Todd’s practice is focused on tax, trusts and estates, and business succession matters for affluent individuals and their families. He regularly advises domestic and international families and family offices with respect to creating trust and related business structures to preserve, protect and grow family wealth for multiple generations in a tax efficient manner.
Todd has significant experience working with clients to structure US and international wealth preservation vehicles such as Family Limited Partnerships, Grantor Retained Annuity Trusts, Sales to Intentionally "Defective" Grantor Trusts, Foreign Grantor Trusts, Qualified Personal Residence Trusts, Buy-Sell Agreements and Preferred Freeze Partnerships. He also advises clients on business succession matters, with a particular emphasis on navigating the various tax pitfalls under Chapter 14 of the Code. In addition, Todd's practice also involves the preparation of estate planning documents for clients including "tax-sensitive" Wills and Revocable Trusts, Generation-Skipping Dynasty Trusts and Irrevocable Life Insurance Trusts. Todd also has experience in advising Hedge Fund and Private Equity Fund professionals with respect to transferring carried interests into multi-generational trusts for the benefit of younger family members in a tax-efficient manner.
Education:LL.M, New York University School of Law, Taxation
M.B.A., Rutgers Graduate School of Management
Rutgers University School of Law, Tax Law Honors, Campbell Scholar
B.A., Fairleigh Dickinson University, magna cum laude
Bloomberg BNA Tax Management Portfolios:
(Commissioned) 875 T.M., Wealth Planning With Hedge Fund and Private Equity Fund Interests and Related IRC Section 2701 Issues (co-author)
N. Todd Angkatavanich is a member of the Bloomberg BNA Tax Management Estate Tax Advisory Board.