Greenberg Traurig, LLP_4PP_Tax
Greenberg Traurig, LLP_4PP_Tax
Greenberg Traurig, LLP_4PP_Tax
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CHAMBERS & PARTNERS<br />
LEGAL PUBLISHERS<br />
USA<br />
2007<br />
The Client’s Guide<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
is ranked in Chambers USA 2007 as follows:<br />
NATIONAL<br />
TAX<br />
<strong>Tax</strong>: Corporate<br />
Leading Firms<br />
Band 3<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
The Firm: High-profile clients agree that the sheer<br />
depth of <strong>Greenberg</strong> <strong>Traurig</strong>’s tax department sets it<br />
apart. “Not many firms can lay claim to having international,<br />
federal, state and local tax covered,” one<br />
client remarked, “but this firm nails them all.” Clients<br />
value the vast resources and technical expertise of<br />
this international powerhouse, and highlight the<br />
CORPORATE<br />
attorneys’ “industry-specific knowledge.” According to<br />
one source, “the team is both book smart and userfriendly;<br />
a unique combination in this area.” International<br />
tax is a key focus, with lawyers also proficient<br />
in negotiating and structuring real estate joint<br />
ventures. Joel Maser is the key contact at the firm.<br />
WEALTH MANAGEMENT<br />
Wealth Management<br />
Leading Firms<br />
Band 1<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Wealth Management: Eastern Region<br />
Leading Individuals<br />
Band 2<br />
Zeydel Diana <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Band 3<br />
Elias John <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Forster Jonathan <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
The Firm: This “exceptionally strong” national firm<br />
rises to the top tier this year due to its growth and<br />
increased visibility in the marketplace. The 25-attorney<br />
wealth management team advises on personal<br />
asset administration, the preparation of wills, multigenerational<br />
wealth transfer planning, and estate and<br />
tax planning. The firm represents high net worth<br />
individuals, privately held businesses and familyowned<br />
offices across the country with a core of its<br />
clients in Florida. Clients note that the lawyers “have<br />
excellent talent and communicate well with each other.”<br />
The Lawyers: New to the tables this year is Diana<br />
Zeydel . Peers have high regard for her and comment<br />
that “she is one of the best estate planners in Florida.”<br />
She advises wealthy families and individuals on estate<br />
planning and estate-related disputes in addition to<br />
her experience in tax litigation and business succession<br />
planning. John Elias is based in the New Jersey<br />
office and is considered by interviewees to be a<br />
“cutting-edge” planner. His practice is divided<br />
between traditional estate tax and succession planning,<br />
estate transfers and tax litigation. McLeanbased<br />
Jonathan Forster represents clients nationally.<br />
He focuses on business planning for privately held<br />
companies and family offices, as well as business<br />
succession planning and tax planning.<br />
www.ChambersandPartners.com<br />
All quotes in the text are from interviews with clients and competitors
GREENBERG TRAURIG, <strong>LLP</strong><br />
www.ChambersandPartners.com<br />
REITS<br />
REITs<br />
Leading Firms<br />
Band 3<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Leading Individuals<br />
Band 3<br />
Fryer Judith <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Band 4<br />
Burton Richard <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
FLORIDA<br />
TAX<br />
<strong>Tax</strong><br />
Leading Firms<br />
Band 1<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> Miami<br />
Leading Individuals<br />
Band 1<br />
Maser Joel <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Band 4<br />
Hintze Russell <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Schindler Ozzie <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Stiver Charles <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
Up-and-coming individuals<br />
