Alan Halperin possesses significant expertise in the private client field, excelling in tax and succession planning for charitable entities and family corporations.
A partner and co-chair of the personal representation department, Alan Halperin counsels clients on a broad range of issues including estate planning and related tax work, estate and trust administration, tax and succession planning for family corporations and partnerships and charitable giving.
Alan works closely with a variety of clients, including private equity and hedge fund managers, entrepreneurs, corporate executives, investment bankers, real estate developers, family offices and philanthropists to help them identify their objectives and provide creative and pragmatic solutions designed to meet their specific goals. His recent representations include advising independent executors and trustees as they navigate sensitive family, financial and tax issues relating to the administration of estates and trusts; representing family members and professionals at multi-generational family offices on estate planning, trust administration and reporting issues; assisting individuals with their complex multi-national tax issues relating to trusts where beneficiaries reside in multiple countries; and representing principals at private equity firms and hedge funds in connection with their estate planning.
Alan has been listed as a leading lawyer by Chambers USA and Chambers High Net Worth (currently ranked “Band 1”) for his work in wealth management law and private wealth law respectively, since 2006. He has also been listed in The Best Lawyers in America for trusts and estates law (New York City) since 1995.
For the last two decades, Alan has been an adjunct professor at New York University School of Law where he has taught a number of courses involving taxation of trusts and estates, estate and gift tax and charitable giving. He has lectured extensively on estate planning subjects, including at the Heckerling Institute and presented the New York City Bar Association’s Mortimer H Hess Memorial lecture. Alan has written articles that have appeared in numerous legal journals and guides.
In addition, Alan is a fellow of the American College of Trust and Estate Counsel. He serves as co-chair of the estate and gift taxation committee of the tax section of the New York State Bar. He is also the former chair of the trusts, estates and surrogate’s court committee for the Association of the Bar of the City of New York and a former member of that Association’s Committee on Estate and Gift Tax. He serves on the tax panel for the United Jewish Appeal – Federation of Jewish Philanthropies of New York, Inc.