Wilmington, Delaware 19899-2323
Beth has practiced for more than 20 years in the areas of federal, state and local taxation, estate planning and administration.
She assists clients in developing customized estate plans, including as appropriate, trusts, limited liability companies and life insurance planning. Her experience includes trust decanting, trust merging and tax-favored strategies such as Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), charitable trusts and donor-advised funds.
Beth also handles administration of estates – from complex, multijurisdictional estates and illiquid estates to simple estates and trust administration. She has represented clients in Court of Chancery litigation in contested will cases, contested trust cases, elective share proceeding and other estate and property disputes.
She also assists clients in entity formation, reorganization and dissolution matters as well as advises real property investors and developers on like-kind exchanges, tax-efficient ownership structures and tax planning for property development and disposition.
|Areas of Practice||1) Taxation and Wealth Planning|
|Law School||Georgetown University Law Center (L.L.M.,1995);California Western School of Law (J.D.,1993)|
|Education||University of New Hampshire (B.S.,1990)|
|Bar Member / Association||Delaware State Bar Association|
|Most recent firm||Fox Rothschild LLP|
Barton W.S. Bassett is the leader of Morgan Lewis's Tax Practice. Mr. Bassett's practice focuses on international tax planning for both the outbound operations of U.S. multinationals and the inbound operations of foreign multinationals.
Celia Roady is a partner in Morgan Lewis's Tax Practice.Ms. Roady has published extensively in various journals on exempt organizations.