Schulte Roth & Zabel LLP

Private Wealth Law Department

New York
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Overview

Schulte Roth & Zabel’s individual client services practice is one of the most sophisticated, extensive and diverse of any major law firm, representing many of the wealthiest individuals on their personal legal matters. The firm’s clients include entrepreneurs, some of whom are managers of large investment funds, as well as those individuals who have inherited substantial wealth. SRZ also represents individuals, banks and trust companies who are acting as fiduciaries, in both general administrative matters and litigated or contested matters

The firm’s individual client services practice encompasses much more than a conventional "trusts and estates" department, providing a full range of legal services to individual clients. SRZ lawyers assist clients in administering estates and trusts from inception, counseling them in the most tax-efficient and beneficial ways to fulfill the terms of a governing document, and helping clients throughout the world to achieve their personal and charitable goals

The firm assists clients in the formation of private foundations, public charities and split-interest trusts, and helps clients negotiate the terms of substantial direct gifts to public charitable institutions. SRZ's tax and other estate planning advice is tailored to the unique circumstances of each client, and it also advises clients on matrimonial matters including divorce settlement negotiations and mediations, as well as prenuptial, postnuptial and cohabitation agreements

Members

Frunzi, Susan C (Head of Department)

Zabel, William D (Head of Department)

Baptiste, Kim

Baptiste, Kim E.

Schmidt, Catherine Grevers