David H. Gershel
David Gershel counsels high-net-worth individuals, multi-jurisdictional families, closely-held businesses, and fiduciaries on U.S. and international tax, wealth management, and estate and trust planning. This includes strategic planning related to income and transfer taxation, pre-immigration tax planning, U.S. and non-U.S. trusts, tax-efficient cross-border investment structures, structuring foreign and domestic investment in U.S. real estate and operating companies, and developing wealth transfer structures for multinational families. Mr. Gershel also advises on tax reporting, tax regularization, and Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) compliance.
Mr. Gershel has experience in cross-border planning for international families and represents individuals seeking to establish domestic and foreign trusts or other structures to benefit family in the United States and beyond. Mr. Gershel regularly advises clients with multi-jurisdictional wealth structuring, geared toward global tax efficiency and achieving non-tax goals such as confidentiality and asset protection. Additionally, he advises clients on issues related to pre-immigration planning, expatriation, global mobility (transferring executives or obtaining additional passports), and premarital planning.
Prior to joining Becker Glynn, Mr. Gershel worked for international law firms based in New York and resided and maintained a broad-based private client practice in Zurich, Switzerland.
CONTACT
EDUCATION
New York University School of Law, LL.M. in Taxation, 2013
Tulane Law School J.D., cum laude, 2012
Colgate University, B.A., 2009
ADMISSIONS
New York
New Jersey
PREVIOUS EXPERIENCE
Withers Bergman LLP
Grant, Herrmann, Schwartz & Klinger LLP
Baker McKenzie Zurich
MEMBERSHIPS
Society of Trust and Estate Practitioners (STEP)
LANGUAGES
Portuguese (Conversational)