G. "Warren" Whitaker assists high net worth individuals and multinational families with complex domestic and international estate planning and related income tax, corporate and personal financial planning. Clients seek his experience with sophisticated international transactions; trust and estate issues, both domestic and international; family office needs; and trust services and fiduciary compliance. He is a former member of the firm's Executive Board.
Warren is a prolific writer and international speaker. Since 2003, he has been published or cited nearly 80 times in respected news sources, such as Bloomberg, The New York Times and Worth Magazine. He is the lead author of Private Clients Legal and Tax Planning, published by PLI in 2016, and co-authored the United States sections of Tottel's Succession Law and Bloomsbury's International Succession Laws.
He has also served in variety of leadership roles in his professional community, including serving as U.S. chair of the U.K.-based Society of Trusts and Estates Practitioners (STEP), member of the STEP Worldwide Council and chair of the Trusts and Estates Law Section of the New York State Bar Association, as well as the Section's International Estate Planning Committee and Estate Administration Committee and a former district representative.
Among his honors and recognitions is selection as a fellow of the prestigious American College of Trusts and Estates Counsel (ACTEC) and its International Estate Planning Committee.
For years, Warren's peers have named him to lists of top lawyers. As Chambers USA* (Chambers & Partners) described him, "Warren Whitaker is the leading figure in the practice and is sought by clients for 'his depth of experience and intellect, and his very good grasp of cross-border taxation. Worth Magazine has named Warren as one of the nation's 100 Top Wealth Advisors.
*No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.
Chosen for inclusion in Who's Who Legal (Law Business Research Ltd), Private Clients, 2018, 2021
Chosen for inclusion in Chambers HNW Guide (Chambers & Partners) as a leading lawyer for wealthy individuals and families Nationwide, 2017-2019; USA Eastern Region, 2016, 2020; New York, 2016-2020
Selected to the list of Private Client Global Elite by Legal Week (ALM Media Properties, LLC), 2017-2021
Chosen for inclusion in The Best Lawyers in America, Trusts and Estates, 2006-2022
Selected to the list of New York Super Lawyers (Thomson Reuters), Estate Planning and Probate, International, Tax, 2007-2019, 2022
Chosen for inclusion in the Chambers Global (Chambers & Partners) 2008, 2009, 2010, 2016 and 2020
Chosen for inclusion in the Chambers USA Legal Directory (Chambers & Partners) as a leading wealth management attorney, 2009-2016
Recipient of 2015 Society of Trust and Estate Practitioners; Founder Award for Outstanding Achievement
Named in Worth Magazine's 2006 "100 Top Attorneys" List
No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.
New York Historical Society, Planned Giving Advisory Council, Co-chair
Shakespeare's Globe USA, Director
Library of America, Fellow