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Peter B. Wells

Peter  B. Wells
Counsel
peter.wells@kayescholer.com

New York
T: +1 212 836 8662 F: +1 212 836 6447

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Peter B. Wells is Counsel  in Kaye Scholer’s Tax/Private Clients Department. Peter has a broad-based practice representing both US and international clients with respect to wealth planning and preservation. He counsels private clients, family-owned companies and corporate fiduciaries throughout the world in connection with domestic and foreign trust and holding company structures, management succession issues and wealth transfer arrangements. His practice includes multi-national families based in North and South America, Europe and Asia. Additionally, he focuses on family governance matters, such as arranging family or professional management succession, pre-immigration and expatriation planning, cross-border asset protection, tax compliance and reporting matters and tax-exempt organizations.

Peter’s experience includes:

  • Advising clients regarding structures through which to invest in the US, including, in particular, investments in US real estate

  • Counseling multi-generational and multi-national families and family offices in creating and maintaining long term and practical governance structures

  • Assisting domestic clients with preparation of estate plans to minimize gift, estate and generation skipping tax exposure

  • Providing pre-immigration planning to foreign individuals planning to establish residence in the US, as well as expatriation planning for US citizens who are relinquishing their citizenship

  • Advising corporate fiduciaries and US beneficiaries of foreign trusts and/or estates on US tax issues and tax mitigation strategies

  • Advising US citizens and residents living abroad with US income tax compliance issues and foreign bank account reporting

Beratungsschwerpunkte

Ausbildung

George Washington University Law School, JD, 2003

University of Vermont, BA, 2000

Zulassung(en)

New York, 2006

Massachusetts, 2003

US District Court for the District of Massachusetts, 2004

Mitgliedschaften

New York State Bar Association:

• Trusts and Estates Law Section

• Committee on International Estate Planning

• Committee on Estate Planning

 
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