Ian Weinstock has built a practice that spans the range of trusts, estates and personal tax planning issues, including sophisticated estate planning techniques for high net worth individuals; choice-of-entity issues and succession planning for small businesses; philanthropic planning; the administration of decedents’ estates; and advising fiduciaries and beneficiaries on all aspects of trust administration. With extensive in-house experience at major U.S. financial institutions, he advises corporate fiduciaries on all aspects of their businesses, including trust acceptance policies and procedures, corporate governance, regulatory compliance, trust administration and tax reporting, as well as advising private banking/wealth management institutions on a wide range of fiduciary and trust-related matters.
With a solid background in cross-border matters, he advises multi-jurisdictional individuals and families on the full panoply of issues that may confront them, including pre-immigration planning, establishing structures for foreign investment in the U.S., setting up trusts for non-U.S. relatives of U.S. people or for U.S. relatives of non-U.S. people, expatriation planning, and tax compliance.
Mr. Weinstock received his B.A. in History summa cum laude from Yale College in 1991 and his J.D. from Yale Law School in 1994. Prior to joining Kostelanetz & Fink in 2014, he worked at Fried, Frank, Harris, Shriver & Jacobson, Debevoise & Plimpton and Day Pitney, as well as at Morgan Stanley and UBS. In addition, Mr. Weinstock is a member of the New York State Bar Association’s Trusts & Estates Section and the Society of Trust and Estate Practitioners.
New York State Bar Association, Trusts & Estates Section
Society of Trust and Estate Practitioners