Vlad Portnoy

+1 212 920 6371

Vlad Portnoy

Managing Partner  |  Law Offices of Vlad Portnoy, P.C.
JURISDICTIONS QUALIFIED IN

New York
New Jersey

TOP 3 AREAS OF EXPERTISE

Estate Planning
Probate and Administration of Estates (including cross-border)
Guardianships

RECOMMENDED SPECIALISMS

Private Investment Office

Q&A

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

Many exciting and challenging legal matters, including several highly coveted fiduciary Court appointments

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

Listen to your clients. Understand not only their immediate needs but also their hopes, dreams and motivations. Always try to understand your client better as a human being before bringing it back to the legal or business talk.

What sets you apart from your peers?

Personal touch and care. Also, I am bilingual in English and Russian. Having received high school education in Russia, and having gone through graduate and law programs in the United States, I keenly understand the way both countries operate and the way their citizens think and behave. As court-certified interpreter, I can translate not only between the two languages but also convey ideas, so nothing is ever lost in translation.

What is your favourite quote?

"I can accept failure. But I can't accept not trying." - Michael Jordan


Warren Whitaker

+12122972468

Warren Whitaker

Partner  |  Day Pitney
JURISDICTIONS QUALIFIED IN

United States
- New York
- New Jersey

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Succession planning

Q&A

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

Creating a US private trust company to act as trustee of a variety of US and offshore trusts for a cross-border family.

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

The cross-border estate planning field holds enormous opportunities, with increasing globalisation, exchange of information and pressures for compliance.

What is your favourite quote?

"The fault is not in our stars, But in ourselves,” Julius Caesar.


Joshua Rubenstein

+1 212 940 7150

Joshua Rubenstein

National Chair, Trusts & Estates and Private Client Services  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

United States (NY, NJ)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Dispute resolution
Tax

Q&A

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

To pull a rabbit out of a hat and solve a problem that lawyers on every side of the case declared was unsolvable, creating a win-win for all concerned.

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

While the nature of legal practice and being a lawyer is changing rapidly, the need for private client lawyers may be closer than most things to being a constant, since it is based upon greed or opportunity but rather upon mortality - for which at least at the moment there is no cure.

What is your favourite quote?

"Ain't no use worrying about the things you can do something about, 'cause there's always something you can do about them. Ain't no use worrying about the things ain't nothing you can do about, 'cause ain't nothing you can do about them.”


Milan K. Patel

+19174393912

Milan K. Patel

Managing Partner  |  Anaford
JURISDICTIONS QUALIFIED IN

United States (NY, NJ)

TOP 3 AREAS OF EXPERTISE

Succession planning
Dispute resolution
Asset holding structures

Q&A

What has been the highlight of your practice over the past five years?

Filing a lawsuit against the U.S. Internal Revenue Service (IRS) for violation of the Administrative Procedure Act (APA). For decades, the IRS has enjoyed what has been coined "tax exceptionalism," essentially meaning that agency actions on tax matters have avoided the same scrutiny to which other federal agencies have been subject under the APA. This lawsuit has the potential to change the practice of tax before the IRS and hold the IRS more accountable to it stakeholders, i.e., taxpayers.


Chris Nason

+1 628 218 3890

Chris Nason

Associate  |  McDermott Will & Emery
JURISDICTIONS QUALIFIED IN

United States (NY, NJ)

TOP 3 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?

Working with individuals to create tailored, creative, tax-efficient succession plans that ensure that their assets transfer in the manner desired.

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

Master domestic law first.

What is your favourite quote?

“The avoidance of taxes is the only intellectual pursuit that still carries any reward,” John Maynard Keynes.