About

Provided by Withers

Withers Bergman LLP, also known as Withersworldwide outside of the United States, is one of the world's best-known (and most sought-after) law firms for privately held capital, in particular, among multi-generational, high net worth, and ultrahigh net worth families to service their sophisticated legal needs. With 17 global offices, including Connecticut, Massachusetts, New York, California, London, Hong Kong, and Singapore, and over 200 attorneys globally, including 100 in the US, we are incredibly well placed to advise on cross-border issues.

 
We are highly regarded in all aspects of traditional private wealth law but what sets us apart is our highly quantitative approach to practicing and servicing our clients. Our innovative lawyers customize, develop, and implement sophisticated investment tools, planning techniques, financial models, and systems that transfer content into relatable and easy-to-use ideas. We understand that every client and transaction presents unique challenges that require bespoke advice and thorough legal guidance.

Chambers Review

Provided by Chambers

Private Wealth Law - Connecticut

1
Band 1

What the Team is Known For

Withers Bergman handles trust and estate planning for high net worth and ultra high net worth clients at both a domestic and international level. In addition, Withers Bergman's attorneys also offer offshore trust and foreign investment planning.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Stanley Bergman
S
Stanley Bergman
S
Senior Statespeople

Stanley Bergman advises high net worth and ultra-wealthy clients on a wide array of matters including estate planning, trusts and tax matters.

William J. Kambas
3
William J. Kambas
3
Band 3
William Kambas is renowned for his international tax expertise. He frequently guides family businesses in implementing wealth transfer structures and in making material investments.

William Kambas is very thoughtful. He takes a very macro and holistic view to client relationships.

William Kambas has exceptional knowledge and can think outside the box.

David Stein
4
David Stein
4
Band 4

David Stein splits his time between Withers' New Haven, New York and San Francisco offices. He provides succession planning and tax planning advice to high net worth clients.

David Stein is a super sophisticated, super smart and strategic lawyer.

David Stein has a unique ability to understand varying circumstances and tailor strategies that address the needs of the client.

Edward Renn
4
Edward Renn
4
Band 4
Edward Renn advises domestic and international high net worth individuals on estate, tax and business succession planning.

Edward Renn is a brilliant tax lawyer for US domestic estate planning. Renn is the type of attorney who is practical and sees things from the side of clients.

James Brockway
4
James Brockway
4
Band 4
James Brockway is well known for advising high net worth individuals on a range of private wealth matters. He often advises clients on international tax and estate planning, as well as business succession planning and offshore trust planning.
Karen Yates
4
Karen Yates
4
Band 4
Karen Yates advises clients on business succession matters and tax planning.

Karen Yates is a smart individual whose talent level is off the charts. She can really get into the weeds and the detail of specific situations.

Ranked Individuals at
Withers

Provided by Chambers
Filter by
Band

Connecticut

Private Wealth Law

Stanley Bergman
S
Stanley Bergman
S
Senior Statespeople
William J. Kambas
3
William J. Kambas
3
Band 3
David Stein
4
David Stein
4
Band 4
Edward Renn
4
Edward Renn
4
Band 4
James Brockway
4
James Brockway
4
Band 4
Karen Yates
4
Karen Yates
4
Band 4

Members

Provided by Withers

Aaron Schumacher

David Lehn

David Stein

Edward Renn

Jason Dinwoodie

Head of Department

Jennifer Laurine Canavan

Karen Yates

Louis Piscatelli

Mark Holden

Paul Roy

Sandy Christopher

Shannon Smith

William C. G. Swift, Jr.

William Kambas

Industries

Provided by Withers

Charities / Not for Profit

Energy

Financial Services

Insurance

Media

Pharmaceuticals & Life Sciences

Private Clients / Individuals

Real Estate

Software & Computer Services

Sports

Technology, Hardware & Electronics