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Address
551 Fifth Avenue
New York, New York 10176 (New York Co.)
Average Client Review Rating
Rating not available
Average Peer Review Rating
5.0
out of 5
(Main Office) Based in New York City, our firm has an outstanding reputation in the transactional, business, tax, estates, real estate, litigation and securities arenas, representing clients in a wide range of local, state, national and international matters. We respond to our clients' needs quickly, efficiently and cost-effectively. Our size and versatility enable us to combine our business acumen and sophisticated legal skills with the personal approach of a trusted advisor. We are well-positioned in a variety of "niches," such as Hedge Funds and other Private Investment Funds including Funds pursuing Investor Activism and direct investments; Private Client Tax & Estate Planning; Real Estate Funds, Joint Ventures and Development; Mortgage Financing and Commercial Leasing; Corporate, Commercial and Securities Litigation; Middle-Market Mergers & Acquisitions; Executive Employment Contracts; Security Holder Rights Enforcement; Alternative Dispute Resolution; and Creditors' Rights/Bankruptcy. Statement of PracticeHedge Funds, Private Equity Funds, Investment Management, Estate Planning and Administration, Real Estate, Investor Activism, Securities and Corporate Finance, Litigation, Risk Management and Arbitration, Mergers and Acquisitions, Tax, Executive Compensation, Bankruptcy/Workout, Commodities, and Bank Debt and Claims Trading. Year Established: 1971
Firm Size: 41
Address551 Fifth Avenue
New York, NY 10176, (New York Co.)
PhonePhone: 212-986-6000
Facsimile: 212-986-8866
Website
http://www.kkwc.com
Fredric A. Kleinberg (Member) admitted to bar, 1968, New York. Education: University of Miami (B.B.A., 1964); Georgetown University (J.D., 1967). Omicron Delta Kappa. Member, Iron Arrow. Advisor, Eugene and Estelle Ferkauf Foundation, 1972-1998. Trustee: Board of Governors of the Graduate Schools of Yeshiva University, 1973-1977; Children's Medical Center of New York, 1973-1986; The Jewish Braille Institute of America, 1976-1979; Benjamin N. Cardozo School of Law, 1977-1987; Dartmouth College Medical School, 1979-1986; The Nassau Center, 1983-1986. Associate Trustee, Long Island Jewish Hillside Medical Center, 1978-1983. Trustee, Daytop Village Foundation, 1992-1997. Trustee, International Council of The Salk Institute of Biological Sciences, 1983-1999. Practice Areas: Executive Compensation; Hedge Funds; Mergers and Acquisitions; Securities; Corporate Law; Real Estate.Email: Fredric A. Kleinberg
Myron Kaplan (Member) admitted to bar, 1970, New York. Education: Columbia University (A.B., cum laude, 1966); Harvard University (J.D., 1969). Named to New York Super Lawyers, Law & Politics Magazine, 2006, 2007, 2008 and 2009; and 2009 Corporate Counsel national edition for top attorneys in corporate and securities law. Co-Author, "Purchasing Recycled Paper," 58 American Bar Association Journal 851, August 1972. Member, Board of Directors, Public Action Coalition on Toys, 1976-1983. Trustee, 1979-1991, 1993, Member, Executive Committee, 1993, Vice Chairman, 1995, JBI International, Inc., formerly, The Jewish Braille Institute of America. Trustee, 1991, Member, Executive Committee, 1992-1999, and Chairman, Exhibition Committee, 1992-1999, The Children's Museum of Manhattan. Member: Board of Directors 1993-2002, Executive Committee, 1996-1999 and Chairman, Compensation Committee, 1996-1999, Trans World Airlines, Inc. Member: Board of Directors, 2002-2003, SAir Group Finance (USA) Inc.; Member: Board of Directors and Chairman, Compensation Committee, 2002-2007, Kitty Hawk, Inc. Lecturer: Hedge Fund Services Seminar, 1994, Managed Account Reports, Inc.; Conference on Alternative Investments, 1995; Institute for International Research Conference on Financial Products, 1995; UBS Prime Brokerage CFO/COO Conference, 2007; Goldman Sachs Allocators/Managed Account Seminar, 2008; Hedge Fund Compensation Practices Conference, hosted by UBS, June 2009. Member: American Bar Association (Committees on Sherman Act, 1981-1985 and Franchising, 1981-1985, Anti-trust Law Section; International Law Section). Practice Areas: Hedge Funds; Executive Compensation; Private Equity; Mergers and Acquisitions; Securities; Corporate Law; Contracts.Email: Myron Kaplan
