Wealth Management: Eastern Region (Band 4)
Practice Areas: Partner, Private Clients Group; member Executive Committee. Experienced in all estate planning and administration areas, including comprehensive estate, gift and income tax advice for high net worth individuals and multinational families; domestic trust planning and lifetime wealth transfer; tax and foreign trust planning for non-U.S. persons with U.S. contacts; tax-efficient transfer of closely held family business interests; liquidity issues; and management succession. Also expert in charitable giving, use of private foundations, and charitable split-interest trusts.
Personal: JD, cum laude, Harvard Law School, 1989. BA (Mathematics), Amherst College, 1985, Phi Beta Kappa. See: http://www.willkie.com/LorettaIppolito