Dino DeVita

Dino DeVita

Senior Vice President  |  Northern Trust
JURISDICTIONS QUALIFIED IN

Illinois

RECOMMENDED SPECIALISMS

Financial Advisory Firm


Todd Martin Beutler

+1 702 695 1471

Todd Martin Beutler

Managing Partner  |  BMT Law Group
JURISDICTION

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

INDUSTRY ACCOLADES

Chambers Private Wealth Asia ("skills make him a go-to expert on US law"; "He is exceptionally intelligent … he really knows his stuff");
Tax Director’s Handbook (‘tailor-made advice and alternative solutions’);
Legal 500 Asia Pacific;
Citywealth Leaders List;
Spear’s Hong Kong’s Best Tax and Trust Lawyers;
The International Who’s Who of Private Client Lawyers; and
STEP Hong Kong Executive Committee and Former US Branch Chair

TOP 3 AREAS OF EXPERTISE

International tax and trusts
Succession planning
Dispute resolution

Enhanced QnA

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

If you were not a lawyer what would your career be?

Writer on food, drink, and travel.

What is your favourite restaurant in the world and what dish would you recommend?

Steirereck in Vienna. The seasonal menu - and recently the Schwarzauer Mountain Trout.
Rick Bayless restaurants in Chicago.
Local seafood restaurants from Honolulu to Vancouver to Hong Kong and Singapore.

What do you do to relax?

Relaxing by a beach or on a boat, enjoying the sun and fresh seafood - with a cool drink in hand. If it rains, classics and history novels are waiting in the wings. Wine tastings, especially Swiss, Austrian, and German reds. All with friends and family.

Who is the most inspiring person you have ever met or worked with?

In law, I had the good fortune to start my international tax and trusts practice at Squire Patton Boggs (then Squire Sanders) and worked with Terry Perris, at the time the firm’s Head of Tax and a former US Supreme Court law clerk. His intellect and passion for learning inspired my life-time practice goals, which were also influenced during my associate years working under Bob Denvir, the Head of Tax at Winston & Strawn, and Tom Fitzgerald, current Chairman of the firm, excellent lawyers and trusted advisors to their clients.

Outside of legal, what is your surprise expert subject?

Though not a native German speaker (or even a student of German), I have learned the songs from Karneval in Cologne/ Köln and sing them in the "Kölsch" dialect, including the song for the local Bundesliga team, FC Köln, earning a chapter in the club’s fan book.


Matthew Sperry

+1 212 940 6667

Matthew Sperry

Partner  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

United States (NY, IL, FL)

TOP 3 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

+12028625085

Michael Pfeifer

Member  |  Caplin & Drysdale
JURISDICTIONS QUALIFIED IN

United States (IL, NY, DC)

TOP 3 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 3 AREAS OF EXPERTISE

Family business governance
Family office
Tax

Q&A

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

Advising on the restructuring of trust and family company arrangements for several prominent Australian families.

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.