Overview
Beth Tractenberg, chair of Steptoe's Transactions and Tax Group, guides high-net-worth individuals, families, and fiduciaries in international and domestic estate planning, contested matters, estate administration, the creation and advising of exempt organizations, and drafting and negotiating prenuptial agreements.
Beth, who also heads Steptoe’s Private Clients practice, provides comprehensive tax, personal, and business advice to families, working closely with their family offices and other advisers. Drawing on her tax and trusts and estates experience, Beth serves clients as a personal and family adviser on numerous business, management, and related personal issues, including issues involving real estate and business holdings in the United States and abroad. Beth has extensive experience advising international clients on cross-border and pre-immigration planning, gifting, estate planning, and other tax issues. She frequently assists in resolving business disputes and sensitively guides succession planning across generations of family members. Clients value her ability to successfully balance intra-family dynamics with efficient tax planning, and The National Law Journal named her to its "Trailblazers in Divorce, Trusts & Estates" list.
Beth also counsels private equity and hedge fund managers on estate planning issues and has significant experience advising clients on estate planning opportunities that arise in connection with both the formation and sale of closely held businesses. Beth served for eight years as a board member of a client's multibillion-dollar closely held business before its partial sale in 2017. She led the Steptoe team that advised the client on a subsequent IPO on the Hong Kong exchange.
Beth has created scores of nonprofit entities, obtaining tax-exempt status for each. As a board member of numerous nonprofits, Beth applies her wealth of insight to advise charitable entities on matters such as compliance and fundraising.
Beth is recognized as a thought leader in the realm of estate planning, and is frequently called on to present to groups such as STEP Israel, STEP Canada, the New York Estate Planning Counsel, American Law Institute, Practising Law Institute, National Financial Partners, and the New York Society of Securities Analysts. Additionally, she co-chairs the annual PLI International Estate Planning program.
- New York
- Florida
- J.D., New York University School of Law, Order of the Coif
- B.A., Wesleyan University, Phi Beta Kappa
Speaking Engagements
- "How Women Should Safeguard Their Wealth," Luxury Women Leaders Summit, April 9, 2025, New York, NY
- "Art and Estate Planning," ACTEC Asset Protection Committee Meeting, March 9, 2024
- "Practitioners' Update: US Tax Law," STEP Canada's 2023 National Conference, June 19, 2023
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"Using Trusts for Cross-Border Tax Planning," STEP Israel Annual Conference, June 13, 2023
- Co-Chair, Practising Law Institute's International Estate & Tax Planning 2023 Conference, May 18, 2023
- "Estate and Gift Tax Planning for Foreign Private Clients With US Assets and Beneficiaries," Estate Planning Council of New York City, October 24, 2022
- Co-Chair, Practising Law Institute's International Estate & Tax Planning 2022 Conference, June 1, 2022
- "Death and Taxes: What is Certain Today?," Estate Planning Council of NYC, October 21, 2021
- "Canadian Trusts with US Beneficiaries," STEP Canada 2021 Conference, June 15, 2021
- "Legends Never Die: Heirs, Estates, and Legacies that Earn Into the Afterlife," Association of Independent Music Publishers' Webinar, March 18, 2021
- "International Estate Planning," ACTEC Annual Meeting, March 2, 2021
- "Trust & Estate and Investment Planning and US Tax for Multi-Nationals; Citizens, Residents, and Non-resident Aliens," European American Chamber of Commerce Webinar, October 28, 2020
- "Nonresident Alien and Foreign Business Tax Compliance: Critical Tax Presence and Residency Issues," Strafford Webinar, July 16, 2020
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"Generational Planning," SIGMA 2019 Annual Conference, November 4, 2019
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"The Lucrative Art of Collecting," CollectionSuites' Art and Antique Car Collectors' Meetup, June 20, 2019
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"Working with the Global Family," Northwind Professional Institute's 2019 High Net Worth Invitational Forum, May 3, 2019
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"Trump and Tax," International Tax Planning Association Conference, March 21, 2019