Entin Seth <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
<strong>Tax</strong>: Employee Benefits<br />
Leading Individuals<br />
Band 1<br />
Lapidus Steve <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
<strong>Tax</strong>: Estate Planning<br />
Leading Individuals<br />
Band 3<br />
Zeydel Diana <strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
The Firm: Onlookers agree: “This firm’s REIT<br />
department has grown by leaps and bounds over the<br />
last few years and has expanded in a number of areas.”<br />
Clients endorse the resources, international reach<br />
and depth of corporate and real estate talent on offer<br />
at this firm and point to its ability to handle formation,<br />
investment and operational issues. The firm has<br />
experience advising public and private REITs,<br />
including advice on IPOs and M&A, although its<br />
niche in representing publicly traded nonlisted<br />
REITs is what sets it apart. A firm of this size also<br />
offers REIT clients the benefits of its experience in<br />
related areas such as securities and insurance, with<br />
clients wholeheartedly endorsing its full-service<br />
capabilities. Headline deals this year include acting<br />
for CNL Retirement Properties in its sale for $5.2<br />
billion, and advising CNL Hotels & Resorts in its $2<br />
billion acquisition of KSL Recreation, one of the<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong><br />
The Firm: The tax group of this colossal law firm is<br />
“continuously at the forefront of taxation developments<br />
in Florida,” and has well-documented international,<br />
federal, state and local credentials. Over<br />
100 attorneys are on offer throughout its numerous<br />
offices in Florida, but it is not just the size and<br />
resources of the group that clients admire. Many<br />
place a huge value on the attorneys’ “creative, userfriendly<br />
and responsive advice” and “the business<br />
acumen that seems to run through the firm.” International<br />
taxation is one of the group’s recognized areas<br />
of excellence, with its advice on the acquisition of<br />
foreign entities and the structuring of foreign enterprises<br />
and international joint ventures coming in for<br />
specific client praise. Other highly recommended<br />
areas include executive compensation, employee<br />
benefits and estate planning. The cross-fertilization<br />
of practice groups and general “pulling together of<br />
resources” are additional reasons why clients enjoy<br />
the success they do with this firm.<br />
The Lawyers: Steve Lapidus is the chair of the Miami<br />
tax and executive compensation and employee benefits<br />
groups. He is “a reserved and highly effective tax<br />
attorney, especially with respect to executive compensation<br />
strategies and Section 409A compliance.” Joel Maser<br />
is a totemic figure in the tax group and a “highly<br />
respected and personable” transactional tax lawyer. His<br />
practice encompasses federal, state and local taxation<br />
and domestic and foreign tax planning, and he is<br />
largest resort owner-operators in the country. As well<br />
as the deal values, both of these transactions involved<br />
novel concepts and complex issues and illustrate<br />
what clients have called “a unique understanding of<br />
the industry and the ability to handle document-intensive<br />
projects.”<br />
The Lawyers: Judith Fryer is cochair of the REIT<br />
practice with Jennifer Weiss. “Extremely active and<br />
visible in the industry,” she is commended for her<br />
involvement in some significant REIT mergers and<br />
her knowledge of the “inner workings” of publicly<br />
traded nonlisted REITs. As ex-general tax counsel at<br />
Host Marriott, Richard Burton brings to the table<br />
“a valuable insight into the objectives of his clients.”<br />
Clients/Work Highlights: CNL Retirement Properties;<br />
CNL Hotels & Resorts; SL Green Realty;<br />
Kimco Realty; Archstone-Smith and Vornado Realty<br />
Trust.<br />
recognized for his work negotiating and structuring<br />
real estate joint ventures and for his niche experience<br />
