Practices
Edward A. Vergara is the Co-Head of Seward & Kissel’s Trusts & Estates Practice.
Ed advises individuals, fiduciaries, and closely held businesses on a broad range of issues related to tax optimization and succession planning. His client base consists primarily of founders, executives, fund principals, and other investors and business leaders.
Ed ensures that individual clients have appropriate core estate planning in place as a fundamental starting point for any engagement. Beyond those basics, the primary focus of Ed’s practice is helping client’s maximize efficiency in business transactions, ownership structures, and succession events.
Many of Ed’s clients have cross-border interests and families. He often works with taxpayers acquiring or managing foreign assets or changing residency, including both pre-immigration and expatriation planning for the United States, as well as changes of residency and domicile between U.S. jurisdictions. Ed often coordinates with advisors in multiple jurisdictions to help clients manage tax, reporting and succession issues both in the United States and in the jurisdictions where assets or other stakeholders are located. He also works with fiduciaries and beneficiaries of foreign trusts and foundations managing U.S. tax and reporting considerations.
Publications
- Co-Author, “Estate Planning Considerations for Couples with a Non-Citizen Spouse,” CBA Estates & Probate Section Newsletter, December 2023.
- Co-Author, “Key Considerations When Working With Clients Holding Crypto,” Trusts and Estates Magazine, January 2023
- Co-Author, “Get a Hold of Your QSBS Holding Period,” Trust and Estates Magazine, December 2016
- Co-Author, “Death in the Soy Field Down Under: Inheritance and Gift Tax in Argentina’s Buenos Aires Province,” The Journal of Wealth Management, Summer 2011
- Co-Author, “The FLP Quadrilogy,” Trusts and Estates Magazine, November 2009.
- Co-Author, “Special Report: The International Practice – Gift Tax Cost Depends on Form and Substance,” Trusts and Estates Magazine, November 2009.
Events
- “Estate Planning for International Families with U.S. Ties,” National Association of Estate Planners & Councils Robert G. Alexander Webinar Series, July 2024.
- “Practicing Inside the Matrix of Estate Planning with a Non-Citizen Spouse,” 36th Annual RPTE National CLE Conference, Washington DC, May 2024.