Loeb & Loeb LLP
Cristine Sapers advises high net worth individuals and families on their estate, charitable and income tax planning, helping clients identify and reach their personal planning goals while minimizing taxes along the way. Her clients include executives of public companies, investment fund managers, owners of closely held businesses, family offices and individuals with inherited wealth.
Cristine’s practice covers all areas of estate planning, will and trust drafting, and administration of trusts and estates. Her area of specialty is working with hedge fund managers and principals of private equity firms on estate planning transfers of interests in their investment funds, including their carried interests, using a variety of techniques, including installment sales, GRATs and derivatives.
Cristine also counsels donors on charitable giving and advises private foundations and public charities on tax law, nonprofit corporation law and other matters. She has substantial experience handling IRS gift and estate tax audits as well as negotiating and resolving trust and estate disputes.
A deputy chair of Loeb’s Trusts and Estates department, Cristine serves as editor of the firm’s Family Office newsletter and maintains an active pro bono practice, including drafting wills for low-income veterans.
Cristine’s recent representations include the following: