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C. William Tanzi

C. William Tanzi has practiced for more than 25 years in the areas of estates and trusts law, wills and estate administration and estate and gift planning.

Bill Tanzi's practice emphasizes dynamic estate and gift planning, multi-generational wealth preservation and specialized tax and non-tax private client services for high and ultra-high net worth individuals.

Bill has extensive experience in the design, structure and administration of sophisticated estate and gift planning techniques for high net worth private clients, including family partnerships, LLCs, grantor trusts and personal residence trusts, various types of charitable trusts, private foundations and tax-exempt organizations, as well as the implementation of advanced estate liquidity and asset protection strategies, generation-skipping transfers and business succession plans.

His practice also encompasses international estate and gift tax issues, including "inbound" trust planning, and the structuring of foreign situs trusts and related entities. Bill's approach focuses on finding highly creative and practical solutions to the specific tax and non-tax issues inherent to planning for the preservation of personal wealth and closely-held business interests for clients and their families.  His clients include Fortune 500 company executives, high-profile entrepreneurs, top level investment advisors, hedge fund managers and prominent professionals.

Bill Tanzi is admitted to practice in both New York and Connecticut, and is a member of the New York State (Section on Trusts and Estates Law), American and Connecticut Bar Associations.

Bill is a member of the Association of the Bar of the City of New York and the Lower Fairfield County Estate Planning Council.  He is also a member of the Attorney Advisory Committee of Lighthouse International and is a consultant to numerous domestic and international financial organizations, has written extensively on subjects pertaining to estate planning for the affluent, charitable trusts and private foundations and international estate planning, and has been a supervising partner of the estates and trusts practices at three recognized New York and Connecticut law firms. 
 

 

The information appearing on this website and its associated writings is for informational and educational purposes only, and does not constitute legal advice or opinion.  Such advice or opinion is provided by the firm only upon engagement with respect to specific factual situations. 

IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any discussions of U.S. federal tax issues contained in this website (including any attachments) are not intended or written to be used, and may not in fact be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction, matter or subject addressed therein.