David Gershel

Berkowitz, Trager & Trager, LLC (USA)

David Gershel counsels high-net-worth individuals, multi-jurisdictional families, closely-held businesses, and fiduciaries on U.S. and international tax, wealth management, and estate and trust planning. This includes strategic planning related to income and transfer taxation, pre-immigration tax planning, U.S. and non-U.S. trusts, tax-efficient cross-border investment structures, structuring foreign and domestic investment in U.S. real estate and operating companies, developing wealth transfer structures for multinational families, and global mobility matters generally, including expatriation and exit tax mitigation, application of favorable residency regimes abroad, and attainment of additional passports. David also advises on tax reporting, tax regularization, and compliance items.