Norris D. Wolff (Member) admitted to bar, 1970, New York; 1971, U.S. Court of Appeals, Second Circuit and U.S. District Court, Southern and Eastern Districts of New York; 1980, U.S. District Court, Eastern District of Wisconsin; 1981, U.S. Court of Appeals, Third Circuit; 1984, U.S. Supreme Court, U.S. Court of International Trade and U.S. Court of Appeals, Sixth Circuit; 1988, U.S. Court of Appeals, Seventh Circuit; 1990, U.S. District Court, District of Arizona; 1991, U.S. District Court, Northern District of New York; 2000, U.S. District Court, Western District of Michigan. Education: University of Pennsylvania (B.S., 1966); Georgetown University (J.D., 1969). Member, Executive Board, Law and Policy in International Business, 1968-1969 (now Georgetown Journal of International Law). Author: "National Banks and the Vanishing Venue Defense," 97 Banking Law Journal 245, 1980; "Counterclaims Against Absent Class Members," 98 Banking Law Journal 47, 1981; "Foreign Insolvency Proceedings and the American Bank: The Section 304 Problem," 100 Banking Law Journal 4, 1983; "Letters of Intent, Preliminary Agreements, and Binding Acquisition Agreements," 111 Banking Law Journal 292, 1994; "Trial Practice Video Conferencing," Vol. IX, Federal Bar Council News, October 2002. Law Clerk, National Advisory Commission on Civil Disorders, 1968. Member, Panel of Arbitrators, FINRA (formerly National Association of Securities Dealers, Inc.), 1985. Member: American Bar Association; Federal Bar Council; New York City Bar Association. Practice Areas: Domestic and International Arbitration; Litigation; Products Liability; Executive Compensation.Email: Norris D. Wolff
James R. Cohen (Member) admitted to bar, 1966, New York, U.S. Tax Court and U.S. Court of Federal Claims. Education: Dartmouth College (B.A., 1963); New York University (LL.B., 1966; LL.M. in Taxation, 1967). Named to New York Super Lawyers, Law & Politics Magazine, 2006, 2007 and 2009. Co-Author: "Cheaper By the Dozen? Blockage Discounts in Art Valuation," Chubb Collectors Fine Arts, July 2007; "Recent Developments Could Increase the Attractiveness of Hedge Fund Life Insurance Annuities," Marcum & Klingman LLP's Private Investment Forum, Fourth Quarter, 2006; "PPLI Invested in Hedge Funds," Trusts & Estates, May 2006; "Tax Efficient Investing Using Private Placement Variable Life Insurance and Annuities," The Journal of Private Portfolio Management, Winter 1999 (Vol. 2, Number 3, P.27); "Is Increasing Hedge Fund After-Tax Returns Using Private Placement Life Insurance and Annuities Still Viable," The Journal of Wealth Management, Fall 2004; "To Defer or Not to Defer," Private Investment Forum, First Quarter 2001; "Hedge Funds in Estate Planning," Lookout Mountain, Volume 1, No. 2, April 1994; "The Section 83(b) Election Is Alive and Well and Sometimes Indispensable," Taxes-The Tax Magazine, Sept. 1988. Lecturer: "Estate Planning Issues," Lawline's Estate Planning Broadcast Program, 2006; "Effective Estate, Business Continuity and Asset Protection Planning for General Partners," Financial Research Associates Annual Effective Hedge Fund Tax Practices, 2001-2006; Foundation for Accounting Education, 1995 and 1999, Institute for Private Investors, 1994 and 1996, Mar/Hedge, 1995 and 1996; "Estate Planning," Lawline.com, 1999, internet continuing legal education course; NMS Wealth Management, 1998; U.S. Trust, "Selected Estate Planning Strategies," 1997. Board and Executive Committee, The Abraham Fund Initiatives. Member: American Bar Association (Committee on Income Taxation of Estates and Trusts, 1972-1973; Real Property, Probate and Trust Law Section, 1981). Practice Areas: Estate Planning; Taxation; Probate; International Law; Insurance.Email: James R. Cohen
Jeffrey S. Bortnick (Member) admitted to bar, 1983, New York; 1988, U.S. Tax Court and U.S. Claims Court; 1992, U.S. Court of Appeals, Federal Circuit. Education: Adelphi University (B.B.A., summa cum laude, 1979); New York University (J.D., cum laude, 1982; LL.M., in Taxation, 1986). Order of the Coif; Delta Mu Delta; Eta Chi Alpha; Delta Tau Alpha. Recipient, American Jurisprudence Award in Estate Planning. Author: "Tax Management - Building Wealth, Reducing Taxes," "The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency and Asset Protection Through Private Placement Life Insurance," February 2005; "Nonresident Partners in Hedge Funds May Avoid New York Tax on Services Performed There," Journal of Multistate Taxation, Sept./Oct. 1993. Co-Author: "Recent Developments Could Increase the Attractiveness of Hedge Fund Life Insurance and Annuities," Marcum & Kliegman LLP's Private Investment Forum, Fourth Quarter 2006; "PPLI Invested in Hedge Funds," Trusts & Estates, May 2006; "Is Increasing Hedge Fund After-Tax Returns Using Private Placement Life Insurance and Annuities Still Viable?" The Journal of Wealth Management, Fall 2004; "Tax Efficient Investing Using Private Placement Variable Life Insurance and Annuities," The Journal of Private Portfolio Management, Winter 