March 19, 2018

Jean Marie Bertrand

Jean Marie Bertrand is special counsel in Cadwalader's Tax Group. Her practice focuses on federal income taxation, with an emphasis in structured financial products, investment fund structuring, cross-border lending transactions and other types of financings.

Jean also advises regularly numerous public charities, private foundations and other tax-exempt organizations on structural and operating issues, including domestic and international grantmaking, fundraising, unrelated business tax issues and transactional matters.

A member of the Tax Section of the New York State Bar Association, Jean co-authored “To Disclose or Not to Disclose: Tax Shelters, Penalties and Circular 230 in 2012”, Practicing Law Institute (2013) (with Linda Z. Swartz), "The U.S. Federal Income Tax Treatment of Hedge Funds, Their Investors, and Their Managers" and "The Tax Lawyer (August 2012) (with David S. Miller).

Articles in the National Law Review database by Jean Marie Bertrand



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