Jarriot L. Rook

Associate, Private Client

Jarriot Rook is an experienced member of a multi-office team that advises trustees and international families and family offices on planning for U.S. beneficiaries, U.S. investments, pre-immigration tax planning for foreign individuals who plan to become a U.S. tax resident, expatriation from the United States and FATCA and CRS compliance matters.

Mr. Rook also assists U.S.-based clients in designing and implementing plans to minimize income, gift, estate and generation-skipping transfer taxes through the use of irrevocable trusts (including irrevocable insurance trusts, intentionally defective irrevocable grantor trusts, qualified personal residence trusts, grantor retained annuity trusts and instalment sale transactions to grantor trusts), lifetime gifting, and closely-held business succession planning.  

The merged BCLP global private client platform has broadened the services Mr. Rook and his colleagues provide to include expertise relevant to clients based in Russia, Asia and the Middle East as well as in the United States and the United Kingdom.

Image of Jarriot Rook
  • Jarriot L. Rook
  • Associate, Private Client

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