Member Profile
Reshma Shah
Partner | Duane Morris
Office Location: United States
Jurisdiction
United States
Top Specialisms
Estates: Planning
Trusts: Planning
Tax Advisory
Connect
Professional Biography
Reshma practices in the areas of tax, estate planning and the administration of estates and trusts, with particular emphasis on estate planning for high net worth individuals and families with cross-border connections. Her work also involves premarital agreements, foreign trusts, pre-immigration and expatriation planning, planning for the purchase of U.S. property by non-U.S. persons, asset transfers, and compliance with federal and state estate, gift, inheritance and income tax returns. She also has extensive experience with clients disclosing overseas accounts through Voluntary Disclosures and Streamline submissions to the IRS.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: I enjoy helping people with this aspect of their personal life
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: Listening skills
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Use of AI
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: anywhere in NYC, too many great options to list!