Jonathan Byer concentrates his practice in estate and tax planning for individuals and families, the representation of fiduciaries, and the administration of estates and trusts. He frequently designs plans for high-net-worth individuals to help them both achieve personal goals and leverage their gift, estate, and generation-skipping transfer tax exemptions to preserve and protect family wealth. He also works with young individuals and families to address their current estate-planning needs and to plan for future inherited or earned wealth.

Every client is different, but Jonathan strives to provide each of them with a plan that fits their personal needs in a tax-efficient way. He has...

Jillian Merns is co-head of Davis Polk’s Private Wealth practice. She has deep experience in all aspects of estate planning and administration, with an emphasis on developing sophisticated plans for high-net-worth individuals and their families. Her practice includes preparing complex wills and trust agreements and counseling on estate, gift, and generation-skipping transfer tax matters. She represents clients in estate and gift tax audits and counsels clients in all phases of the administration of decedents’ estates and trusts.

Jillian also advises on the creation of single-family offices and works with many family offices on an ongoing basis to provide comprehensive solutions...

Sean Weissbart concentrates his practice in the areas of trusts and estates law and tax-exempt organizations.

His trusts and estates practice is focused on domestic and international estate planning, the administration of trusts and estates, and the representation of beneficiaries and fiduciaries in contested matters in Surrogate’s Court. He also advises clients on the negotiation of pre- and post-nuptial agreements and the modification of trusts upon divorce.

Sean also counsels tax-exempt organizations on matters ranging from formation and obtaining of tax-exempt status from the Internal Revenue Service to complying with state and federal tax-exemption laws and the avoidance...