Bill Brick focuses his practice on estate planning, estate and trust administration, fiduciary and tax controversies and charitable planning. He regularly advises individuals on sophisticated estate planning strategies. Mr. Brick is well versed with federal, state and local tax laws, as well as the state and local rules that impact the disposition of property. Mr. Brick’s planning advice is guided by his extensive experience in administering estates and trusts of all sizes and complexities. He has successfully represented fiduciaries and beneficiaries of estates and trusts in a variety of situations, including alleged breaches of fiduciary duties, contested judicial accountings and the administration of international estates. In representing fiduciaries and beneficiaries, Mr. Brick has handled complex IRS audits involving income taxes, estate and gift taxes, foreign bank account reporting and charitable planning. Finally, Mr. Brick routinely advises charitable organizations on best practices and compliance with tax rules and fiduciary duties.
Mr. Brick serves individuals, fiduciaries, beneficiaries, family offices and charitable organizations. Whatever the issue, Mr. Brick provides seasoned, thoughtful and practical advice. In keeping with the Brick & Patel philosophy, he views his role first and foremost as a problem solver for his clients.
Professional Experience:
2011-present
Partner at Brick & Patel LLP
2006-2011
Partner and Counsel at Riker, Danzig, Scherer, Hyland & Perretti LLP
1999-2006
Associate at Dewey Ballantine LLP
1998-1999
Associate at Greenbaum, Rowe, Smith & Davis LLP
1996-1997
Law Clerk to the Hon. Peter D. Pizzuto, Tax Court of New Jersey
Education:
1998
LL.M in Taxation
New York University School of Law
1996
J.D.
The College of William and Mary - Marshall Wythe Law School
Dilip B. Patel focuses his practice on estate planning and related tax advice, estate and trust administration, asset protection planning, succession planning for businesses and charitable planning. Mr. Patel also serves as general counsel to many of his clients where he advises them on a broad range of areas including corporate, tax, employment and family law, with a particular emphasis in the investment management area.
Mr. Patel is a seasoned problem solver who works with a variety of clients including entrepreneurs, executives, artists, philanthropists, charities and family offices. In every engagement, Mr. Patel’s goal is to identify the client’s objective and develop a solution that effectively and efficiently meets that objective. Mr. Patel recognizes that clients do not have infinite time or resources and that, first and foremost, they are looking for a practical, not convoluted, legal solution. With his years of experience, Mr. Patel draws on a wide breadth of knowledge to identify issues effectively and design creative and straightforward solutions for his clients.
Mr. Patel has offered advice in a variety of matters including:
Advising principals of investment funds (hedge and private equity) on estate planning, corporate and tax issues
Representing individuals, families and their trusts and businesses on complex multi-jurisdictional estate and tax planning, including pre-immigration planning, expatriation planning and global tax minimization
Advising charities on formation, operation and compliance issues, including resolution of issues related to overseas operations
Planning with special assets such as artwork, carried interests, real estate, and domestic and foreign operating businesses
Representing fiduciaries and beneficiaries in the administration of estates and trusts, including judicial settlement of accounts, family controversies and IRS audits
Representing families and their fiduciaries in the formation and operation of their family offices
While a large portion of Mr. Patel’s practice involves estate and tax advice, some of Mr. Patel’s more memorable matters in recent years have included development of a sophisticated estate plan for a multinational family to deal with family businesses and vast holdings in hedge fund and private equity fund interests effectively, providing general counsel services in the launch of several successful hedge fund businesses, securing 175 lbs. of pure platinum bars from London for a client event and overseeing the development and construction of a community center.
Professional Experience:
2011-present
Partner at Brick & Patel LLP
2008-2011
Partner and Counsel at Riker Danzig Scherer Hyland & Perretti LLP
Joseph Bergman primarily represents private investment funds, investment advisers, and investors in connection with securities law issues, regulatory compliance and investment transactions. He has extensive experience structuring a broad range of private investment funds. Mr. Bergman also represents investment advisers and fund managers in connection with their day-to-day legal and compliance functions, including review of marketing materials, drafting compliance policies and procedures, negotiation of managed account agreements, compliance with Regulation D, filings under Sections 13 and 16 of the Securities Exchange Act, and negotiation of marketing, administration, prime brokerage, futures and derivative agreements. Mr. Bergman has represented investment managers and investors in reviewing, structuring and negotiating a broad range of investments, including seed capital arrangements, secondary sales of private investment fund interests, the sale of investment advisory businesses and joint venture arrangements. Mr. Bergman’s prior experience includes serving as the general counsel and chief compliance officer of a registered investment adviser.
