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Withers Bergman LLP

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Withers Bergman LLP 
New Haven, Connecticut Office
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157 Church Street, P.O. Box 426
New Haven, Connecticut  06502-0426

(New Haven Co.)
Mailing Address: 6050 El Tordo, P.O. Box 2329, Rancho Santa Fe, California, 92067
Telephone: 203 789 1320
203 785 8127

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About this office:

Withers attorneys have a long history of representing entrepreneurs and their emerging companies as well as advising multi-generational families and their established businesses throughout California. We provide comprehensive legal advice on many of the issues successful individuals and their families face, including domestic and cross-border wealth planning, tax planning and charitable giving, immigration and other matters. In addition, as an experienced advisor to growth companies, we can offer practical and strategic guidance on all aspects of founding a new business venture.

Our lawyers based in San Francisco and our other California locations work closely with our other US and international offices to provide integrated, real-time advice to meet the complex and diverse needs of our California clients.


Statement of Practice Summary:
Estate Planning; Probate; Wills; Trust Law; Estates; Taxation; Charitable Giving; Business Succession Planning; Employee Benefits; Banking & Finance; Corporate Crime & Investigations; Divorce & Family Law; Hotels; Immigration; Italy; Insolvency; Landed Estates; Legal Risk Management; Sports; Tax Investigations; White Collar Crime & Investigations.

Documents by Lawyers at this office
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Investor Control Doctrine Invalidates Tax Benefits of Private Placement Life Insurance Policy
James R. Brockway,Marc T. Finer, September 11, 2015
On June 30, 2015, the U.S. Tax Court concluded in Webber v. Commissioner (144 T.C. 17) that the owner of a private placement life insurance policy retained sufficient control and incidents of ownership over the assets held in the segregated account underlying the policy to be treated as the actual...

California Now Requires that Public Charities Disclose “Significant Donor" Information to California Attorney General
Steven John Chidester,Rebecca Lynne O'Toole, August 18, 2015
A recent court rulingi upheld the California regulation that requires charities located or operating in California to provide a copy of their unredacted Form 990 Schedule B to the California Attorney General.ii California joins the list of states that now require charitable organizations to file an...

Recent IRS Policy Shift Requires Taxpayers to Reevaluate Decisions made as to Previously Undisclosed Offshore Accounts and Assets
Seth G. Cohen,David J. Moise, July 8, 2015
The US voluntary disclosure landscape has changed dramatically over the last 12 months. As a result, the options to voluntarily disclose previously unreported offshore accounts and assets have evolved to allow unprecedented relief for a broader group of US taxpayers. This is particularly true for...

Year Established: 1962

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