Brad F. Westerfield

Business Services Group


Tax Group



London Office
Tel: +44 (0) 203 178 5932
Email: brad.westerfield@butlersnow.com

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BradF.Westerfield
Areas of Emphasis
  • Private Client and Wealth Management
  • Estate and Trust Planning
  • International Tax and Trust Planning
  • Federal Tax Compliance
  • IRS Offshore Voluntary Disclosure
Education & Honors
  • New York University, LL.M., Taxation, 2006
  • Mississippi College School of Law, J.D., cum laude, 2005
  • University of Mississippi, M.Tax., 2000
  • University of Mississippi, B.Accy., 1999
Associations
  • New York Bar Association
  • Mississippi Bar Association
    • Estates and Trusts Section
    • Taxation Section
  • American Bar Association
    • Real Property, Probate and Trust Law Section
    • Taxation Section
  • Society of Trust and Estate Practitioners
Bar Admissions
  • New York, 2007
  • Connecticut, 2007
  • Mississippi, 2006
Experience
  • Assist ultra high net worth families and their advisors with respect to US federal income, estate and gift tax issues, with a particular emphasis on integrated US/UK estate planning and pre-US/UK tax immigration planning.
  • Assist fiduciaries of trusts with US person beneficiaries.
  • Assist individuals with the relinquishment of US citizenship or lawful permanent residency (green card) status, and attendant US tax consequences.
  • Assist non-US individuals and businesses in structuring their US investments and US individuals and businesses in structuring their non-US investments.
  • Assist individuals, financial institutions and trust companies regarding US federal tax compliance, including FATCA and the IRS Voluntary Tax Disclosure programs.
  • Assist individuals with respect to the US federal tax implications of divorce.
Papers, Presentations & Publications
  • Quoted, “3,000 Americans ditch their passports,” CNN Money, 17 February 2014.
  • Presenter, “US Taxation of Non-US Trusts,” US Expatriate Year-End Planning Conference, London, October 2013.
  • Co-Author, "Landmark US Supreme Court Decision May Extend US Tax Benefits to UK Civil Partners," Planning Notes International, Vol. 2013, June 28, 2013.
  • Presenter, “US Tax Issues in Divorce,” London, March 2013.
  • Presenter, “US Tax Update and Introduction to Passive Foreign Investment Companies (PFICs),” London, February 2013.
  • Co-Author, “Crossing the Divide: US Tax-saving Opportunities for UK-based Americans,” Northwest Resident Magazine, February 2013.
  • Co-Presenter, “US Citizens Abroad: Tax and Legislative Updates in an Ever-evolving World,” London, October 2012.
  • Co-Author, “Transatlantic Thinking – Flexible Solutions for Those Facing a Planning Conundrum,” April 2012.
  • Presenter, “US Taxation of Trusts (for UK Practitioners),” London, March 2012.
  • Co-Presenter, “US/UK Tax Issues for Americans Residing in the UK,” London, 2012.
  • Co-Presenter, “Integrated US/UK Estate Planning,” London, 2012 and 2011.
  • Co-Presenter, “The US HIRE Act – Catching Overseas Structures to Ensure Internal Compliance,” STEP Conference Isle of Man, November 2010.
  • Co-Author, “Uncompensated Use of Trust Property Taxable to United States Persons,” Briefing Note, May 2010.
  • Co-Author, “Death of the US Death Tax? Not all Roses for Families with UK Connections,” The Offshore & International Taxation Review, Vol. 14, Iss. 3, 2010.

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