1999 (Vol. 2, Number 3, P.27); "Domestic Private Placement Life Insurance and Annuities Can Substantially Increase Hedge Fund After-Tax Returns," Hedge Views, Winter, 1998; "Increasing Hedge Fund Returns Using Insurance and Estate Planning," Private Wealth Management, 1997/1998 at 119; "Life Insurance For Your Hedge Funds," Relativity Speaking, Regeneration Partners, June 1997; "Tax Advantages of Section 83 (b) Election Can Be Significant," 86 Journal of Taxation 39, 1997; "Increasing Hedge Fund After-Tax Returns Through Private Placement Life Insurance," 3 Lookout Mountain Hedge Fund Review 4, 4th Quarter, 1996; "The Section 83(b) Election Is Alive and Well and Sometimes Indispensable," Taxes-The Tax Magazine, Sept. 1988. Lecturer: Tax and Financial Reporting Practices for Hedge Funds, November 2004; Financial Research Associate's LLC's Insurance-Based Hedge Fund Investing Seminar, December 2002; The Rodney L. White Center for Financial Research 29th Annual Seminar, March 2000; Foundation for Accounting Education's Investment Partnerships Conference: Advanced Topics, 1995 and 1998; Hedge Fund Services Seminar, 1994. Member: New York City Bar Association. Practice Areas: Taxation; Hedge Funds; Estate Planning; Private Equity; Mergers and Acquisitions; International Law; Insurance.Email: Jeffrey S. Bortnick
Andrew M. Chonoles (Member) admitted to bar, 1988, New York. Education: Emory University (B.A., 1984); Brooklyn Law School (J.D., 1987). Member, Brooklyn Journal of International Law. Member, Board of Directors, Publicolor, 2003-2006. Fundraising Liaison, The School at Columbia University, 2004-2005. Managing Partner, Kleinberg, Kaplan, Wolff & Cohen, P.C., 2006. Member: New York City Bar Association. Practice Areas: Real Estate; Private Equity; Finance; Corporate Law.Email: Andrew M. Chonoles
Christopher P. Davis (Member) admitted to bar, 1991, New York. Education: Georgetown University (A.B., cum laude, 1986); Syracuse University (J.D., 1989). Syracuse University Scholar. Lead Articles Editor and Symposium Editor, Syracuse University Journal of International Law and Commerce. Head, Mergers and Acquisitions Team, Kleinberg, Kaplan, Wolff & Cohen, P.C. Member: New York City Bar Association. Practice Areas: Mergers and Acquisitions; Investor Activism; Private Equity; Corporate Law.Email: Christopher P. Davis
Matthew J. Gold (Member) admitted to bar, 1983, New York. Education: Yale University (B.A., 1979); University of Pennsylvania (J.D., 1982). Named to New York Super Lawyers, Law & Politics Magazine, 2007. Author: "Global Crossing and the Use of IRUs: Unsettled Questions on Their Legal Status," The Bankruptcy Strategist Vol. XIX, No. 6 (April 2002 Law Journal Newsletters); Co-Author: "Letters of Credit in Bankruptcy," (Letters of Credit Institute, 1984, 1985, 1986), Municipal Bankruptcy (Law and Business, 1983). Lecturer: Continuing Legal Education Seminars on Bankruptcy: Miami, Florida, 1999; White Plains, New York, 2001. Member: New York City Bar Association. Practice Areas: Bankruptcy; Creditors Rights; Litigation; Bank Debt and Claims Trading.Email: Matthew J. Gold
Philip S. Gross (Member) admitted to bar, 1988, New Jersey; 1990, New York; 1992, U.S. Tax Court. Education: College of William & Mary (B.B.A., 1983); Vanderbilt University (J.D., 1986); New York University (LL.M. in Taxation, 1989). Beta Gamma Sigma. Certified Public Accountant, New York, 1989. Author: "Some Innovative Hedge Fund Tax Ideas," 22 Journal of Taxation and Regulation of Financial Institutions 12, March/April 2009; "Current Hedge Fund Tax Issues," Bank of America Hedge Fund Conference, 2006; "ERISA Fund Structuring," Deloitte Conference, 2005; "Tax Planning for Offshore Hedge Funds-the Potential Benefits of Investing in a PFIC," 21 Journal of Taxation of Investments 187, 2004; "Tax Issues in Structuring Your Hedge Fund," Private Investment Forum, 2004. Co-Author: "To Defer or Not to Defer," Private Investment Forum, 2001; "Tax Advantages of Section 83(b) Election Can Be Significant," 86 Journal of Taxation 39, 1997. Lecturer: "U.S. Distressed Debt Investing, Structuring Funds to Minimize Doing Business Risks," 2009 Taxation of Financial Instruments and Transactions Conference, Foundation for Accounting Education, Debt Modification Panel, January 2009; "Realizing Your Maximum Potential through Offshore Funds," Institute for International Research's Hedge Fund and Compliance Forum, June 2008; "Key Tax Issues Affecting Hedge Funds, Hedge Fund Tax Accounting, and Administration Master Class," FRA, May 2008; "Establishing Investment Management Operations in London - U.S. Income Tax Planning," FRA Webinar Series, January 2008; "Structuring Offshore Funds for Tax Efficiency