Heather W. Kenny

Practice Areas

Heather Kenny’s practice at Brick & Patel LLP focuses on the structuring and implementation of sophisticated estate, gift and generation-skipping tax planning techniques for wealthy individuals and families.

Career

Heather Kenny has broad experience advising principals of hedge funds and private equity funds on structuring involving fund interests. Ms. Kenny regularly advises clients on complex tax issues, investment concerns and personal/intra-family dynamics involved in the transfer of wealth from one generation to the next. She assists clients in achieving a creative, personally tailored plan for the preservation and transfer of their assets in a tax-efficient manner.

In addition to estate planning, Ms. Kenny’s practice includes estate and trust administration and charitable planning. Ms. Kenny represents corporate and individual fiduciaries in the probate and administration of estates and trusts in various New York counties. Her practice also includes the formation of and advice to private foundations and charitable trusts.