FacultyFaculty/Author Profile
Shelly Meerovitch

Shelly Meerovitch

AB Bernstein

New York City, NY, USA


Shelly Meerovitch, JD, is a Director and Senior Vice President in the Wealth Strategies Group in Bernstein’s New York office. She brings 20 years of expertise in international and domestic trusts and estate issues. Before joining Bernstein, Shelly was a partner of the law firm Katten Muchin Rosenman LLP in New York. She focuses on international planning, and works with our high-net-worth clients and their professional advisors to optimize structures for tax-efficient investment in the US, wealth transfer to US beneficiaries, and the creation and administration of global trusts. Shelly is a member of the State Bar of New York, and has written on many pre-immigration planning and cross-border tax issues. She is a member of the London-based Society of Trusts and Estates Practitioners (STEP). Shelly graduated Phi Beta Kappa from the University of California Los Angeles with a BA in psychology, summa cum laude, and earned a JD from Columbia Law School.

Shelly Meerovitch is associated with the following items:
CHB Chapters  CHB Chapters Think Before You Leap: US Tax Planning for Individuals Arriving/Leaving the US (March 2018) - International Estate & Tax Planning 2018, Monday, May 21, 2018
Web Segment  Web Segment U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S. - International Estate & Tax Planning 2018, Tuesday, May 22, 2018
MP3 Audio  MP3 Audio U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S. - U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S., Tuesday, May 22, 2018
Transcripts  Transcripts U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S. - U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S., Tuesday, May 22, 2018
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S. - U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S., Tuesday, May 22, 2018
On-Demand Web Programs  On-Demand Web Programs International Estate & Tax Planning 2018, Monday, May 28, 2018, New York, NY
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