representing automotive dealerships. An example of<br />
the younger talent in the group, respected transactional<br />
tax lawyer Russell Hintze is fully conversant in general<br />
business tax planning, including corporate tax and tax<br />
planning for mergers, acquisitions and joint ventures.<br />
Ozzie Schindler is a key contact for international tax<br />
in the Miami office and is considered by clients to be a<br />
corporate and private tax planning expert, especially<br />
noted for his experience in terms of M&A and the<br />
structuring of US investments. Charles Stiver is a longstanding<br />
member of this tax group and a regular<br />
feature on heavy-duty M&A transactions and general<br />
corporate income tax. Both foreign and domestic<br />
clients view Seth Entin as a talented younger attorney<br />
in the tax group and point to his proficiency in federal<br />
income tax and international experience as his practice<br />
strengths. As well as private practice, he is also an<br />
adjunct professor of tax at the University of Miami and<br />
“one of those attorneys who will be the future of tax in the<br />
south of Florida.” Diana Zeydel is a younger attorney<br />
with a national estate planning profile and is thoroughly<br />
endorsed by high net worth clients for the<br />
“individual attention she gives to each situation.”<br />
Clients/Work Highlights: Related Group of<br />
Florida; Swire Properties; INVESCO and CNL<br />
Retirement Properties.<br />
www.ChambersandPartners.com<br />
All quotes in the text are from interviews with clients and competitors
www.ChambersandPartners.com<br />
GREENBERG TRAURIG, <strong>LLP</strong><br />
Leaders<br />
BURTON, Richard A<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong>, McLean<br />
703 749 1324<br />
burtonr@gtlaw.com<br />
Recommended in REITs<br />
Practice Areas: Real estate investment<br />
trusts (REITs), tax.<br />
Prof. Memberships: Former Co-Chair,<br />
NAREIT Government Relations and <strong>Tax</strong><br />
Committee; Member, Real Estate Roundtable<br />
<strong>Tax</strong> Policy Committee.<br />
Publications: Author, The Constitutionality<br />
of an Apportioned Value Added <strong>Tax</strong>,<br />
<strong>Tax</strong> Notes, <strong>Tax</strong> Analyst, Vol. 49, No. 1,<br />
October 1990; Author, Retroactivity and<br />
Internal Inconsistency - How Far<br />
Extended, <strong>Tax</strong> Notes, <strong>Tax</strong> Analyst, Vol. 49,<br />
No. 8, P. 901, November 1990.<br />
Personal: LLM, Boston University School<br />
of Law; JD, University of Utah College of<br />
Law; BA, University of Utah.<br />
ELIAS, John M<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong>, Florham Park<br />
973 360 2354<br />
eliasj@gtlaw.com<br />
Recommended in Wealth Management<br />
Practice Areas: Wealth management,<br />
trusts and estates; tax.<br />
Prof. Memberships: Madison, New Jersey<br />
Borough Council, 2004-present; Madison,<br />
New Jersey Area YMCA Board of Directors,<br />
1997-2003; Museum of Early Trades<br />
and Crafts, Madison, New Jersey, Board of<br />
Directors, 1994-present; Clergy Partnership<br />
on Domestic Violence, Madison, NJ, Board<br />
of Directors, 1996-2002; Chair, 2000-02.<br />
Career: Listed, New Jersey Super Lawyer,<br />
2005 and 2006.<br />
Publications: Author,‘Protecting Assets of<br />
Elder Clients with Living Trusts’, New<br />
Jersey Business, 11/04.<br />
Personal: LLM, <strong>Tax</strong>ation, New York<br />
University School of Law, 1989; JD, The<br />
Catholic University of America Columbus<br />
School of Law, 1980; AB, cum laude,<br />
Boston College, 1977.<br />
ENTIN, Seth J<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> , Miami<br />
305 579 0500<br />
entins@gtlaw.com<br />
Recommended in <strong>Tax</strong><br />
Practice Areas: <strong>Tax</strong>.<br />
Prof. Memberships: Adjunct Professor of<br />
<strong>Tax</strong>ation, University of Miami School of<br />
Law, 2005-07; Chair, Outbound <strong>Tax</strong><br />
Committee, Florida Bar <strong>Tax</strong> Section,<br />
2005-07; Board of Directors, Commerce<br />