and Compliance - Avoiding Costly and Complicated Mistakes When Starting an Offshore Fund," FRA Webinar Series, December 2007; "Accounting For Uncertainty in Income Taxes - FIN 48, Effective Hedge Fund Tax Practices," FRA, November 2007; "The Impact of the American Jobs Creation Act of 2004," Institute for International Research Conference on Tax and Reporting Practices for Hedge Funds. Co-Speaker: "Structuring and Restructuring Funds and Managers in Light of Recent Tax Changes and Proposed Changes," NYSSCPA Taxation of Financial Products Seminar, January 2010; "Current Developments in Taxation Including TALF Issues," NYSSCPA Investment Company Conference, November 2009; "Avoiding Tax Traps for Investments in Controlled Foreign Corporations and Passive Foreign Investment Companies," Effective Hedge Fund Tax Practices, Financial Research Associates, November 2009; "Tax Consequences of Hedge Fund Structures," Financial Research Associates Webinar, October 2009. Member: Managed Funds Association (Tax Section); New York State Society of CPAs (Taxation of Financial Products Committee); Texas Hedge Fund Association. Member: The Association of the Bar of the City of New York (Committee on Taxation of Business Entities); New York State Bar Association (Tax Section, Committee on Taxation of Financial Instruments). Practice Areas: Taxation; International Taxation; Hedge Funds; Private Equity Funds; Mergers and Acquisitions.Email: Philip S. Gross
Lawrence D. Hui (Member) admitted to bar, 1988, New York. Education: Dartmouth College (A.B., magna cum laude, 1982); University of Chicago (J.D., with honors, 1986). Phi Beta Kappa. Law Clerk to Hon. E. Grady Jolly, U.S. Court of Appeals, Fifth Circuit, 1986-1987. Member: New York City Bar Association; American Bar Association ( Business Law Section). Languages: French. Practice Areas: Securities; Corporate Law; Hedge Funds; International Law; Derivative Products; Structured Finance.Email: Lawrence D. Hui
Max Karpel (Member) admitted to bar, 2000, New York. Education: Yale University (B.A., 1996); New York University School of Law (J.D., 1999). Staff Editor, New York University Journal of International Law and Politics. Member: New York City (Member, Corporation Law Committee, 2009) and American Bar Associations. Languages: Hebrew. Practice Areas: Hedge Funds; Securities Law; Corporate Law; Mergers and Acquisitions; Investor Activism; Investment Management; Joint Ventures; Executive Compensation.Email: Max Karpel
James R. Ledley (Member) admitted to bar, 1973, New York; 1974, U.S. Tax Court; 1992, District of Columbia. Education: Bates College (B.A., 1969); Columbia University (J.D., 1972); New York University (LL.M., in Taxation, 1975). Harlan Fiske Stone Scholar, 1970-1972. Named to New York Super Lawyers, Law & Politics Magazine, 2007, 2008 and 2009. Associate Editor, Journal of Law and Social Problems, 1970-1972. Member: New York City Bar Association; New York State and American Bar Associations. Practice Areas: Estate Planning; Estate Administration; Taxation.Email: James R. Ledley
James D. McCann (Member) admitted to bar, 1998, Massachusetts and New York. Education: Rutgers University (B.A., 1994); Cornell University Law School (J.D., cum laude, 1997). Member: American Bar Association (Member, Tax Section). Practice Areas: Tax Law; Private Equity Funds; Mergers and Acquisitions; Hedge Funds.Email: James D. McCann
Jamie L. Nash (Member) admitted to bar, 2002, New York. Education: New York University - Leonard N. Stern School of Business (B.S., summa cum laude, 1998) Beta Gamma Sigma; Fordham University School of Law (J.D., 2001). Staff Editor, Fordham Law Review. Member, Managed Funds Association. Lecturer: Maples Investment Funds Forum 2009 (Cayman Islands). Member: New York City Bar Association. Practice Areas: Hedge Funds; Investment Management; Securities; Corporate Law; Executive Compensation.Email: Jamie L. Nash
David Parker (Member) admitted to bar, 1974, New York and U.S. District Court, Southern and Eastern Districts of New York; 1975, U.S. Court of Appeals, Second Circuit; 1985, U.S. Tax Court; 1991, U.S. Claims Court and U.S. Court of Appeals, Federal Circuit. Education: Brown University (A.B., cum laude, 1969) Phi Beta Kappa; Yale University (J.D., 1973). Named to New York Super Lawyers, Law & Politics Magazine, 2007, 2008 and 2009. Director, New York City Justice Project, 2006. Director, Legal Services for New York City, 1983. Trustee, Brown/RISD Hillel Foundation, 2008. Trustee, Horace Mann School, 2001. Trustee and Officer, Park Avenue Synagogue, 1991-2003. Honorary Trustee and Honorary Vice President, Park Avenue Synagogue, 2003. Visiting Lecturer, Hedge Fund Litigation: Northwestern University School of Law; University of Chicago Law School. Member: New York City Bar Association. Practice Areas: Corporate Litigation; Commercial Litigation; Securities Litigation; Bankruptcy; Investor Activism; Hedge Funds; Derivative Products; Bank Debt and Claims Trading; Mergers and Acquisitions; Emerging Markets; Executive Compensation.Email: David Parker
