Private Wealth Law
New York
9 years ranked
Private Wealth Law
New York
9 years ranked
Provided by Steptoe LLP
Private Client | Trusts & Estates | Tax | Exempt Organizations
Beth Tractenberg, chair of Steptoe's Transactions and Tax Group, guides high-net-worth individuals, families, and fiduciaries in international and domestic estate planning, contested matters, estate administration, the creation and advising of exempt organizations, and drafting and negotiating prenuptial agreements.
Beth, who also heads Steptoe’s Private Clients practice, provides comprehensive tax, personal, and business advice to families, working closely with their family offices and other advisers. Drawing on her tax and trusts and estates experience, Beth serves clients as a personal and family adviser on numerous business, management, and related personal issues, including issues involving real estate and business holdings in the United States and abroad. Beth has extensive experience advising international clients on cross-border and pre-immigration planning, gifting, estate planning, and other tax issues. She frequently assists in resolving business disputes and sensitively guides succession planning across generations of family members. Clients value her ability to successfully balance intra-family dynamics with efficient tax planning, and The National Law Journal named her to its "Trailblazers in Divorce, Trusts & Estates" list.
Beth also counsels private equity and hedge fund managers on estate planning issues and has significant experience advising clients on estate planning opportunities that arise in connection with both the formation and sale of closely held businesses. Beth served for eight years as a board member of a client's multibillion-dollar closely held business before its partial sale in 2017. She led the Steptoe team that advised the client on a subsequent IPO on the Hong Kong exchange.
Provided by Chambers
Beth Tractenberg of Steptoe is well known for advising entrepreneurs, private equity and hedge fund principals and high net worth families on estate planning matters.
Provided by Chambers
Beth Trachtenberg is super knowledgeable on topics that we've been working with her on. She has a wide breadth of experience and can answer our questions off the top of her head.
Beth Trachtenberg has been an incredible advocate for me. She was able to anticipate multiple steps ahead. Her expert awareness of financial instruments is as sophisticated as any veteran financier.
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