* James R Cohen
Based in New York City, our firm has an outstanding reputation in the transactional, business, tax, estates, real estate, litigation and securities arenas, representing clients in a wide range of local, state, national and international matters.
* Hedge Funds
* Private Equity Funds
* Estate Planning and Administration
* Real Estate
* Investor Activism
* Securities and Corporate Finance
* Litigation, Risk Management and Arbitration
* Mergers and Acquisitions
* Tax
* Executive Compensation
* Bankruptcy/Workout
* Bank Debt and Claims Trading
* Commodities
We are well-positioned in a variety of "niches," including:
* Hedge Funds and other private investment funds, including funds pursuing investor activism and direct investments
* Private Client Tax and Estate Planning
* Real Estate Funds, Joint Ventures and Development
* Mortgage Financing and Commercial Leasing
* Litigation, Risk Management and Arbitration
* Middle-Market Mergers and Acquisitions
* Executive Employment Contracts
* Security Holder Rights Enforcement
* Creditors' Rights and Bankruptcy
* Bank Debt and Claims Trading
James R Cohen
Kleinberg Kaplan Wolff & Cohen PC
551 5th Ave - 18th floor
New York NY 10176
Tel: 212 986-6000; 212 880-9820
Fax: 212 986-8866
E-mail: jcohen@kkwc.com
* Accredited Estate Planner by the National Association of Estate Planners & Councils
Jim Cohen co-chairs the Estate Planning and Administration and Tax Groups at Kleinberg Kaplan. Jim has focused his practice on estate planning and tax advice to private clients, hedge funds and other money managers for more than 35 years. Jim's estate planning clients run the gamut from estates of a few million dollars to estates in excess of a billion dollars; estates of hedge fund managers, private investors, entrepreneurs, professionals, senior corporate executives, writers and artists, uncomplicated families, multiple families (three spouses, six children and four dogs) international families, etc.
The advice Jim gives to private clients and hedge fund managers often includes advice on tax-efficient investing. Jim has been involved with private placement variable life insurance (his favorite tax-efficient investment structure) for many years, acting as legal counsel to insurance brokers for such policies, investors (private clients, family offices, hedge fund managers) who have purchased such policies, and hedge fund managers managing funds for such policies.
Jim has dealt extensively with tax issues and estate planning matters involving hedge fund investments and hedge fund managers including fee deferrals and business continuity of the hedge fund management company after the manager’s death or disability.
Jim has also helped clients structure ownership of assets, set up domestic and offshore trusts, and plan their estates so as to minimize risks of potential claims of creditors including divorcing spouses.
Jim has lectured widely on tax, estate and succession planning, investment fund and hedge fund life insurance issues. Jim was named a New York Super Lawyer in 2006 and 2007.
Jim is on the Board and Executive Committee of the Abraham Fund.
Votes:34
Comments: 0