William E. Keenen focuses his practice on trust and estate matters, particularly estate planning for high-net-worth individuals and their families. He is experienced in the areas of multigenerational wealth transfer, life insurance, post-mortem tax and pre-immigration planning, and cross-border investment. William’s practice also includes the negotiation and preparation of prenuptial and postnuptial agreements.
In addition, William counsels clients with respect to the day-to-day administration of trusts and estates, and assists corporate and individual fiduciaries as well as beneficiaries in litigated trust and probate matters.
William has represented clients in tax controversies and other tax matters before the Internal Revenue Service (IRS), including matters involving U.S. income, estate, gift and generation-skipping transfer (GST) tax, and offshore voluntary disclosure issues. 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