Private Wealth

For nearly 100 years, BakerHostetler lawyers have advised and represented generations of clients in sophisticated, long-term planning for their families, their businesses and their philanthropies. With more than 30 practitioners in offices across the country, we are uniquely qualified to counsel clients whose critical legal needs require the cross-disciplinary resources of a broad-based national law firm. Our Private Wealth practice provides comprehensive experience in the areas of concern for high-net worth clients, including:

  • Family legacy planning
  • Business succession planning
  • Charitable planning
  • Trust and estate administration
  • Fiduciary representation
  • Tax controversy matters
  • Family offices
  • Formation and operation of private trust companies
  • Family law issues

Unlike many large law firms, we continue to devote substantial resources to our Private Wealth practice. We understand the importance of these services to our clients and in maintaining longstanding client relationships built on trust. With families and businesses expanding geographically, our national footprint ensures consistent personal service of the highest quality in multiple jurisdictions. Rapidly changing state laws provide new challenges and opportunities to high-net worth families, making it more important than ever for clients to have access to legal counsel with regional knowledge, and the necessary contacts with local and state government bodies and court systems.

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Often a client’s needs require input from other legal disciplines and our Private Wealth lawyers operate as the gateway to our firm’s broad range of practice areas. We work collaboratively with our colleagues in the areas of real estate, business, securities, family law, and litigation to provide full-service and creative solutions in a cost-effective manner. In this way, we are able to serve as “general counsel” to high-net worth families and their businesses, helping coordinate their needs across multiple issues and legal disciplines.

Many of our clients have their own family office, and we have been pioneers in working together with family office personnel to efficiently serve the diverse needs of these sophisticated clients. We have a dedicated team of Private Wealth lawyers, and others from related disciplines, who work collaboratively to focus our substantial experience in structuring and servicing family offices. Our Family Office team has counseled clients in the formation and operation of their own private trust companies, providing them with the benefits of a permanent corporate trustee.

Trustees and executors rely on our substantial experience in representing fiduciaries. For nearly a century, we have represented individual and corporate fiduciaries in some of the largest and most complicated trusts and estates in the nation. If controversies arise in the fiduciary context, we use our deep understanding of tax law and business acumen to help structure practical and successful outcomes. If a resolution cannot be obtained through negotiation, we collaborate with experienced BakerHostetler litigators to effectively represent our clients in court.

Learn more about how we partner with our clients in the areas of:

Professionals

Name Title Office Email
Rebecca C. Alexander Partner Denver
Oakley V. Andrews Partner Cleveland
Edward J. Beckwith Partner Washington, D.C.
Lisa M. Burkdall Counsel Costa Mesa
James P. Casey Associate Costa Mesa
William J. Culbertson Counsel Cleveland
Leah E. DeLancey Partner Costa Mesa
Ashley L. Dietrich Associate Denver
Jennifer L. Eschedor Counsel Cleveland
Christopher D. Fidler Partner Columbus
Robert R. Galloway Partner Cleveland
Theodore Z. Gelt Of Counsel Denver
Ellen E. Halfon Counsel Cleveland
Suzanne M. Jambe Partner Cleveland
Herbert W. Kalmbach Of Counsel Costa Mesa
Robert K. Lease Partner Cleveland
Gordon F. Litt Partner Columbus
James A. Loeb Partner Cleveland
Chad W. Makuch Associate Cleveland
George T. Mooradian Partner Costa Mesa
Lisa A. Roberts-Mamone Partner Cleveland
Kevin G. Robertson Partner Cleveland
Barry R. Robinson Partner Columbus
Jeannette Owen Roegge Counsel Washington, D.C.
Daniela Ronchetti Associate Denver
Jack I. Samet Partner Costa Mesa
Anthony J. Scaletta Partner Orlando
Mark D. Senff Partner Columbus
Michelle M. St. Pierre Partner Denver
David L. Starbuck Partner Denver
Michael R. Stiff Partner Denver
Raymond L. Sutton Jr. Partner Denver
Joseph F. Verciglio Partner Cleveland
Samantha M. White Associate Denver

Recognition

  • BakerHostetler received a 2014 “Best Law Firms” National Tier 1 Ranking in the area of Trusts & Estates Law from U.S. News – Best Lawyers®.
    • Regional Tier 1 rankings were earned in Trusts & Estates Law in Cleveland, Colorado, Columbus and Washington, DC.
  • Twelve partners were selected by their peers for inclusion in The Best Lawyers in America© 2014 in various private wealth-related fields.
    Copyright 2013 by Woodward/White, Inc., of Aiken, SC.

Key Contacts

Blog

In The Blogs

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WealthDirector
SEC “Common Trust Fund” Exception Narrowly Construed for Private Trust Companies
April 16, 2014
Recent years have seen a dramatic increase in the number of Private Trust Companies (“PTCs”) established by wealthy families.  PTCs are used to consolidate the trustee function of multiple trusts within a family, and because these trusts...
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WealthDirector
IRS Issues Warnings about Email and Telephone Tax Scams
April 15, 2014
As the 2014 tax filing season progresses the Internal Revenue Service has issued warnings to taxpayers about convincing fraudulent email messages and telephone calls seeking payments or personal information that will enable the scammer to...
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WealthDirector
The Waiting Game: What to Do (and Not Do) While an Exemption Application is Pending
April 9, 2014
So, you have thoughtfully and thoroughly prepared the Form 1023 Application for Recognition of Exemption Under Section 501(c)(3) (“Form 1023” or “application”) on behalf of a charity, and filed it with the IRS along with a completed...
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WealthDirector
U.S.TAX COURT DECISION MAY ALLEVIATE THE 3.8% NET INVESTMENT INCOME TAX BURDEN FOR MANY TRUSTS
March 31, 2014
Because trusts are subject to the 3.8% Net Investment Income Tax at a very low income level, $12,150 for 2014, trustees of trusts owning interests in operating entities have been considering ways to meet the material participation...
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WealthDirector
Will Camp Tax Plan Impact Charitable Giving and Tax-exempt Organizations?
March 26, 2014
In late February 2014, House Ways and Means Committee Chairman Dave Camp (R-MI) released a nearly 1,000 page discussion draft addressing tax reform.  Chairman Camp’s proposal includes changes to numerous sections of the Internal Revenue...
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