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.


Dino DeVita

Dino DeVita

Senior Vice President  |  Northern Trust
JURISDICTIONS QUALIFIED IN

Illinois

RECOMMENDED SPECIALISMS

Financial Advisory Firm


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


Michael Pfeifer

+1 (202) 218-3902

Michael Pfeifer

Of Counsel  |  Day Pitney
JURISDICTIONS QUALIFIED IN

United States (IL, NY, DC)

TOP AREAS OF EXPERTISE

Personal and estate planning
Residency and domiciliation
Tax

Q&A

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

Providing live expert testimony in a leading 2017 case in the Royal Court of Jersey via video conferencing.

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

Never be afraid to take on a matter because you haven't seen it before. If you are smart, you'll figure it out and may well surpass others. Also, be creative in attacking difficult issues. Look at problems from every conceivable angle.

What is your favourite quote?

"Always follow the money." (It will generally get you to the right result!)


Read Moore

+1 650 815 7682

M. Read Moore

Partner  |  McDermott Will & Emery
JURISDICTIONS QUALIFIED IN

United States (CA, OR, WA, IL)

TOP AREAS OF EXPERTISE

Taxation trust law
Business succession
Corporate governance

Q&A

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

Implementing a substantial reorganization of a family's assets from one jurisdiction to another following moves by family members and the sale of the family's business.

How did you get into private client?

I am a second-generation private client lawyer; my father practiced private client law for over 50 years and was an excellent role model.

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

Keep up to date on tax law and succession law developments outside of your country and on developments at international organisations concerned with tax law, money laundering, transparency, and the legal profession.

What is your favourite quote?

“There are many ways of going forward, but only one way of standing still." Franklin D. Roosevelt.

Do you have any outside interests or hobbies?

Walking and hiking, travel, reading nonfiction.

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

Zuni Cafe, San Francisco.