Member Profile
Jay Waxenberg
Partner | Proskauer Rose
Office Location: United States
Jurisdiction
United States
Top Specialisms
Estates: Contentious
Estates: Planning
Family Office
Connect
Professional Biography
Jay Waxenberg advises on all aspects of multi-generational wealth planning and has particular expertise in complex estate planning, related tax work and the administration of estates and trusts. He is regularly involved in will contests and other estate- and trust-related litigations. Jay has extensive experience working with high-net worth individuals and their estates and has assisted clients, often for many years, in the structuring of their estate plans so as to minimize gift, estate and generation-skipping taxes in the transmission of their wealth through several generations. Lauded by his clients as “an all-star private client lawyer” who is “very focused on client service,” he is involved in the full range of his clients’ economic and personal concerns, including closely held businesses, commercial and residential real estate holdings, artistic collections and philanthropy. Jay lectures regularly on estate planning topics and has written numerous articles that have appeared in various legal publications.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: Desire to specialize in tax law but deal with individual clients and their issues
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: tax knowledge, ability to listen and respond to client needs, responsiveness
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Constantly changing tax laws