PERSONAL CLIENT SERVICES

PERSONAL CLIENT SERVICES

Stroock & Stroock & Lavan LLP s Personal Client Services Group has built a national reputation on a foundation of technical expertise, trust, sensitivity and loyalty. We work closely with clients to help them identify goals and objectives and to provide innovative and pragmatic solutions tailored to their needs. We address a broad range of issues, including: estate planning and related tax work; estate and trust administration; estate and trust litigation; planning for family businesses; and charitable giving. Our keen understanding of sweeping changes to estate, gift, and generation skipping tax regimes enables us to build flexible, creative will and trust documents, assuring that our clients plans will work under new scenarios. It is not unusual for Stroock to simultaneously represent several generations of the same family. Nor is it uncommon for our attorneys to serve, at the request of clients, as executors of wills, as trustees of family trusts and as directors of family foundations. As a recognized leader in the field of trusts and estates, we have written books and articles on estate planning and trust and estate administration and have lectured extensively. 1

Our client roster is diverse and includes: Entrepreneurs and family business owners; Corporate executives; Investment bankers; Real estate developers; Providers of professional services and financial services, such as doctors, accountants, lawyers, insurance agents and real estate brokers; Individuals with multinational ties; Philanthropists; Authors, artists and collectors; Investors and other individuals wishing to preserve their wealth; Trust and estate beneficiaries; Public and private charities, including some of the country s leading cultural and educational institutions; Individual and corporate trustees and executors, as well as directors and corporate officers; Families with investment offices; and Individuals, corporations and lending institutions in transactions with estates and trusts. 2

S C O P E O F S E RV I C E S With the resources of Stroock s other Practice Groups to draw upon, such as Real Estate, Corporate, Tax, ERISA and Litigation, Stroock s Personal Client Services attorneys are well-positioned to provide clients with creative solutions to the frequently complex matters that arise in this area. Clients benefit from the attentive service provided by our other attorneys, who may also be aware of and provide counsel regarding their business affairs. We combine our expertise with the full scope of Stroock s services to help our clients: Devise and implement plans to dispose of their assets in accordance with their wishes in a tax-efficient manner; Develop succession plans for family-owned businesses; Create family entities, including corporations, family partnerships, limited liability companies, trusts and foundations, to achieve their objectives concerning the disposition of property and the management, control and preservation of assets, taxes and charity; Administer trusts, estates, family offices and not-for-profit organizations, with particular attention to financial matters, fiduciary duties, family issues and tax considerations; Minimize taxes, including income and transfer taxes, both during lifetime and at death, for domestic and international clients; Address matrimonial issues; and Resolve and, if appropriate, litigate disputes involving trust and estate matters. AT TO R N E Y E X P E RT I S E With extensive experience handling complex private estates and foundations, Stroock s Personal Client Services attorneys are experts in the technical and legal issues of estate planning and its attendant issues, including tax planning, non-profit, and corporate law. Stroock attorneys have extensive litigation experience in the Surrogate s Court, particularly in contested estates, accountings, and other adversarial proceedings. The frequent participation of technical experts from Stroock s other practice areas lends an in-depth understanding of the business and economic issues that may arise in connection with clients personal plans. Members of the Personal Client Services Group have fully computerized the preparation of estate tax returns, accountings, designs of individualized estate plans, and financial and tax projections relating to trust and estate income tax returns. We offer clients rapid access to this financial information providing considerable cost benefits. As a recognized leader in the field of trusts and estates, we have written books and articles on estate planning and trust and estate administration and have lectured extensively. Two of our attorneys co-author Manning on Estate Planning, a comprehensive book popular among practitioners and law students throughout the country. We participate actively in bar associations and other professional organizations and community groups. These activities help build our commitment to our clients, the profession, and our community. 3

The book covers all of the major areas with which the estate planner must be familiar, and does so in significant detail an outstanding text New York Law Journal 4

Individuals are seeing unprecedented opportunities to gift value to the next generation with little or no transfer costs. Stroock Partner Anita Rosenbloom, one of Worth Magazine s Top 100 Trusts and Estate Attorneys, in Worth s Trying Cases 5

A B O U T S T R O O C K Stroock & Stroock & Lavan LLP, with more than 300 attorneys in New York, Los Angeles, Miami and Washington, DC, is a law firm providing transactional, regulatory and litigation guidance to leading financial institutions, multinational corporations, investment funds and entrepreneurs in the U.S. and abroad. Our emphasis on excellence and innovation has enabled us to maintain long-term relationships with our clients and made us one of the nation's leading law firms for almost 140 years. Stroock's practice areas include: Capital Markets / Securities Commercial Finance Commodities and Derivatives Employee Benefits & Executive Compensation Employment Law Energy and Project Finance Entertainment Environmental Law Financial Restructuring Financial Services / Class Action Government Relations Insurance & Reinsurance Intellectual Property Investment Management Litigation Mergers, Acquisitions and Joint Ventures National Security / CFIUS / Compliance Personal Client Services Private Equity / Venture Capital Private Funds Real Estate Structured Finance Tax F O R M O R E I N F O R M A T I O N For more information about Stroock s Personal Client Services Practice, feel free to contact the following attorneys: Anita S. Rosenbloom 212.806.6026 arosenbloom@stroock.com Seth D. Slotkin 212.806.6035 sslotkin@stroock.com Etta Brandman 212.806.6027 abrandman@stroock.com 6 11/14

NEW YORK 180 Maiden Lane New York, NY 10038-4982 T: 212.806.5400 LOS ANGELES 2029 Century Park East Los Angeles, CA 90067-3086 T: 310.556.5800 MIAMI 200 South Biscayne Boulevard Miami, FL 33131-5323 T: 305.789.9300 WASHINGTON, DC 1875 K Street NW Washington, DC 20006-1253 T: 202.739.2800 STROOCK.COM This brochure may be attorney advertising