The Wills & Trusts Firm
Phone: (212) 867-9120
Address: New York, New York 10165, US
After graduating Amherst College in 1989 and Yale Law School in 1993, George did challenging, interesting, lucrative lawyering in a few Big Law firms in New York (and picked up a tax LL.M. at NYU Law). He learned a lot, but it wasn't really his thing, so he moved to investment banking in 2000. For five years, he sourced and structured domestic and cross-border sale-leasebacks (ask him sometime!), learning how to get business, structure/close deals, and book the fees, all while managing a P&L within his group. But with declining interest rates, tax law changes, and consolidation of the banking sector, by 2005 it was time to move on. Then he found his true passion: creating estate plans for families through his own law firm. Entrepreneurial, expert, experienced - all in plain English. The challenge and rewards of running a small business his own way (flat fees for clients!) while doing something that he loves: using my expertise and experience to help people get something they want and need: wills and trusts.
While at Yale, his activities outside the classroom included Barrister's Union, Moot Court, and the Journal of Law and Feminism; he also took Gross Anatomy at the medical school and did get-out-the-vote work for various political campaigns. He received his J.D. in 1993.
After graduation, George obtained his LL.M. (in Taxation) at NYU School of Law while working in the tax department at Gordon, Altman, Butowsky, Weitzen, Shalov & Wein, where he remained on a full-time basis following graduation. After working at LeBoeuf Lamb Greene & MacRae on tax issues specific to the insurance industry, he returned to a general federal practice at Willkie Farr & Gallagher, where he advised a mix of individual, partnership, tax-exempt, and corporate clients on federal and state tax issues.
In 2000, George moved to the New York office of Australia's Macquarie Bank Limited, where he developed and marketed cross-border structured finance products. He and a colleague then led the expansion of the bank's cross-border leasing practice into the U.S. lessee market; they were then recruited in 2003 to Global Capital Finance, a lease advisory boutique, to expand their practice into the U.S. George returned to the practice of law in 2005.
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