Alan S. Halperin

A partner and co-chair of the Personal Representation Department, Alan Halperin counsels clients on a broad range of issues including estate planning and related tax work, estate and trust administration, tax and succession planning for family corporations and partnerships and charitable giving.

Experience

Alan works closely with a variety of clients, including entrepreneurs, corporate executives, investment bankers, real estate developers, family offices and philanthropists to help them identify their objectives and provide creative and pragmatic solutions designed to meet their specific goals. His recent representations include:

• advising independent executors and trustees as they navigate sensitive family, financial and tax issues relating to the administration of estates and trusts;
• representing family members and professionals at multi-generational family offices on estate planning, trust administration and reporting issues;
• assisting individuals with their complex multi-national tax issues relating to trusts where beneficiaries reside in multiple countries; and
• representing principals at private equity firms and hedge funds in connection with their estate planning.

Alan was selected by Chambers USA 2006-2015 as one of the leading lawyers for Wealth Management and by The Best Lawyers in America in Trusts & Estates. Most recently, in the U.S. News & World Report/Best Lawyers rankings for "Best Law Firms" it was noted that "Paul, Weiss's Alan Halperin is truly one of the best in the field."

Alan is an adjunct professor at New York University School of Law where he has taught Advanced Estate and Gift Taxation and Income Taxation of Trusts and Estates. He has lectured extensively on estate planning subjects, including at the Heckerling Institute, and has written articles that have appeared in publications such as Trusts & Estates, Estate Planning, Tax Management Estates, Gifts and Trusts Journal, Tax Management Memorandum and New York Law Journal. Alan co-authored a chapter inThe International Comparative Legal Guide to: Private Client in each of 2012, 2013 and 2014, published by Global Legal Group, which addresses various tax planning questions for individuals residing in the United States, and for those planning to establish U.S. residency.

In addition, Alan is a Fellow of the American College of Trust and Estate Counsel. He serves as co-chair of the Estate and Gift Taxation Committee of the Tax Section of the New York State Bar. He is also on the advisory board for the Tax Management, Estates, Gifts and Trusts Journal and is the former chair of the Trusts, Estates and Surrogate's Court Committee for the Association of the Bar of the City of New York and a current team member of that Association's Committee on Estate and Gift Tax. He serves on the tax panel for the United Jewish Appeal − Federation of Jewish Philanthropies of New York, Inc.

Practices

• Personal Representation
  

Education

• LL.M., New York University School of Law, 1991
• J.D., Columbia Law School, 1985
• B.S.E., University of Pennsylvania, 1982

Bar Admissions

• New York

See Library Tab for articles, publications and presentations by Alan Halperin