David H. Gershel

Services

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

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.

Prior to joining Berkowitz, Trager & Trager, LLC, Mr. Gershel worked for international law firms based in New York and resided and maintained a broad-based private client practice in Zurich, Switzerland.

Education

• New York University School of Law, LL.M. in Taxation, 2013
• Tulane Law School J.D., cum laude, 2012
• Colgate University, B.A., 2009

Bar Admissions

• New York
• New Jersey
• Connecticut – pending admission

Memberships

• Society of Trust and Estate Practitioners (STEP)

Languages

• Portuguese (Conversational)