Robert S. Schneider (Member) admitted to bar, 1967, New York; 1975, U.S. District Court, Southern and Eastern Districts of New York and U.S. Court of Appeals, Second Circuit. Education: Brandeis University (B.A., 1963); Stanford University (J.D., 1966). Recipient, American Jurisprudence Award. Author: "Where's the Investment Risk?- The Characterization of Insurance Company Products as Non-Exempt Securities under the Securities Act of 1933," 1985 Legal Section Proceedings, American Council of Life Insurance, 143; "The Feds Are Coming: Proposed Changes in the Regulation of the Solvency of the Insurance Industry," 1993 Annual Conference Proceedings, Insurance Accounting and Systems Association. Co-Author: "Evolution of Money Laundering Regulation," 31 Workbook for Hedge Fund Professionals, HedgeWorld, 2004; "Anti-Money Laundering for Broker-Dealers," 42, Workbook for Hedge Fund Professionals, HedgeWorld, 2004. Speaker: "The Insurance/Securities Dilemma: A Discussion of Fixed and Variable Annuities," General Membership Meeting, California Association of Independent Broker-Dealers, Orange, California, May 10, 1992; "Regulatory Concerns and Legal Issues Affecting Hedge Funds in Insurance-Based Products," Forum on Insurance-Based Hedge Funds, Institute for International Research, New York, December 9-10, 2002; "An In-depth Review of Recent Legislative and Regulatory Developments," Forum on Mastering Effective Tax and Financial Reporting Practices for Hedge Funds, Institute for International Research, April 30-May 1, 2003; "Anti-Money Laundering 2004," HedgeWorld, April 20, 2004. Member: Subcommittee on 1933 and 1934 Acts, 1977-1983; Committee on Securities Investments, 1982-1983; Committee on Securities Regulation, 1984-1988, American Council of Life Insurance. Special Counsel, 1993-1994 and General Counsel, 1994-1997, Society of Financial Examiners. Member, Board of Directors and Finance Committee, Orange State Life and Health Insurance Company, 1982-1988. Member, Board of Directors, Home Life Equity, Bond and Liquid Funds, Sentra Securities Corporation, W.S. Griffith & Co., Inc. (Broker-Dealer) 1986-1988. Member: New York City Bar; New York State, Federal and American Bar Associations; Association of Life Insurance Counsel (Chairman, Company Products Committee, Securities Section, 1987-1990). Fellow: American College of Investment Counsel. Practice Areas: Corporate Law; Securities; Insurance; Registered Investment Funds; Hedge Funds.Email: Robert S. Schneider
Stephen M. Schultz (Member) admitted to bar, 1975, New York. Education: State University of New York at Stony Brook (B.S., cum laude, 1971); New York University (J.D., 1974; LL.M. in Taxation, 1981). Co-Author: "An Update on Hedge Funds," Business Law Today, September/October 1997 at 58; "Steps for Organizing a Broker Dealer," Private Asset Management, January 27, 1997 at 11; "Handling Hedge Funds-Navigating the Regulatory Maze," Business Law Today, May/June 1996, at 54; "Watch Out for Commodities Law Compliance," Private Asset Management, December 18, 1995, at 9. Author: "Performance-Based Fees Under the Investment Advisers Act of 1940," The Business Lawyer, February, 1984. Member: New York City Bar Association; American Bar Association (Section on Corporation, Banking and Business Law); New York County Lawyers' Association (Committee on Securities and Exchanges, 1978-1980). Practice Areas: Securities; Corporate Law; Hedge Funds; Investment Management; Investor Activism; Commodities; Private Equity Funds; Executive Compensation.Email: Stephen M. Schultz
Martin D. Sklar (Member) admitted to bar, 1985, New York. Education: Princeton University (A.B., magna cum laude, 1981); New York University (J.D., 1984). Author: "The Corporate Indenture Trustee: Genuine Fiduciary or Mere Stakeholder?" The Banking Law Journal, January/February 1989. Lecturer, MAR/Hedge Offshore Funds Conference, 2000. Member: New York City Bar Association (Member, Private Investment Funds Committee, 2003-2006); American Bar Association (Section on Business Law); FINRA (formerly National Association of Securities Dealers) (Member, Panel of Arbitrators, 1988); Princeton Alumni Association of Westchester (President, 2002); Texas Hedge Fund Association. Practice Areas: Hedge Funds; Mergers and Acquisitions; Private Equity Funds; Investor Activism; Investment Management; Securities.Email: Martin D. Sklar
