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, including those who are relocating from high-income-tax jurisdictions within the U.S., to pursue their multigenerational wealth transfer objectives. To that end, William prepares wills, trusts and a variety of other instruments, including prenuptial and postnuptial agreements, and, where appropriate, creates more sophisticated estate planning structures.
William also counsels clients with respect to the day-to-day administration of trusts and estates, including in matters involving post-mortem tax planning. In this context, 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 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 U.S.
- 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