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James Brockway is co-chairman of the worldwide Wealth Planning practice group at the firm. His practice is global in scope with particular emphasis on offshore trust planning, planning for non-U.S. individuals and foreign assets, family investment and business planning, family offices and inbound and outbound business and income and transfer tax planning.
He also advises on corporate and partnership tax planning for closely held businesses, investment entities and funds management entities as well as on mergers and acquisitions and insurance and derivatives investment tax planning.
Jim has lectured before numerous professional groups on partnership, estate tax, life insurance and foreign investment planning issues and has written articles for professional journals and newsletters on various tax topics. He lectured for BNA on the Section 1411 Medicare tax and the proposed Treasury Regulations in January 2012.
Marc Finer is Special Counsel in the firm’s Funds, Investments, Tax and Trusts practice in New Haven, Connecticut, where his practice focuses on federal and state and local tax planning for individuals and privately held enterprises. He also advises clients with regard to real estate tax planning, offshore trust planning, structures involving the use of life insurance and financial instruments and a variety of other transactions, including business and asset purchases and sales, joint ventures and Section 1031 like-kind exchanges.
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