Sharon M. Tomao (Member) admitted to bar, 1997, New York. Education: Dartmouth College (B.A., 1993); Georgetown University Law Center (J.D., 1996). Current Developments Editor, Georgetown Immigration Law Journal. Author, "The Cultural Defense: Traditional or Formal?" Georgetown Immigration Law Journal, Volume 10, Number 2, Winter, 1996. Member, Managed Funds Association; Texas Hedge Fund Association. Member: New York City Bar Association; American Bar Association. Practice Areas: Hedge Funds; Investment Management; Executive Compensation; Private Equity; Commodities; Corporate Law; Securities.Email: Sharon M. Tomao
Eric S. Wagner (Member) admitted to bar, 1997, New York. Education: Cornell University (B.S., 1992); New York University School of Law (J.D., 1995). Staff Editor, New York University Review of Law & Social Change. Lecturer: Banc of America Prime Brokerage Services Sixth Annual Southwest CFO/COO Summit, May 2008; UBS Prime Brokerage CFO/COO Conference, September 2006, October 2007; GAIM USA Hedge Fund Conference, January 2006; Foundation for Accounting Education Investment Partnership Conference, 2004 and 2005. Member: New York City Bar Association (Member, Private Investment Funds Committee, 2007). Practice Areas: Hedge Funds; Investment Management; Commodities; Executive Compensation.Email: Eric S. Wagner
Ross L. Yustein (Member) admitted to bar, 1994, New Jersey; 1995, New York. Education: Brown University (B.A., 1988); Georgetown University Law Center (J.D., 1994). Member: New York City Bar Association. Practice Areas: Real Estate; Finance; Bankruptcy; Workout.Email: Ross L. Yustein
OF COUNSELRobert L. Berman (Of Counsel) admitted to bar, 1978, New York; 1981, District of Columbia. Education: Harpur College, State University of New York at Binghamton (B.A., 1972); St. John's University (J.D., 1977). Member, St. John's University Law Review, 1975-1977. Attorney-Advisor, Office of Chief Counsel, Internal Revenue Service, Interpretative Division, Washington, D.C., 1977-1982. Practice Areas: Securities; Corporate Law; Private Equity Funds; Distressed Bank Debt and Trade Claims; Collateralized Debt Obligations.Email: Robert L. Berman
Michael S. Levine (Of Counsel) admitted to bar, 1998, New York. Education: Yale University (B.A., 1994); George Washington University (J.D., 1997). Member, The Environmental Lawyer. Author: "Will Tax Incentives Help Revitalize the Inner City," 13 St. Tax Notes 697, 1997. Member: New York State Bar Association. Languages: French. Practice Areas: Bank Debt and Claims Trading; Hedge Funds; Securities and Corporate Finance; Private Equity Funds; Real Estate; Bankruptcy/Workout.Email: Michael S. Levine
Mary C.M. Kuan (Of Counsel) admitted to bar, 2000, New York. Education: University of California at Los Angeles (B.A., summa cum laude, 1996); University of Chicago (J.D., 1999). Phi Beta Kappa. Golden Key. Articles Editor, Roundtable Law Journal. Member: New York City Bar Association; American Bar Association. Languages: Chinese (Mandarin). Practice Areas: Securities and Corporate Finance; Hedge Funds; Private Equity Funds; Bank Debt and Claims Trading.Email: Mary C.M. Kuan
Jodi F. Krieger (Of Counsel) admitted to bar, 1988, New York, New Jersey and U.S. District Court, Eastern District; U.S. District Court, District of New Jersey. Education: State University of New York at Binghamton (B.A., 1985); Brooklyn Law School (J.D., 1988); New York University (LL.M., Taxation, 2000). Member: New York State Bar Association (Member, Trusts and Estates Law Section); New York City Bar Association. Practice Areas: Trusts and Estates.Email: Jodi F. Krieger
Maurice S. Spanbock (Of Counsel) admitted to bar, 1950, New York. Education: Columbia University (B.A., 1944); Oxford University, Oxford, England, 1945; Harvard University (LL.B., 1950). Trustee, 1994-2002, Honorary Trustee, 2002 and Chairman, Board of Trustees, 1987-1992, Carnegie Council on Ethics and International Affairs. Secretary, Director, Initial Teaching Alphabet Foundation, 1980. Trustee and Honorary President, Lincoln Square Synagogue, 1976. Member, National Panel of Arbitrators, American Arbitration Association, 1966. Member: New York City Bar Association (Member, Committees on: Copyright, 1965-1967; Art Law, 1977-1980, 1986-1989); American Bar Association (Chairman, Committee on Taxation, Patent, Trademark and Copyright Law, Taxation Section, 1979-1981); Practising Law Institute (Member, Panel on Copyright, 1979). Practice Areas: Estate Planning; Probate; Entertainment Law.Email: Maurice S. Spanbock
