REPRESENTATIVE EXPERIENCE Doug’s extensive representative experience includes:
- Advising clients on sophisticated transfer tax techniques and the efficient multigenerational transfer of wealth, incorporating gift, insurance and charitable giving programs as appropriate.
- Advising on U.S. transfer tax planning for non-U.S. citizens and persons living outside the United States, including special marital deduction issues affecting people married to non-U.S. citizens.
- Advising clients on the administration of estates and trusts.
- Representing clients in estate and gift tax audits.
PROFESSIONAL HONORS AND AWARDS
- Recognized by Chambers USA: Guide to Leading Business Lawyers in the area of wealth management (2010, 2011, 2012, 2013)
- Selected for inclusion in Euromoney’s Guide to the World’s Leading Trusts and Estates Practitioners (2009)
- Named to The Best Lawyers in America in the area of trust and estates (2006-2013)
- Selected for inclusion in Washington, D.C., Super Lawyers® (2007-2012)
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- Past Chair, Estate and Gift Taxes Committee, Tax Section, American Bar Association
- Fellow, American College of Trust and Estate Counsel
- Member and Past Director, District of Columbia Estate Planning Council
- Member, Governing Board, St. Albans School (Washington, D.C.)
- Former Board Member, The Concord Hill School (Chevy Chase, Maryland)
PUBLICATIONS AND SPEAKING ENGAGEMENTS
- Author, “Transfers to Noncitizen Spouses,” BNA Tax Management Portfolio #842
- Author, “Beware of the GST Tax,” Legal Times (February 12, 2007)
- Author, “I Want a Do-Over: Section 9100 Relief for Missed Tax Elections,” prepared for New York University’s Institute on Taxation (2006)
- Author, “The Federal Gift and Estate Tax Marital Deduction For Non-United States Citizen Recipient Spouses,” 25 Real Property Probate and Trust Journal 385 (Fall 1990)
- Speaker, Webinar: Current Development in Estate Planning, IRI (February 27, 2013)
- Speaker, "Estate Planning for Professionals in Unincorporated Service Organizations," ALI-ABA Course in Partnerships, LLCs and LLPs (January 12-13, 2012)
- Speaker, “Marital Deduction Planning for Non-Citizen Spouses,” ALI-ABA International Trust and Estate Planning (August 2010)
- Workshop Presenter (with Lloyd Leva Plaine), “Extensions of Time to Make GST Exemption Allocations,” 43rd Annual University of Miami School of Law Heckerling Institute on Estate Planning (January 2009)
- Speaker, “Planning for Transfers to Non-Citizen Spouses,” ALI-ABA International Trust and Estate Planning (September 2008)
- Speaker, “Selected Topics in the Generation-Skipping Transfer Tax,” New York University’s Institute on Federal Wealth Taxation (July 2008)
- Speaker, “Selected Topics in the Generation-Skipping Transfer Tax,” Minnesota State Bar Association 34th Annual Probate & Trust Law Section Conference (May 2008)
- Speaker, “Render Unto Caesar: Federal Estate Tax Payments—Liability, Timing, Sources, and Payment Options,” New York University’s Institute on Federal Wealth Taxation (June 2007)
- Speaker, “When Bad Things Happen to Good People: Section 9100 Relief for Missed Tax Elections,” 32nd Annual University of Miami School of Law Heckerling Institute on Estate Planning (1998)
