Contact number
202.753.3800Provided by Lowenstein Sandler LLP
Comprised of lawyers from the firm’s Trusts & Estates, Tax, Family Office, Investment Management, Private Equity/M&A, Debt Finance, Venture Capital, and Real Estate practices, our attorneys offer sophisticated legal and business advice, crafting tax-efficient strategies that enable high-net-worth and ultra-high-net individuals and family offices to achieve their personal, philanthropic, and business objectives through strategic planning. We pride ourselves on our long-term personal relationships with families, family offices, private foundations, and family-owned businesses throughout the United States and around the world, who trust our dedicated stewardship and personalized advice.
Our lawyers are highly experienced in developing innovative approaches for complex cross-border gifts, investments, and purchases by individuals and their private investment vehicles. We guide clients through estate planning; domestic and international taxation; direct equity and private credit investments; tax-efficient transfers of businesses, real estate, valuable art, and other collections (often with cross-border components); and complex financial transactions by family-owned entities and charitable foundations, as well in controversies. In addition, we address family matters, ranging from tax and estate planning for marriage and divorce to business disputes and fiduciary litigation, all with the focus of serving the interests of the individual and family.
Provided by Chambers
Lowenstein Sandler strengthened its capabilities in high net worth trusts, estate and tax planning by bringing in a market-leading team from Caplin & Drysdale in May 2023. The team regularly advises on very high-value and frequently cross-border tax and estate planning work.
Provided by Chambers
Lowenstein Sandler has expertise, attention to detail, and is easy to work with.
Clients get nothing but a five-star service from them from day one. They have great lawyers, top lawyers, and are incredibly responsive.
Lowenstein Sandler has a high level of expertise regarding complex estate planning issues.
Lowenstein Sandler has expertise, attention to detail, and is easy to work with.
Clients get nothing but a five-star service from them from day one. They have great lawyers, top lawyers, and are incredibly responsive.
Lowenstein Sandler has a high level of expertise regarding complex estate planning issues.
Provided by Chambers
Beth is one of the smartest attorneys I have ever encountered. She is very intelligent and articulate.
Beth is in an elite, top-tier class of lawyers.
Beth Shapiro Kaufman is one of the leading practitioners on trusts and estates in America. She has encyclopaedic knowledge.
Beth is one of the most responsive lawyers I have worked with. It sets her apart. She also has a keen sense for providing judgement that is really hard to match.
Michael Vito is experienced in advising clients on estate, gift and income tax planning. His expertise also includes business succession planning and estate and trust administration.
Michael is a bright, smart lawyer.
Michael is a lawyer's lawyer.
I truly enjoy working with Michael Vito. He is organised, technical and responsive.