highlight of your practice over the past 12 months?

Assistance in sale of family owned financial institutions, handling administrative disputes against sovereign, assistance with international litigation matters based out of London.

How did you get into private client?

Local families wanting to organize their patrimony contacted me.

What advice would you give rising stars/new lawyers in the private client world?

Embrace innovation and cultivate talent. Act ethically and always be sensitive to cultural, educational and social diversity.

What is your favourite quote?

“Avoid stepping over others in order to achieve success. Instead, try to rise above them without hurting them.”

Do you have any outside interests or hobbies?

Biblical archaeology, history, wines.

When the restaurants reopen, where would you like to go?

Azahar.