Estate Planning & Personal Representation

Substantial experience planning for family businesses, private companies that may be acquired or go public and individuals and families with substantial wealth, handling personal matters effectively and discreetly

Why Cooley
  • Serves the needs of not only established individuals and families, but also younger entrepreneurs, executives and professionals who are planning their affairs in anticipation of future success
  • Team combines tax and estate-planning fundamentals with a solid understanding of how business actually operates, allowing us to focus on both lifetime benefits and planning for death
  • Extensive experience in representing wealthy families in Europe, Israel, Latin America and the United States
Group Contacts
Richard Rothberg Senior Counsel, New York
Audrey Scott Partner, San Francisco
Myron Sugarman Senior Counsel, San Francisco
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