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"Investment in US Real Estate by Nonresident Aliens (NRAs)," Practising Law Institute's International Estate & Tax Planning 2018 Conference, May 21, 2018
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"The Border with No Wall: Canadians Investing, Moving to or with Children in the US," 14th Annual International Estate Planning Institute hosted by STEP and the New York State Bar Association, March 22, 2018
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"Navigating the Global Inbound Commercial Real Estate Transaction," National Association of Realtors, November 3, 2017
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"Current Trends in International Estate Planning," Taxlinked Webinar, April 12, 2017
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"Navigating the Complexities of Ownership for Foreign Owners of US Real Estate," FIABCI-USA, April 5, 2017
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"International Families With US Members," International Tax Planning Association Conference, March 27, 2017
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"Generation Skipping Trusts," 2016 Trust and Estate Taxation Conference, December 8, 2016
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Professional Advisor Panel, National Capital Gift Planning Council, May 27, 2016
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"Family Governance: Using Private Foundations," The Key Private Bank Wealth Group, May 10, 2016
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"Estate and Trusts as S-Corp Shareholders," NYSSCPA, December 15, 2015
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2015 Idea Forum, PartnersFinancial, October 5, 2015
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Panelist, "Women Dealmakers," Deals and Divas, May 28, 2015
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"Trust Accounting Principles: A Separate Accounting Regime," Practising Law Institute, May 27, 2015
News & Publications
Client Alerts
Greenbook Summarizes Revenue Raisers for Biden’s Second Budget
March 28, 2022
By: Lisa M. Zarlenga, Lauren Azebu, Aaron P. Nocjar, Beth D. Tractenberg, Jasmine M. Campirides, John Cobb, Nick Sutter, Caitlin R. Tharp
Press Releases
Beth Tractenberg Named a 'Notable Women in Law' by Crain's New York Business
December 20, 2021
Client Alerts
New Tax Proposals Targeting Estate and Gift Planning for the Wealthy
September 16, 2021
Press Releases
Steptoe Launches Financial Services University
October 21, 2020
Press Releases
Steptoe Receives 125 Individual Mentions in Best Lawyers in America 2021
August 20, 2020
Client Alerts
Upcoming Filing Requirements for Cross Border Property Owners and Investors
May 20, 2020
Resources
Events
Seminars & Events
Year End Tax Conference and Celebration
December 6, 2021
Speakers: Alan Cohn, Micah S. Green, Zvi Hahn, Lawrence Hill, Aaron P. Nocjar, Caitlin R. Tharp, Beth D. Tractenberg, Amanda Pedvin Varma, Philip R. West, Lisa M. Zarlenga
Webinars
The IRS on Steroids: Audits of Wealthy Taxpayers
October 5, 2021
Speakers: Lawrence Hill, Beth D. Tractenberg
Webinars
Individual and Non-Corporate Tax Proposals in President's FY22 Budget
June 7, 2021
Speaker: Beth D. Tractenberg
Webinars
Biden's Tax Proposals: An Insider's Perspective on Potential Changes
March 9, 2021
Speaker: Beth D. Tractenberg
Noteworthy
- Crain's New York Business, Notable Women in Law (2021)
- Chambers High Net Worth, Private Wealth Law, New York (2017-2024)
- Best Lawyers in America, Trusts and Estates (2017-2025)
- Super Lawyers, New York, Estate Planning (2006-2021)
- National Law Journal's "Trailblazers in Trusts and Estates" (2016)
- Legal 500 US, Tax: Domestic Tax (2015)
- Super Lawyers, "Top Women Lawyers," Trusts and Estates (2013)
Professional Affiliations
- Fellow, International Estate Planning and Asset Protection Planning Committees, American College of Trust and Estate Counsel
- Former Chair, International Planning Committee and Charitable Organizations Committee, New York State Bar Association, Trusts and Estates Section
- Lincoln Center Professional Advisors Council
- Society of Trust and Estate Practitioners
- Board of Directors, The A. Woodner Fund
- Board of Directors, Lar Lubovitch Dance Company
- Board of Directors, Havana Heritage Foundation
- Trustee and Founding Member, The Little One Foundation
- Trusts, Estates, and Surrogate's Courts Committee, Association of the Bar of the City of New York (2014-2016)