& Professions Division, Greater Miami<br />
Jewish Federation; Member, Professional<br />
Advisory Committee, Foundation of<br />
Jewish Philanthropies.<br />
Career: Listed,‘The Best Lawyers in<br />
America, 2007’.<br />
Publications: Author,‘IRS to Expand <strong>Tax</strong><br />
Exemption for Interest Income Earned by<br />
Foreign Investors,’Derivatives,August 2006.<br />
Personal: JD, summa cum laude, University<br />
of Miami School of Law; MPA, Barry<br />
University; MBA, Barry University; BTL,<br />
Talmudic University; Passed CPA Exam.<br />
FORSTER, Jonathan M<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong>, McLean<br />
703 903 7504<br />
forsterj@gtlaw.com<br />
Recommended in Wealth Management<br />
Practice Areas: Wealth management, tax,<br />
corporate and securities.<br />
Prof. Memberships: Special Task Force<br />
ABA, Committee for Developing Ethics<br />
Rules; Chairman, National Capital Business<br />
Ethics Award; Board Member, Northern<br />
Virginia Life Underwriters<br />
Associations; Board Member, Suburban<br />
Maryland Life Underwriters<br />
Association;Board Member, District of<br />
Columbia Life Underwriters Association.<br />
Career: Featured, Worth Magazine’s ‘The<br />
Top 100 Attorneys’, December 2006;<br />
Winner, Washington Business Journal’s<br />
Top Washington Lawyers in the field of<br />
tax, trusts & estates, September 2006;<br />
Recipient, Montgomery County, Maryland<br />
Leadership Award for Establishing<br />
Public/Private Business Partnerships.<br />
Personal: JD, George Mason University<br />
School of Law, 1989; BS, Finance, University<br />
of Maryland, 1986.<br />
FRYER, Judith D<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong>, New York<br />
212 801 9330<br />
fryerj@gtlaw.com<br />
Recommended in REITs<br />
Practice Areas: REITs, corporate and<br />
securities.<br />
Prof. Memberships: Chair, 1,700 member<br />
Women Rainmakers Group of the American<br />
Bar Association, (1996-99); Co-Chair,<br />
Women’s Executive Circle; Board Member,<br />
Women’s Forum Board Member, UJA<br />
Federation of New York; former Chair,<br />
Subcommittee on Partnership and REIT<br />
Products of the State Regulation of Securities<br />
Committee of the ABA.<br />
Career: Listed, Who’s Who in America;<br />
Fellow, American Bar Foundation (1/3 of<br />
1% of lawyers in each state), named ‘New<br />
York Super Lawyer’, 2006; featured,<br />
Alumni Profile of the Month, Hofstra<br />
University School of Law, April 2006.<br />
Personal: JD, Hofstra University School<br />
of Law, 1975; Recent Developments<br />
Editor, Law Review; BS, Washington<br />
University in St. Louis, 1972.<br />
HINTZE, Russell P<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> , Orlando<br />
407 420 1000<br />
hintzer@gtlaw.com<br />
Recommended in <strong>Tax</strong><br />
Practice Areas: <strong>Tax</strong>; corporate and securities;<br />
real estate.<br />
Prof. Memberships: Member, Orange<br />
County Bar Association; Former Treasurer<br />
and Board Member, Lake Brantley<br />
Youth Football Association, Inc.<br />
Career: Listed,‘Super Lawyer,’ Florida<br />
Super Lawyers magazine, 2006; Listed,<br />
‘Chambers & Partners USA Guide’, 2006;<br />
Listed, 2004 ‘Legal Elite’, Florida Trend<br />
Magazine; Board Certified <strong>Tax</strong> Lawyer,<br />
Florida Bar Board of Legal Specialization<br />
and Education.<br />
Publications: Frequent lecturer to CPA’s<br />
and attorneys on federal income tax issues.<br />
Personal: LLM, University of Florida<br />
Levin College of Law, 1988; JD, cum<br />
laude, Stetson University College of Law,<br />
1987; BS, with honors, Chemistry,<br />
University of Florida, 1984.<br />
LAPIDUS, Steve<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> , Miami<br />
305 579 0509<br />
lapiduss@gtlaw.com<br />
Recommended in <strong>Tax</strong><br />
Practice Areas: <strong>Tax</strong>, trusts and estates;<br />
executive compensation and employee<br />
benefits ERISA.<br />
Career: Listed,‘Top Lawyer,’ South<br />
Florida Legal Guide, 2005; Listed, The<br />
Best Lawyers in America; Listed, Chambers<br />
& Partners USA Guide, 2004-07.<br />
