Jackie Donner-Stocki

Jackie has specific expertise advising the firm’s private clients on various estate planning and private wealth matters.

While working in London and Israel, Jackie has acted on high profile transactions for FTSE 100 and Tel Aviv 25 corporate clients, internet and technology companies and leading financial institutions and banks.

Jackie has acted for clients such as the Pearson Group, the Delek Group, PartyGaming, Woolworths, 888, Xstrata and Goldman Sachs.

Prior to joining Epstein Rosenblum Maoz (ERM), Jackie worked in the corporate department of Freshfields Bruckhaus Deringer LLP in London and as legal counsel at Morgan Stanley and Fidelity International.

Jackie has a BA from Tel Aviv University, a BSc from London School of Economics, and an MSt from Oxford University. Jackie qualified at BPP and completed the LPC at the College of Law in London.

Jackie is an English-qualified solicitor (admitted 2005). Jackie speaks English and Hebrew.

Epstein Rosenblum Maoz:

ERM’s unique focus, expertise and approach are widely acknowledged by Israeli and international clients, who instruct us in relation to their most challenging transactions.

The major legal directories also regularly recognise us as a leader in our core practice areas.

Effective approach

Our goal is to enable our clients to achieve their business objectives. We seek to accomplish this by adhering to a few basic principles:

First, we only engage excellent lawyers and constantly encourage them to hone their legal and interpersonal skills. Our lawyers’ technical skills and pragmatic approach are widely appreciated by clients and colleagues alike.

Second, our advice is always sound, practical, commercial and based on a thorough understanding of our clients’ business objectives.

Third, we work in small partner-led deal-teams comprised of lawyers with the most relevant skills for the specific assignment. This effective and ‘hands-on’ approach enables each team member to understand the ‘big picture’ and the team as a whole to provide coherent and holistic advice.

Donald Manasse

Donald Manasse has more than 20 years of experience representing victims and judicial administrators in international fraud cases with connections in Monaco, France and Italy. He has assisted in planning and implementing international asset tracing and recovery programmes for clients.

He has served as counsel in one of Monaco’s most notorious Ponzi scheme trials (Hobbs-Melville) in which a US businessman was accused of defrauding investors out of millions of euros after the brokerage firm he owned collapsed.

Mr Manasse has been authorised as a counsellor at law in Monaco since 1989 and is a member of the Bar in Nice, France, where the practice was founded in 1986.

As a French lawyer, he has access to investigative files during the preliminary and “instruction” procedures and appears as counsel in the criminal trials where his familiarity with international financial customs and practices is put to good use.

He has worked internationally in the pursuit and recovery of millions of dollars for creditors, trustees and receivers. Most recently Mr Manasse was instrumental in securing the arrest and conviction of an international fraudster who created his own stock exchange and has lead a team of lawyers seeking the return of misappropriated funds.

Born and raised in Milan, Italy, and schooled in Italy, the United States and France, Mr Manasse was first admitted to the Bar in New York. His cultural versatility and skills help bridge the challenges associated with international prosecutions.

Mr Manasse and his firm are the Monaco representatives of ICC FraudNet, the world’s leading asset recovery legal network.

Todd Beutler

Todd is co-head of DLA’s global private client practice group and leads the international private client practice from Hong Kong and Singapore with frequent travel to the Middle East and Europe, as well as the Americas.

He represents wealthy individuals and families, along with their family-controlled businesses, trusts, foundations, and family offices, as well as the global financial institutions, private banks, and corporate and individual fiduciaries who assist them with wealth management. His practice focuses on family business governance and transition, international tax and business planning, cross-border investment structuring, estate and trust planning and administration, charitable planning, and tax and fiduciary litigation. While many of his clients come from a family business background, other clients include executives leading a company to an IPO or M&A transaction, entrepreneurs creating new technologies and building new industries, as well as athletes, entertainers and artists, all of whom require bespoke, individually-tailored solutions to their tax and business issues.

Given the global scope of his practice, Todd has significant experience implementing complex, multi-jurisdictional structures for family businesses and the families themselves, ranging from setting up private trust companies, family offices and onshore and offshore trust structures and other vehicles to help clients safeguard wealth for generations, to establishing private equity and hedge fund structures and implementing cross-border sales and acquisitions, to implementing pre-IPO and exit structures to optimise the after-tax return from an investment and to secure pre-immigration and expatriation benefits. Recent projects have included working with mature family businesses to ensure succession and growth from the first through the fourth generations, to taking a technology start-up from its inception in a founder’s basement to the boardroom of the Global 50 company that acquired the developed technology, to assisting the founders of a large private company with their charitable goals in the various countries where the company operates.

For clients with US tax issues, Todd advises on corporate, partnership and individual income, estate, gift and generation-skipping transfer tax matters, as well as on the special rules affecting persons with connections to the US and other jurisdictions, including persons married to non-US citizens, US beneficiaries of foreign trusts and foreign persons owning US assets. He has also focused on intrastate residency and trust planning, with an eye to reducing the burden of state level income tax as well as state death taxes. He has also advised hundreds of clients on participation in the US tax amnesty programmes, helping many avoid significant criminal and civil penalties.