Biography
Ed is the Co-Head of Seward & Kissel’s Private Client 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.
The primary focus of Ed’s practice is helping clients maximize tax efficiency in business transactions and transition events, especially in the cross-border context. Ed also advises and supports clients as they develop structures for the effective governance of family businesses and holding structures for the long term.
Many of Ed’s clients have cross-border interests and families. He often works with taxpayers acquiring or managing assets in foreign jurisdictions 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.
Capabilities
Areas of Focus
Credentials
Education
New York University School of Law
- LL.M., in Taxation, 2006
Georgetown University Law Center
- J.D., 2001
New College of Florida
- B.A., 1996
Bar Admissions
- New York
- Connecticut
- California
Representative Work
- Advised US individual regarding the structuring, execution, and reporting of a transaction involving a Controlled Foreign Corporation owned by the individual and related US and offshore trusts.
- Advised Fund principal regarding the formation and funding of irrevocable trusts that accomplish estate tax savings as well as the deferral or elimination of California State income tax.
- Advises US trustee regarding tax optimization and reporting for interests in foreign joint venture.
- Advises dual US/UK resident regarding integrated US/UK estate plan.
- Advises US beneficiary of foreign trusts regarding US tax and reporting considerations.
- Advises Gulf-based family regarding the structuring of transfers benefitting US family members.
- Advises Founder and CEO of publicly-traded company regarding estate plan optimization and New York income tax minimization.
- Advises Australian resident regarding planning for interests in US QDOT.
- Advises entrepreneurs regarding QSB optimization.
- Advised Canadian entrepreneur regarding US pre-immigration planning.
Areas of Focus
Credentials
Education
New York University School of Law
- LL.M., in Taxation, 2006
Georgetown University Law Center
- J.D., 2001
New College of Florida
- B.A., 1996
Bar Admissions
- New York
- Connecticut
- California
Representative Work
- Advised US individual regarding the structuring, execution, and reporting of a transaction involving a Controlled Foreign Corporation owned by the individual and related US and offshore trusts.
- Advised Fund principal regarding the formation and funding of irrevocable trusts that accomplish estate tax savings as well as the deferral or elimination of California State income tax.
- Advises US trustee regarding tax optimization and reporting for interests in foreign joint venture.
- Advises dual US/UK resident regarding integrated US/UK estate plan.
- Advises US beneficiary of foreign trusts regarding US tax and reporting considerations.
- Advises Gulf-based family regarding the structuring of transfers benefitting US family members.
- Advises Founder and CEO of publicly-traded company regarding estate plan optimization and New York income tax minimization.
- Advises Australian resident regarding planning for interests in US QDOT.
- Advises entrepreneurs regarding QSB optimization.
- Advised Canadian entrepreneur regarding US pre-immigration planning.