Professional Experience:
2014-present
Partner at Brick & Patel LLP
2012-2014
General Counsel and Chief Compliance Officer at HedgeMark Advisors, LLC
2011-2012
Managing Director and Senior Counsel at HedgeMark Advisors, LLC
Lindsay Brown is partner at Brick & Patel LLP concentrating in the areas of estate planning, estate administration, trust administration and charitable planning. Ms. Brown advises individuals and families on the preservation, transfer and management of wealth. She assists non-profit organizations in formation and counsels them in their administration and day-to-day operations, including compliance with corporate and tax requirements.
Ms. Brown is a member of the Trusts and Estates Law Section of the New York State Bar Association, is a member of the Association of the Bar of the City of New York where she has served on the Estate and Gift Taxation Committee. She has co-authored various publications for the New Jersey Law Journal, Trusts & Estates Magazine, the NYSBA Trusts and Estates Law Section Newsletter and the New York State Bar Association Journal. Her most recent article, "The New York Marriage Equality Act: Navigating the Estate Planning Landscape," was published in the NYSBA Trusts and Estates Law Section Newsletter in Summer 2012.
Professional Experience:
2020- Present
Partner at Brick & Patel LLP
2012-2019
Counsel at Brick & Patel LLP
2008-2012
Associate and Senior Associate at Fulbright & Jaworski LLP
Heather Kenny’s practice at Brick & Patel LLP focuses on the structuring and implementation of sophisticated estate, gift and generation-skipping tax planning techniques for wealthy individuals and families. She has broad experience advising principals of hedge funds and private equity funds on structuring involving fund interests. Ms. Kenny regularly advises clients on complex tax issues, investment concerns and personal/intra-family dynamics involved in the transfer of wealth from one generation to the next. She assists clients in achieving a creative, personally tailored plan for the preservation and transfer of their assets in a tax-efficient manner.
In addition to estate planning, Ms. Kenny’s practice includes estate and trust administration and charitable planning. Ms. Kenny represents corporate and individual fiduciaries in the probate and administration of estates and trusts in various New York counties. Her practice also includes the formation of and advice to private foundations and charitable trusts.
Professional Experience:
2020- Present
Partner at Brick & Patel LLP
2011-2019
Counsel at Brick & Patel LLP
2000-2004
Vice President at Morgan Stanley (Client Strategy Group)
Katy Donlan advises high-net-worth individuals and families on structuring their wealth to minimize income, estate, gift and generation-skipping transfer taxes. She counsels clients on optimizing governance to facilitate continued ownership and operation of family-owned enterprises while balancing the unique needs, goals and skills of individual family members. Katy also has experience advising on the wealth transfer tax planning opportunities of IPOs and other events by which clients divest control of high value assets. She has worked extensively with family offices and advisors to provide comprehensive, holistic and strategic advice. Katy also counsels clients on achieving their charitable objectives, including through the creation and ongoing management of private foundations.
Katy is experienced in a wide range of transfer tax planning strategies, including grantor retained annuity trusts, sales to grantor trusts, qualified personal residence trusts, family limited partnerships and limited liability companies, life insurance trusts, dynasty trusts and charitable split-interest trusts. She is also experienced in restructuring dynastic trusts and relocating the situs of trusts to maximize flexibility and duration, while minimizing state income tax exposure. Additionally, Katy has worked with multi-national families on a range of cross-border planning issues and opportunities.
Katy’s practice also includes advising fiduciaries on the administration of complex estates and trusts and working with fiduciary litigators on tax, trust and estate matters.
Professional Experience:
2022- Present
Partner at Brick & Patel LLP
2021-2022
Counsel at Brick & Patel LLP
2016-2021
Counsel at Herrick, Feinstein LLP
2008-2016
Associate at Skadden, Arps, Slate, Meagher & Flom LLP
Education:
2008
LL.M. in Taxation New York University School of Law
Christina Juhn is counsel at Brick & Patel LLP concentrating in the areas of estate planning, estate and trust administration and charitable planning. Ms. Juhn’s practice focuses on the structuring and implementation of sophisticated estate, gift and generation-skipping tax planning techniques for wealthy individuals and families. She has broad experience advising clients on structuring involving hedge fund and private equity fund interests and real estate.