Bruce D. Steiner (Of Counsel) admitted to bar, 1976, New York, U.S. Tax Court and U.S. Claims Court; 1978, New Jersey, Florida, and U.S. District Court, District of New Jersey; 1996, U.S. Court of Appeals, Third Circuit; 2005, U.S. District Court, Southern and Eastern Districts of New York. Education: Cornell University (A.B., 1972); State University of New York at Buffalo (J.D., cum laude, 1975); New York University (LL.M. in Taxation, 1976). Author: "Logarithms, Exponents and Carryover Basis," 56 Taxes 486, August 1978; "Liabilities in Excess of Basis in Corporate Reorganizations-When Should Gain Be Recognized," 6 Journal of Corporate Taxation 39, Spring 1979; "Estate Tax Marital Deduction Planning for Alternate Valuation," 65 Journal of Taxation 232, October 1986; "Timing of S Election Can Minimize Double Tax on Gains," 1 Corporate Taxation 57, November/December 1988; "Federal Estate Tax Return: Considering the Alternate Valuation Date Option," Warren Gorham & Lamont Estate Planning and Administration Service, Chapter M 30; "Disclaimers: Post-Mortem Creativity," 4 Probate and Property 43, November/December 1990; "Where to Deduct Administration Expenses," 61 The CPA Journal 6, August 1991; "New Regulations Allow More Real Estate Corporations to Become S Corporations," 71 Taxes 305, May 1993; "Pension or IRA Benefits Make Great Charitable Gifts," The Planned Giving Advisor, Summer 1994; "Jackie Onassis and Charitable Lead Trusts," 10 Bergen Barrister 6, July/August 1994; "Post Mortem Strategies to Shift Retirement Plan Assets to the Spouse," 24 Estate Planning 369, October 1997; "Avoiding A Penalty on Early Distributions From Qualified Plans and IRA Benefits," 27 Estate Planning 7, January 2000; "Coping with the Decoupling of State Estate Taxes After EGTRRA," 30 Estate Planning 167, April 2003; Trusts as Beneficiaries of Retirement Benefits," 29 BNA Tax Management Estates, Gifts and Trusts Journal 108, March-April 2004; "The Accidentally Perfect Non-grantor Trust," 144 Trusts & Estates No. 9, 28, September 2005; "Restorative Payments," Trusts & Estates Wealth Watch News, August 2007; "Ten Common Errors," 147 Trusts & Estates No.9, 54, September 2008. Co-Author: "The Benefits of Charitable Remainder Trusts," 46 CLU Journal 58, November 1992; "How Best to Use the Grandfather Election for Retirement Plans," 23 Estate Planning 72, February 1996. Lecturer: Fairleigh Dickinson Tax Institute, 1986; New Jersey Institute for Continuing Legal Education, 1986; C.W. Post Tax Institute, 1997. Member, Editorial Advisory Board, Trusts & Estates, 2006. Columnist and Advisory Board Member, CCH Journal of Retirement Planning, 1998; Advisory Panel Member, Distribution Advisor, 2001-2003. Member: The Association of the Bar of the City of New York; Bergen County, New York State, New Jersey State and American Bar Associations; The Florida Bar; Estate Planning Council; Financial Planning Association. Practice Areas: Estate Planning; Estate Administration; Probate; Business Succession Planning; Taxation.Email: Bruce D. Steiner
Euchung Ung (Of Counsel) admitted to bar, 1990, England and Wales; 1994, New York; 2003, Connecticut. Education: University of London (LL.B., with honors, 1989); Fordham University (LL.M., 1991); Georgetown University (J.D., 1994). Graduate Research Fellow, Fordham University School of Law, 1990-1991. Former Co-President, North American Chapter of the Fordham LL.M. Alumni Association. Member, Board of Directors, Chinese Language School of Fairfield County, 2005. Languages: Chinese Mandarin. Practice Areas: Real Estate; Bankruptcy/Workout; Bank Debt and Claims Trading.Email: Euchung Ung
——————————Joel Cohen (Associate) admitted to bar, 2005, New York. Education: Yeshiva University (T.D., 1996); Columbia University School of Law (J.D., 2004). Harlan Fiske Stone Scholar.Email: Joel Cohen
Darren J. Edelstein (Associate) admitted to bar, 2007, New York and New Jersey. Education: Queens College of the City University of New York (B.A., summa cum laude, 2003); Columbia University School of Law (J.D., 2006). Managing Editor, The Columbia Science and Technology Law Review. Practice Areas: Hedge Funds; Securities; Corporate Finance.Email: Darren J. Edelstein
Jason P. Grunfeld (Associate) admitted to bar, 2002, New York. Education: University of Wisconsin (B.A., 1998); George Washington University (J.D., 2001). Lecturer, Hedge Fund Compensation Practices Conference, hosted by UBS, June 2009. Member, Texas Hedge Fund Association. Member: New York City Bar Association. Practice Areas: Hedge Funds; Investment Management; Private Equity; Executive Compensation.Email: Jason P. Grunfeld
Monika Jain (Associate) admitted to bar, 2003, New York. Education: Colgate University (B.A., cum laude, 1996); Northwestern University (J.D., 2002); New York University School of Law (LL.M., Taxation, 2006). Member: New York City, New York State (Member, Trusts and Estates Law Section) and American (Member, Real Property, Probate and Trust Section) Bar Associations. Practice Areas: Trusts and Estates.Email: Monika Jain
