Mr Shlomo Twerski > Schulte Roth & Zabel LLP > New York, United States > Lawyer Profile
Schulte Roth & Zabel LLP Offices
919 THIRD AVENUE
NEW YORK, NY 10022
NEW YORK
United States
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Mr Shlomo Twerski
Work Department
Tax, Blockchain Technology & Digital Assets, Hedge Funds, Investment Management, Real Estate Capital Markets & REITs, Regulated Funds
Position
Shlomo C. Twerski, co-head of the firm’s Tax Group, focuses his practice on the tax aspects of onshore and offshore investment funds, registered investment companies and business development companies, private equity partnerships, real estate and corporate transactions, restructurings and workouts, securitizations, and existing and emerging financial instruments. Shlomo’s most recent representations have addressed hedge fund and management company structures, tax considerations for private investment funds and FATCA.
Shlomo has been recognized as a leader in his field by Chambers USA, The Best Lawyers in America, The Legal 500 US, New York Super Lawyers and the Tax Directors Handbook. He is a member of the Tax Section of the New York State Bar Association and regularly speaks at industry conferences and events. In addition, he has published on a range of topics, including FATCA provisions, FIRPTA and REIT rules, and compliance requirements for hedge funds. Most recently, he co-authored Hedge Funds: Formation, Operation and Regulation (ALM Law Journal Press).
Memberships
New York State Bar Association, Taxation Section.
Education
Hofstra University School of Law, JD (Articles Editor, Hofstra Law Review).
Lawyer Rankings
United States > Tax > US taxes: non-contentious
Schulte Roth & Zabel LLP‘s strong reputation in private investment fund matters ensures that the firm is frequently engaged by leading hedge funds, private equity firms, and alternative asset managers. M&A, blockchain technology and digital assets, shareholder activism, and real estate are areas of particular expertise for the New York-based team. Practice co-head Alan Waldenberg specializes in investment funds, an area where David Wermuth is also instructed, while fellow co-head Shlomo Twerski handles hedge fund and management company structures. Also recommended are Philippe Benedict, who advises on transactions involving sales or spin-offs, securitizations and funds, and Elie Zolty, whose expertise further spans partnerships and REITs.
Lawyer Rankings
Top Tier Firm Rankings
- Investment fund formation and management > Alternative/hedge funds
- Finance > Restructuring (including bankruptcy): municipal
- M&A/corporate and commercial > Shareholder activism
Firm Rankings
- M&A/corporate and commercial > M&A: middle-market ($500m-999m)
- Finance > Structured finance: securitization
- Investment fund formation and management > Private equity funds (including venture capital)
- Labor and employment > ERISA litigation
- Dispute resolution > Financial services litigation
- Finance > Financial services regulation
- Dispute resolution > M&A litigation: defense
- Investment fund formation and management > Mutual/registered/exchange-traded funds
- Real estate > Real estate finance
- Dispute resolution > Securities litigation: defense
- Tax > US taxes: non-contentious
- Dispute resolution > General commercial disputes
- Real estate > Real estate
- Dispute resolution > Corporate investigations and white-collar criminal defense
- Finance > Restructuring (including bankruptcy): corporate