FacultyFaculty/Author Profile
Beth D. Tractenberg

Beth D. Tractenberg

Steptoe & Johnson LLP

New York, NY, USA


Beth D. Tractenberg leads the firm's Trusts and Estates practice. She concentrates her practice on all aspects of personal representation of high-net-worth individuals and families, as well as representation of fiduciaries.  She has a particular focus on international and domestic estate planning, contested matters, estate administration, and the creation and advising of exempt organizations.  She provides comprehensive tax, personal, and business advice to families, working closely with their family offices and other advisers.  Ms. Tractenberg’s practice successfully balances intra-family dynamics with efficient tax planning.

Ms. Tractenberg's clients own significant real estate and business holdings in the United States and abroad.  Drawing on her tax and trusts and estates experience, she serves as personal and family adviser on numerous business, management, and related personal issues for her clients.  She has particular experience advising international clients as to cross-border and pre-immigration planning, gifting, estate planning, and other tax issues.  Ms. Tractenberg frequently assists in resolving business disputes and succession planning across generations of family members.  Ms.Tractenberg also counsels private equity and hedge fund managers on their estate planning issues and has significant experience counseling clients on estate planning opportunities that arise in connection with both the formation and sale of closely held businesses.

She has created scores of nonprofit entities and has obtained tax-exempt status for them.  Ms. Tractenberg serves as counsel to numerous charitable entities, advising on issues including compliance and fundraising and has served on the boards of many nonprofit entities.

Ms. Tractenberg is recognized as a thought leader on legal developments and unique estate planning techniques through her frequent speaking and writing engagements.  Her speaking engagements include the American Law Institute, Practising Law Institute, the Trusts and Estates Law Section of the New York State Bar Association, the Philadelphia Estate Planning Council, National Financial Partners, and the New York Society of Securities Analysts.  She speaks extensively before professional groups including accountants, investment advisors, and insurance brokers.  She served as an adjunct professor at Fairleigh Dickinson University, teaching Tax Exempt Organizations in the Graduate Taxation Program.

Noteworthy

  • Best Lawyers in America, Trusts and Estates, 2017
  • National Law Journal's "Trailblazers in Trust and Estates," 2016
  • Super Lawyers, 2006-2016
  • "Top Women Lawyers," Super Lawyers, Trusts and Estates, 2013
  • Legal 500 US, Tax: Domestic Tax, 2015

Select Seminars & Events

Professional Advisor Panel, National Capital Gift Planning Council, May 27, 2016

"Family Governance: Using Private Foundations," The Key Private Bank Wealth Group, May 10, 2016

"Estate and Trusts as S-Corp Shareholders," NYSSCPA, December 15, 2015

2015 Idea Forum, PartnersFinancial, October 5, 2015

Panelist, "Women Dealmakers," Deals and Divas, May 28, 2015

"Trust Accounting Principles: A Separate Accounting Regime," Practicing Law Institute, May 27, 2015

Selected Publications

2016 Year-End Estate Planning

Proposed Regulations for Foreign-Owned US LLCs Move Toward Increased Financial Transparency
May 23, 2016

2015 Year-End Estate Planning

Contributor, "Motivating Children of Means," Wealth Management 20:20
April 2015

Next Gen - Motivating Children of Means
September 17, 2014, Familia: The Official Journal of the Family Office Council

Decanting From Irrevocable Trusts
July 2011, Trusts & Estates Magazine

Foreigners and the Gift Tax
July 2011, Private Wealth Magazine

Professional Affiliations

Trusts, Estates, and Surrogate's Courts Committee, Association of the Bar of the City of New York

Fellow, American College of Trust and Estate Counsel

International Estate Planning and Asset Protection Planning Committees, American College of Trust and Estate Counsel

Former Chair, International Planning Committee and Charitable Organizations Committee, New York State Bar Association, Trusts and Estates Section

Society of Trust and Estate Practitioners

Board of Directors, The A. Woodner Fund

Board of Directors, Lar Lubovitch Dance Company

Trustee and Founding Member, The Little One Foundation

Beth D. Tractenberg is associated with the following items:
Web Segment  Web Segment Foreign Trust Tax Planning: The Difficult Questions - International Estate & Tax Planning 2017, Tuesday, May 23, 2017
MP3 Audio  MP3 Audio Foreign Trust Tax Planning: The Difficult Questions - Foreign Trust Tax Planning: The Difficult Questions , Tuesday, May 23, 2017
Transcripts  Transcripts Foreign Trust Tax Planning: The Difficult Questions - Foreign Trust Tax Planning: The Difficult Questions , Tuesday, May 23, 2017
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Foreign Trust Tax Planning: The Difficult Questions - Foreign Trust Tax Planning: The Difficult Questions , Tuesday, May 23, 2017
On-Demand Web Programs  On-Demand Web Programs International Estate & Tax Planning 2017, Friday, May 26, 2017, New York, NY
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