Berkowitz, Trager & Trager LLC

International and Domestic Trust & Tax Planning; International Private Client; Family Offices; Tax Compliance

Member

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.

New York University School of Law, LL.M. in Taxation, 2013

Tulane Law School J.D., cum laude, 2012

Colgate University, B.A., 2009