G. Warren "Warren" Whitaker
– Partner
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.
French
Professional Experience
G. Warren Whitaker, a member of the firm's Executive Board and 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.
Practice Areas |
- Trusts and Estates
- International Trusts and Estates
- Trust Services and Fiduciary Compliance
- International Transactions
News, Publications & Presentations |
- Featured, "Chambers USA 2013 Names 39 Day Pitney Attorneys 'Leading Lawyers for Business,'" Day Pitney Press Release, May 24, 2013
- Author, "Why Do Americans Hate Expatriates?," Offshore Investment, April 1, 2013
- Chair, New York State Bar Association's 9th Annual International Estate Planning Institute, March 14-15, 2013
- Speaker, "FATCA, FBAR, OVDI and other U.S. Developments," Society of Trust and Estate Practitioners, December 11-14, 2012
- "Getting the Deal Through 2013: Private Wealth: U.S. Chapter," November 2012
- Featured, "Ninety-eight Day Pitney Attorneys Recognized by Super Lawyers," Day Pitney Press Release, October 22, 2012
- Speaker, Delaware Trust Conference, Delaware Bankers Association, October 2, 2012
- Speaker, "Cross-border Scenarios Involving U.S. and Foreign Trusts," STEP Wyoming Conference, September 22, 2012
- Speaker, "What's Next: International Estate and Tax Planning Including The Foreign Account Tax Compliance Act ('FATCA'), FBARs and Offshore Voluntary Compliance Initiative," Wells Fargo Private Bank, September 19-20, 2012
- Featured, "Seventy-Five Day Pitney Lawyers Named to Best Lawyers List for 2013," Day Pitney Press Release, August 23, 2012
- Speaker, "Recognition in New York of Foreign Marital Agreements and Use of Trusts as an Alternative," STEP New York, June 14, 2012
- Featured, "Chambers USA 2012 Names 41 Day Pitney Attorneys 'Leading Lawyers for Business'," Day Pitney Press Release, June 8, 2012
- Featured, "New York conference retains 'must-attend' title," STEP Journal, June 2012
- Speaker, "Ownership and Management of a Family Business: Succession Planning with Family," & "Planning & Compliance for the Dual National Individuals," STEP Pacific Rim Conference, May 3-4, 2012
- "Restoring Sanity to taxation of US citizens who reside or have accounts abroad," Offshore Investment, April 2012
- Speaker, Eighth Annual International Estate Planning Institute, New York State Bar and the Society of Trust and Estate Practitioners, March 22-23, 2012
- Quoted, "Tax Hunt Pushes Global Wealthy Into Offshore Trusts for Children in U.S.," Bloomberg, March 6, 2012
- Co-author, "The family office rule and foreign adviser exemption," Financier Worldwide, February 2012
- Co-author, "IRS Announces Reopening of Offshore Disclosure Program," Day Pitney Alert, January 10, 2012
- "U.S. Tax Planning for Non-U.S. Persons and Trusts: An Introductory Outline," Day Pitney Outline, 2012
- Speaker, "Cross Jurisdictional Tax Issues," Israeli Opportunities for Private Clients, Geneva, November 29-30, 2011
- Speaker, "New Developments in International Estate Planning Including The Foreign Account Tax Compliance Act ("FATCA"), FBARs and Offshore Voluntary Compliance Initiative," Estate Planning Council of Lower Fairfield County, October 19, 2011
- Speaker, STEP Boston Inaugural Luncheon, Boston, October 12, 2011
- Featured, "Seventy-two Day Pitney Lawyers Named to Best Lawyers List for 2012," Day Pitney Press Release, October 4, 2011
- Speaker, "U.S. Tax Planning for Non-U.S. Persons with U.S. Income and Assets," September 2011
- Quoted, "Voluntarily Disclose Your Offshore Accounts, or Else," New York Times, August 26, 2011
- Featured, "Chambers USA 2011 Names 45 Day Pitney Attorneys as 'Leading Lawyers for Business'," Day Pitney Press Release, June 10, 2011
- Speaker, "The Foreign Account Tax Compliance Act ("FATCA"), STEP Cape Town, April 12, 2011
- Featured, "Voices: Warren Whitaker, On Disclosure to the IRS," Wall Street Journal's Financial Adviser Blog, March 2, 2011
- Co-author, "IRS Unveils New Offshore Voluntary Disclosure Initiative," Day Pitney Alert, February 11, 2011
- "International Traps for the U.S. Client," New York Law Journal, January 31, 2011
- Featured, Legal Bisnow, January 14, 2011
- Featured, "Fifty-seven Day Pitney Attorneys Recognized as Super Lawyers; Six Additional Lawyers Recognized as 'Rising Stars'," Day Pitney Press Release, November 12, 2010
- 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
- Speaker, "International Issues for U.S. Investors," Institute for Private Investors, December 10, 2009
- 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
- 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
Education |
- Columbia Law School, J.D., Harlan Fiske Stone Scholar, editor, The Journal of Transnational Law
- Rutgers College, B.A., Phi Beta Kappa
Admissions |
- State of New York
- State of New Jersey
- U.S. Tax Court
Outside Interests |
- Shakespeare's Globe USA, Director
- New York Philharmonic, member, Bankers and Lawyers Advisory Committee
- Library of America, Fellow
Awards and Achievements |
- Ranked in Chambers Global 2008, 2009 and 2010 Editions
- Chosen for inclusion in the Chambers USA Legal Directory as a leading wealth management attorney, 2009-2013
- Recognized as a New York Super Lawyer, 2007-2012
- Named in Worth Magazine's 2006 "100 Top Attorneys" List
- Chosen for inclusion in The Best Lawyers in America, Trusts and Estates, 2006-2013
Languages |