G. Warren "Warren" Whitaker
– Partner
Professional Experience
G. Warren Whitaker, a partner in the Individual Clients Department, practices in the areas of complex domestic and international estate planning and related income tax, corporate, and personal planning for high net worth individuals and multinational families.
Warren is the former U.S. chair of the U.K.-based Society of Trusts and Estates Practitioners (STEP) and a member of the STEP Worldwide Council. Warren is the former chair of the Trusts and Estates Law Section of the New York State Bar Association, a past chair of the Section's International Estate Planning Committee and Estate Administration Committee, and a former district representative. He is a fellow of the American College of Trusts and Estates Counsel (ACTEC) and its International Estate Planning Committee. He is a member of the Estate and Gift Tax Committee of the Association of the Bar of the City of New York and former vice chair of the Committee on International Planning for Foreign Property Owners of the American Bar Association. He has written extensively in leading publications such as
Trusts and Estates, Probate and Property, and Estate Planning, and has lectured around the world on estate planning and administration topics. He is the author of
Estate Planning for Foreign Persons, Trusts, and Assets, published in 1999 by Commerce Clearing House, and co-author of the "United States" section of
Tottel's Succession Law.
Warren was chosen for inclusion in
The Best Lawyers in America,
Worth's Top 100 Attorneys for Affluent Americans, and the
Citywealth (London) Top 100 Wealth Advisors.
News, Publications & Presentations |
- Featured, "Seventy-six Day Pitney Lawyers Named to Best Lawyers for 2011," Day Pitney Press Release, August 9, 2010
- Featured, "Chambers USA 2010 Names 40 Day Pitney Partners as 'Leading Lawyers for Business,'" Day Pitney Press Release, June 11, 2010
- Co-author, "Foreign Account Tax Compliance Act of 2009 Provisions Incorporated in Legislation Signed into Law on March 18, 2010," Day Pitney Alert, March 29, 2010
- Chair, "Sixth Annual International Estate Planning Institute," New York Bar Association, March 18-19, 2010
- Co-author, "Newly Issued Guidance Important to U.S. Persons with Foreign Financial Accounts," Day Pitney Alert, March 12, 2010
- Featured, "Day Pitney's G. Warren Whitaker Named to Citywealth Magazine's List of Leading North American Private Wealth Management Advisers," Day Pitney Press Release, November 30, 2009
- Featured, "Six Day Pitney Attorneys Named New York Super Lawyers," Day Pitney Press Release, October 5, 2009
- Co-author, "IRS Announces Brief Extension for Voluntary Offshore Account Disclosure -- Act Now!" Day Pitney Alert, September 21, 2009
- Featured, "Seventy Seven Day Pitney Partners Named to Best Lawyers 2010," Day Pitney Press Release, July 30, 2009
- Featured, "Day Pitney Partners Named 'Leading Lawyers for Business' by Chambers USA 2009," Day Pitney Press Release, June 16, 2009
- Co-author, "IRS Crackdown on Failure to Disclose Offshore Accounts," Day Pitney Alert, May 18, 2009
- "US Tax Treatment of Gifts to Foreign Charitable Entities," Offshore Investment Magazine, May 2009
- Speaker, "Expatriation," Fifth Annual International Estate Planning Institute, New York, NY, April 23-24, 2009
- Speaker, "My Client Married an Alien - International Planning Update," 43rd Annual Heckerling Institute on Estate Planning, Orlando, Florida, January 12-16, 2009
- "Estate Planning Update," Day Pitney Newsletter, December 2008
- Featured, "75 Day Pitney Partners Named Among The Best Lawyers in America® 2009 Ranked #1 in New Jersey and #2 in Connecticut," Day Pitney Press Release, December 11, 2008
- "U.S. Tax Planning for Non-U.S. Persons and Trusts: An Introductory Outline," Day Pitney Outline, October 2008
- Featured, "Chambers USA 2008 Ranks 39 Day Pitney Attorneys as Leaders in Their Fields," Day Pitney Press Release, July 22, 2008
- Co-author, "New U.S. Tax On Persons Giving Up U.S. Citizenship Or Green Card," Day Pitney Alert, July 9, 2008
- Featured, "Day Pitney Partner G. Warren Whitaker Ranked in Chambers Global 2008 Edition," Day Pitney Press Release, March 11, 2008
- "U.S. Taxation of Cross-Border Estates and Trusts," STEP Pacific Rim Conference, San Francisco, March 2008
- "Two Conferences on the Horizon," STEPUSA, February 2008
- Co-author, "Des Americains en France," TRUSTS & ESTATES, August 2007
- "Estate Planning," STEPUSA, June 2007
- "Overseas Development," The STEP Journal, June 2007
- Featured, "Day, Berry & Howard Partners G. Warren Whitaker and Keith Bradoc (Brad) Gallant Named in Worth Magazine's 2006 '100 Top Attorneys' List," DBH Press Release, November 28, 2006
- "Brits Attack Trusts," Trusts & Estates, June 2006
- "Estate Planning in World Mythology," Probate & Property, July/August 2006
- Co-author, "Multinational Families," New York Law Journal, February 14, 2006
- "The U.S. May Be a Good Trust Jurisdiction for Foreign Persons," Estate Planning Journal, February 2006
- "My Client Married An Alien: Ten Things Everyone Should Know About International Estate Planning," Probate & Property, March/April 2004
- "Classic Issues in Family Succession Planning," Probate & Property, March/April 2003
- Columbia Law School, J.D., Harlan Fiske Stone Scholar, editor, The Journal of Transnational Law
- Rutgers College, B.A., Phi Beta Kappa
- State of New York
- State of New Jersey
- U.S. Tax Court
- Shakespeare's Globe USA
- New York Philharmonic, member, Bankers and Lawyers Advisory Committee
- Library of America, Fellow
- Ranked in Chambers Global 2008, 2009 and 2010 Editions
- Chosen for inclusion in the Chambers USA Legal Directory as a leading wealth management attorney, 2009, 2010
- Recognized as a New York Super Lawyer, 2007, 2008, 2009
- Named in Worth Magazine's 2006 "100 Top Attorneys" List
- Chosen for inclusion in The Best Lawyers in America, Trusts and Estates, 2006, 2007, 2008, 2009, 2010, 2011
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