Scott J.

DeWeerd

• Associate

I focus on sophisticated personal planning, trusts, estates, taxation and asset protection, and I’m frequently sought out for my expertise in gift, estate, generation-skipping transfer and fiduciary income taxation. I’ve been an advisor to executives and directors of hedge, venture, private equity and other investment funds; professional sports organization owners, executives and athletes; executives and directors of publicly traded companies; founders, owners and managers of family businesses and closely-held companies; other professionals, including physicians, attorneys and accountants; individuals with global lifestyles and complex cross-border concerns; and the rising generation of wealth inheritors and stewards. My typical client has been enormously successful and they want to protect that success. They’ve lived uniquely extraordinary lives, accumulated substantial wealth and have purposeful intentions for the legacy they want to leave behind.  

Scott DeWeerd focuses his practice on trusts and estates and the business, investment and tax aspects that are crucial to wealth accumulation, preservation and transmission. Much of his work consists of preparing trusts and estate plans for ultra-high-net-worth individuals and families, but also extends to the formation, operation and succession of closely-held businesses, private foundations and single-family offices; philanthropy and charitable giving strategies; administration and litigation of trusts and estates; international tax matters (including inbound and outbound investments and foreign trusts); partnership tax matters; and resolution of tax disputes with federal, state and local authorities.