Private Client Roundtable | March 2023

Carlyn S. McCaffrey provides legal counsel on domestic and international tax and estate planning for high-net-worth individuals. She also advises individuals and institutions on charitable planning matters. Carlyn is co-head of the Private Client practice in the Firm's New York office.

A frequent lecturer on subjects relating to tax law, trusts and estates, foreign trusts and matrimonial law, Carlyn is also an extensively published author on these topics.

Daniel Hatten focuses his practice on private client matters, advising clients on a range of estate and wealth planning transactions, including the preparation of estate planning documents, lifetime gifting, multigenerational planning, estate administration and fiduciary litigations.

Dan also assists clients on issues relating to their retirement plans, charitable giving, change of domicile and life insurance, including split-dollar life insurance. He works with clients in a range of industries, including insiders of public companies, hedge fund managers, private equity principals, real estate developers, entrepreneurs, art dealers and art collectors, and helps clients navigate issues specific to their assets and situations.

Dan handles complex fiduciary litigation matters and disputes with the IRS. He has helped clients to obtain favorable private letter rulings from the IRS and navigate estate tax audits initiated by the IRS. He has been involved in all aspects of fiduciary litigation proceedings, including briefings in Surrogate’s Court proceedings, appeals and settlement negotiations of interfamily disputes.

John Karasek advises public and private companies in relation to US and international tax matters. He represents clients in a range of industries, with an emphasis on life sciences, software and emerging technologies. John advises on matters such as procurement operations, manufacturing, IP planning, trading and principal companies, and distribution models.

John brings a unique, business-driven approach to tax planning, having previously been a member of the Value Chain Management consulting group at a Big Four accounting firm. John develops a comprehensive understanding of his clients’ goals, the business’ core value drivers, and industry trends, and ultimately helps clients integrate tax planning into their strategic objectives.

John has presented on tax matters at the Tax Executives Institute and the American Bar Association at regional and national meetings. While in law school, John served as an associate editor for the Washington University Global Studies Law Review.