Greg Kramer (Associate) admitted to bar, 2006, New York. Education: New York University (B.A., 2002); Fordham University School of Law (J.D., 2005). Phi Beta Kappa. Member, Fordham Urban Law Journal. Practice Areas: Securities; Corporate Law; Mergers and Acquisitions; Distressed Bank Debt Trading .Email: Greg Kramer
Anthony F. Montaruli (Associate) admitted to bar, 2007, New York. Education: College of the Holy Cross (B.A., summa cum laude, 2003); Boston College Law School (J.D., cum laude, 2006). Practice Areas: Hedge Funds, Securities and Corporate Finance.Email: Anthony F. Montaruli
Jason A. Otto (Associate) admitted to bar, 2000, New York and U.S. District Court, Southern District of New York; 2005, U.S. District Court, Eastern District of New York. Education: Morehead State University (B.A., 1996); Georgetown University Law Center (J.D., 1999). Member, The Georgetown Journal of Legal Ethics. Practice Areas: Litigation.Email: Jason A. Otto
David Y. Park (Associate) admitted to bar, 2004, New York. Education: University of Pennsylvania (B.A., 1998; M.S., 1999; J.D., 2003). Member: New York City Bar Association; New York State Bar Association. Practice Areas: Real Estate.Email: David Y. Park
James I. Rapp (Associate) admitted to bar, 1999, New York. Education: Duke University (A.B., 1994); Fordham University School of Law (J.D., 1998). Associate Editor, Fordham Intellectual Property, Media and Entertainment Law Journal. Member: New York State Bar Association; New York County Lawyer's Association; New York City Bar Association. Practice Areas: Hedge Funds; Investment Management; Mergers and Acquisitions; Investor Activism; Securities; Corporate Law; Executive Compensation; Distressed Bank Debt Trading.Email: James I. Rapp
Marc R. Rosen (Associate) admitted to bar, 1999, New York and U.S. District Court, Southern and Eastern Districts of New York; 2000, New Jersey, District of Columbia and U.S. District Court, District of New Jersey. Education: University of Michigan at Ann Arbor (B.A., 1995); Yeshiva University, Benjamin N. Cardozo School of Law (J.D., 1998). Senior Articles Editor, Cardozo Journal of International and Comparative Law. Author: "The Alien Tort Claims Act and the Foreign Sovereign Immunities Act: A Policy Solution," 6 Cardozo J. Int'l & Comp. L. 461 (1998). Practice Areas: Corporate Litigation; Commercial Litigation; Securities Litigation; Bankruptcy.Email: Marc R. Rosen
Christopher M. Terry (Associate) admitted to bar, 2005, Hawaii; 2009, New York. Education: College of William and Mary (B. A., 1997); University of Hawaii at Manoa (M.A., 2002); William S. Richardson School of Law (J.D., 2005). Practice Areas: Real Estate.Email: Christopher M. Terry
Sofia S. Tsytsarev (Associate) admitted to bar, 2004, New York. Education: Hofstra University (B.B.A., 2000; J.D., 2003). Languages: Russian. Practice Areas: Real Estate.Email: Sofia S. Tsytsarev
Ivana Vujic (Associate) admitted to bar, 2002, New York. Education: University of Mississippi (B.A., magna cum laude, 1997); Cornell Law School (J.D.; LL.M., cum laude, 2001). Phi Kappa Phi. Languages: Serbian. Practice Areas: Mergers and Acquisitions; Investor Activism; Securities; Corporate Law; Private Equity.Email: Ivana Vujic
Kelly E. Zelezen (Associate) admitted to bar, 2004, New York. Education: Washington & Lee University (B.A., cum laude, 1999); Rutgers University Law School, Newark (J.D., 2003) Order of the Coif. Rutgers Law Review. Practice Areas: Corporate Law; Investment Management.Email: Kelly E. Zelezen
Ratings Methodology
The following firm members have been rated by their peersDisclaimer: No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers. The testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter. Any result that the endorsed lawyer or law firm may achieve on behalf of one client in one matter does not necessarily indicate that similar results can be obtained for other clients. Past success cannot be an assurance of future success because each case must be decided on its own merits. Prior results do not guarantee a similar outcome. Martindale-Hubbell® does not undertake to develop a Client Review Rating or Peer Review Rating for all firms and/or lawyers. Therefore, the fact that a firm or lawyer has not been reviewed should not be construed as unfavorable. Martindale-Hubbell accepts no responsibility for and will not be liable for the content and accuracy of the individual Reviews and the aggregated Reviews.
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