William E. Keenen focuses his practice primarily on estate planning for high-net-worth individuals and their families. He works with business owners, private equity fund managers, C-suite executives and other individuals of various backgrounds in business, as well as individuals in the sports and entertainment sectors, to pursue their multigenerational wealth transfer objectives. In furtherance of that planning, William prepares wills, trusts and a variety of other instruments, including prenuptial and postnuptial agreements, and, where appropriate, creates more sophisticated estate planning structures. He routinely advises clients who are relocating from high-income-tax jurisdictions within the United States.
William also counsels clients with respect to the day-to-day administration of trusts and estates, including in matters involving post-mortem tax planning. He has assisted individual and corporate fiduciaries, as well as beneficiaries, in litigated trust and probate matters.
In addition, William has represented clients in tax controversies and other tax matters before the Internal Revenue Service (IRS), including matters of U.S. income, estate, gift and generation-skipping transfer (GST) taxation, and, early in his career, offshore voluntary disclosures. He has also assisted clients with the formation and operation of private foundations.
William has written about and lectured on various transfer tax topics affecting high-net-worth individuals and their families, including in the areas of shifting domicile within the United States, allocations of GST exemption and the application of the U.S. estate and gift tax law to transfers of property by citizens and non-citizens of the United States.
- Multigenerational wealth transfer planning
- Estate, gift and GST tax matters and controversies before the IRS
- International estate planning
- Prenuptial and postnuptial agreements
- Trust and estate administration and litigation
- Business succession planning
- Private foundations