Personal: LLM, New York University<br />
School of Law, 1977; JD, cum laude, New<br />
York University School of Law, 1973; BS,<br />
Wharton School of the University of<br />
Pennsylvania, 1969.<br />
MASER, Joel<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> , Orlando<br />
407 418 2389<br />
maserj@gtlaw.com<br />
Recommended in <strong>Tax</strong><br />
Practice Areas: <strong>Tax</strong>; automotive dealerships;<br />
Mergers & Acquisitions.<br />
Prof. Memberships: Active Member,<br />
Executive Council, The Florida Bar <strong>Tax</strong><br />
Section and has served as Chairperson of<br />
several committees within the <strong>Tax</strong><br />
Section; Member, <strong>Tax</strong> Section’s Long<br />
Range Planning Committee and is serving<br />
as the <strong>Tax</strong> Section’s workshop director.<br />
Career: Recognized as one of the ‘Legal<br />
Elite’ in Florida by Florida Trend magazine,<br />
2006; Listed, Best Lawyers in America,<br />
2005-07; Listed, Chambers & Partners<br />
USA Guide, 2003-07.<br />
Personal: JD, magna cum laude, University<br />
of Miami School of Law, 1984; BS,<br />
with honors, University of Florida, 1981.<br />
SCHINDLER, Ozzie<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> , Miami<br />
305 579 0762<br />
schindlero@gtlaw.com<br />
Recommended in <strong>Tax</strong><br />
Practice Areas: International tax.<br />
Prof. Memberships: Assistant Director,<br />
Florida Bar <strong>Tax</strong> Section, International;<br />
Chair of International Fiscal Association,<br />
<strong>Tax</strong>ation of Multinationals Group, Palm<br />
Beach Chapter; Co-Chair, Florida Bar /<br />
FICPA International <strong>Tax</strong> Conference.<br />
Career: Listed,‘Super Lawyer,’ Florida<br />
Super Lawyers Magazine; Listed, Best<br />
Lawyers in America, 2006-07; Listed,<br />
Chambers & Partners USA Guide, 2004-<br />
07; Recipient, American Jurisprudence<br />
Awards for International Business Transactions<br />
and Family Law.<br />
Publications: Co-author,‘US Corporations<br />
Doing Business Abroad’, editions 2003-05;<br />
Co-author, BNA Portfolio: Passive Foreign<br />
Investment Companies, 2005.<br />
Personal: LLM, New York University<br />
School of Law; JD, University of Florida;<br />
BS, University of Florida.<br />
STIVER, Charles<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> , Miami<br />
305 579 0760<br />
stiverc@gtlaw.com<br />
Recommended in <strong>Tax</strong><br />
Practice Areas: <strong>Tax</strong>; structured finance<br />
and derivatives; real estate investment<br />
trusts.<br />
Career: Ranked No. 3 tax lawyer in the<br />
US in ‘The Nation’s Top Lawyers,’ United<br />
States Lawyer Rankings, 2006; Listed,<br />
‘Super Lawyer,’ Florida Super Lawyers<br />
Magazine, 2006; Listed, Best Lawyers in<br />
America, 2005-07; Listed, Chambers &<br />
Partners USA Guide, 2005-07.<br />
Personal: LLM, New York University<br />
School of Law, 1975; JD, Stanford Law<br />
School, 1974; BA, Stanford University,<br />
1971.<br />
ZEYDEL, Diana S C<br />
<strong>Greenberg</strong> <strong>Traurig</strong>, <strong>LLP</strong> , Miami<br />
305 579 0500<br />
zeydeld@gtlaw.com<br />
Recommended in <strong>Tax</strong>, Wealth<br />
Management<br />
Practice Areas: <strong>Tax</strong>; Trusts & Estates;<br />
Wealth Management.<br />
Prof. Memberships: Member, American<br />
College of Trusts and Estates Counsel;<br />
Member, American Bar Association;<br />
Member, The Florida Bar’s Executive<br />
Counsel; Member, Miami City Ballet’s<br />
Community Development Board.<br />
Career: Listed,‘Super Lawyer,’ Florida<br />
Super Lawyers Magazine, 2006.<br />
Publications: Author,‘Deemed Allocations<br />
of GST Exemption to Lifetime<br />
Transfers,’ 34 Estate Planning 3, (March<br />
2007); Panelist,‘Advanced Estate Planning<br />
Update,’ ALI-ABA, (Winter 2007).<br />
Personal: LLM, New York University<br />
School of Law, 1993; JD, Yale Law School,<br />
1986; BA, summa cum laude, Yale<br />
University, 1982.<br />
www.ChambersandPartners.com<br />
All quotes in the text are from interviews with clients and competitors