Professional Experience:
2018-present
Counsel at Brick & Patel LLP
2017-2018
Associate at Skadden, Arps, Slate, Meagher & Flom LLP
Lauren Morales is an associate at Brick & Patel LLP concentrating in the areas of estate planning, estate and trust administration and charitable planning. Ms. Morales’s practice focuses on drafting and executing wills and trust instruments. Ms. Morales has broad experience administering decedents’ estates.
Professional Experience:
2018-present
Associate at Brick & Patel LLP
2013-2017
Associate at Fulton Vittoria LLP
Education:
2013
LL.M in Taxation New York University School of Law
2012
J.D. summa cum laude Touro College Jacob D. Fuchsberg Law Center
Jonathan Kane is an Associate at Brick & Patel LLP concentrating in the areas of estate planning, estate and trust administration and charitable planning. Mr. Kane solves problems for individuals, families, and charitable organizations. He draws on a broad base of knowledge and experience, from his work in real estate and insurance prior to law school, his international law degree, and his legal career.
Chelsea Weatherby is an associate at Brick & Patel LLP concentrating on all aspects of estate planning, charitable planning, and wealth preservation for business owners, entrepreneurs, and other high-net-worth individuals. She advises clients with respect to inter-generational transfers, wills and trust instruments, and community property matters.
Of Counsel Brick & Patel LLP 600 Fifth Avenue, 14th Fl. New York, NY, 10020 T: (212) 554-5200 F: (212) 554-5201 E: dellis@brickpatel.com Download VCard
Dwight Ellis is of counsel at Brick & Patel LLP concentrating in tax issues related to partnerships, hedge funds, financial transactions, corporations, and foreign inbound and outbound transactions and structures.
Mr. Ellis is a member of the Tax Review, the Tax Club (at the Harvard Club), the Association of the Bar of the City of New York and the New York State Bar Association. He has given lectures at the Practicing Law Institute, the Managed Funds Association, New York University, the Municipal Bond Association and the New York State Bar Association on topics ranging from hedge funds to satellites.
Mr. Ellis received his J.D. from Cornell Law School where he also served on the Board of Editors of the Cornell Law Review.
Professional Experience:
2011-present
Consultant and Of Counsel at Brick & Patel
2008-2010
Tax Consulting
1968-2008
Associate, Partner and Of Counsel at Willkie Farr & Gallagher
Mr Gander is a US federal income tax lawyer with over 30 years of experience advising clients across a wide range of complex tax issues. He spent 26 years in the Washington D.C. and London offices of a major New York law firm and recently joined the Firm after 7 years as a partner with one of the Big Four public accounting firms. He advises high net worth clients, large public companies, financial institutions and investment funds. In particular, he has specialized in structuring multi-party investment transactions, mergers and acquisitions, financial instruments and cross-border tax issues including the application of international tax treaties and the taxation of overseas income earned by US taxpayers.
Professional Experience:
Education:
Bar Admissions:
Jane Tse
Of Counsel Brick & Patel LLP 600 Fifth Avenue, 14th Fl. New York, NY, 10020 T: (212) 554-5210 F: (212) 554-5201 E: jtse@brickpatel.com Download VCard
Jane Tse is counsel at Brick & Patel LLP concentrating in tax-oriented domestic and international and estate planning. Ms. Tse specializes in multi-jurisdictional tax planning for non-U.S. individuals with heirs or investments in the United States, as well as U.S. individuals with foreign interests. She advises domestic financial institutions on estate planning products for private clients (U.S. and foreign), and foreign financial institutions on U.S. compliance. She also assists both individuals and charities in structuring tax-advantaged charitable giving.
Ms. Tse is currently an active member of the Estates and Surrogate’s Courts Committee in the Association of the Bar of the City of New York, and a member of a subcommittee making recommendations for the revision of New York trust law. She has been a member of the Estate and Gift Taxation Committee (2008-2010) in the Association of the Bar of the City of New York. She has also participated in numerous speaking engagements and panels on international and domestic tax planning topics, sponsored by the Practicing Law Institute, Association of the Bar of the City of New York, IBC USA Conferences and Heckerling Institute on Estate Planning, and has been published in Trusts & Estates Magazine.
Professional Experience:
2011-present
Counsel at Brick & Patel LLP
2000-2010
Counsel at Cadwalader, Wickersham & Taft LLP
1980-2000
Counsel and Associate at Fried, Frank, Harris, Shriver & Jacobson LLP
