John Lutz > McDermott Will & Emery LLP > New York, United States > Lawyer Profile

McDermott Will & Emery LLP
340 MADISON AVENUE
NEW YORK, NY 10173-1922
United States
John Lutz photo

Work Department

Tax/Derivatives and structured products

Position

Partner John T. Lutz advises clients on the tax aspects of investment funds, structured finance, derivatives and structured products. He also counsels clients on matters related to insurance products, investment tax credits, conventional US and cross-border securities offerings, and corporate mergers and acquisitions. John represents a number of tax-exempt organizations in connection with their investment activities and incentive compensation arrangements.

John handles all aspects of tax-advantaged financings and investments for financial institutions, investment fund managers, high net worth individuals and investors.

For further details of John’s biography, please view McDermott website: 
https://www.mwe.com/people/lutz-john-t/

Memberships

American College of Tax Counsel, fellow
New Jersey Economic Development Authority
New York State Bar Association, Tax Section, Executive Committee (2000 to 2004, 2008 to 2019)

Lawyer Rankings

United States > Finance > Structured finance: derivatives and structured products

McDermott Will & Emery LLP has complementary strengths in structured products and taxation, which it leverages in municipal bond offerings, derivatives-based investment products and exotic derivative agreements including weather derivatives. The financial institutions practice is headed by David Taub, who, alongside tax partner John Lutz, advises dealer-side clients such as Citibank, Bank of America and Barclays on dozens of derivative transactions each year. Taub and Lutz also assisted Bank of America Merrill Lynch with the development of long-term financing products for use by the bank’s hedge fund clients. On the contentious side, Chicago-based Andie Kramer represented a number of clients in CFTC, CME and NYMEX investigations concerning the Commodity Exchange Act and various other exchange rules.

United States > Tax > Financial products

The team at McDermott Will & Emery LLP advises on the US tax aspects of cross-border matters for large financial institutions. Partners leading the group’s work include Andrea Kramer in Chicago, and David Taub and John Lutz in New York. The team is working with Bank of America Merrill Lynch and Citibank on the tax aspects of long-term financing products, specialty finance products, derivative transactions and structured finance arrangements. Kramer represented a number of clients in the CFTC, CME Group and New York Mercantile Exchange investigations over the application of the Commodity Exchange Act and various exchange rules. The firm welcomed Charles Moll and Troy Van Dongen into its San Francisco office and counsel Marcy Jo Mandel into its Los Angeles office in August 2018; the trio joined from Winston & Strawn LLP. The group also added Steven Hadjilogiou and two associates in Miami in March 2018 from Baker McKenzie LLP. Departures included Washington DC-based Robin Greenhouse to the IRS as a division counsel in June 2018, and Dallas-based Kristina Novak to the IRS as an associate chief counsel in August 2018. In addition, New York-based Madeline Chiampou departed to S&P Global as tax counsel in September 2018, and Gale Chan, a Washington DC.partner, joined PwC as a tax manager in August 2018. Additionally, Alan Schwartz joined Reed Smith LLP in 2019.

United States > Tax > US taxes: non-contentious

McDermott Will & Emery LLP‘s tax group is ‘extremely effective through its combination of technical knowledge, practical application, and responsiveness’, and ‘consistently delivers the right answers with carefully considered alternative suggestions in reasonable time’. ‘Outstanding’ Lowell Yoder and Washington DC partner Tim Shuman ‘are the first and last tax advisors to call for any complex tax question’; the duo acted for JAB Holdings in the merger of Keurig Green Mountain with Dr Pepper Snapple Group to create Keurig Dr Pepper, and also advised the client on its $7.5bn acquisition of the Panera Bread Company. Further, the team advised CVS Health on the tax aspects of the proposed $69bn cash and stock purchase of insurer Aetna. Other names to note are Damon Lyons, who has expertise in cross-border M&A, and New York-based John Lutz, who specializes in the tax aspects of structured finance, derivatives, structured products and hedge funds. Recent departures include Alexander Lee, who left for Cooley LLP in June 2018, Madeleine Chiampou-Tully, who joined S&P Global, and Gale Chan, who left for PwC in September 2018. Named partners are based in Chicago unless stated otherwise.