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Updated: October 15th, 2022 | New Haven | Lawyer List L | Withers Bergman LLP |
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Address: 157 Church Street, new-haven, CT, 06502
Law Firm: Withers Bergman LLP
Phone: 203-361-9194
Fax: 203 785 8127
Email:
Website: http://www.withersworldwide.com/
| Title | Regional Senior Partner (US) |
| First Year of Call | |
| Areas of Practice | |
| Description | Lou is a partner in the private client and tax team.He concentrates his practice on estate planning and administration, income tax planning and commercial transactions with a particular emphasis on planning for closely held businesses. His work for clients focuses on a variety of matters, that touch on creating wealth and business succession structures to general legal business advice and spans a wide range of industries including real estate, manufacturing, and professional services.In addition to serving as Managing Partner for the New Haven office, Lou also leads the Firm’s Trust & Estates department on the East Coast.DatesJoined1989Partner1996Publication˜Moore IRC Section 2043 Issues for FLP Planning,’ Trusts and Estates Magazine – August 4, 2020, co-author˜8 things you need to know about Connecticut’s new trust legislation, ‘ Withers article – December 2019 co-author ˜Update on Connecticut estate and gift tax exemptions for 2019,’ Withers article – February 2019, co-author˜How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,’ Withers article – January 2018, co-author ˜How the new federal and New York estate tax exemption could affect your estate plan,’ Withers article – January 2018, co-author˜LexisNexis Practice Guide: Connecticut Probate and Estate Administration,’ 2017 Edition, co-authorWebinar presentation on Estate and Income Tax Planning Implications in the Divided States of America After the DOMA Ruling, Trusts & Estates Magazine, July 2013.Talks˜Estate Planning Opportunities in a Low Interest, Rate and Value Environment,’ Withers/Marcum Webinar – June 11, 2020, presenter˜Connecticut’s New ˜Uniform’ Trust Code,’ Fairfield County Bar Association – February 19, 2020, co-presenter˜Roundtable Lunch with NYC based wealth advisors (Brown Brothers Harriman, HSBC, J.P. Morgan, and Bernstein),’ Withers office event – January 7, 2020, co-presenter˜Breakfast Series: Connecticut’s New Trust Legislation,’ Withers office event – October 29, 2019, co-presenter˜Loss Utilization Planning After the 2017 Tax Act,’ Clear Law Institute – April 2019, co-presenter˜Update: The Tax Cuts and Jobs Acts of 2017: What Tax and Wealth Management Professionals Need to Know Now,’ Clear Law Institute Webinar – November 2018, co-presenter˜The New Tax Law: What Estate Planners and Wealth Professionals Should Know,’ Trusts & Estates Webinar – January 2018, presenter˜The Tax Cuts and Jobs Act – How estate planners and wealth management professionals can prepare for year-end and beyond,’ Trusts & Estates Webinar – November 2017, presenter ˜The Unified Framework on Tax Reform – What Estate and Wealth Planning Professionals Need to Know,’ Webinar – October 2017, presenter˜Estate and Income Tax Planning Implications in the Divided States of America After the DOMA Ruling’, Trusts & Estates Magazine – July 2013, webinar. |
The original base of our US practice, New Haven remains the home office for many of our US attorneys. For over 40 years, our New Haven-based attorneys have been providing sophisticated tax, estate planning and other legal advice to successful families and business, not only in Connecticut but across the globe.
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