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William Lu

William Lu is a partner in the New York office of Latham & Watkins, where he is a member of the Tax Department. His practice covers a wide variety of tax related issues in both US and non-US contexts. Mr. Lu practices primarily in financial products, derivatives, corporate finance, structured finance and various international tax matters.

Mr. Lu has represented financial institutions such as J.P. Morgan, Goldman Sachs and Bank of America in various financial product transactions, Rabobank in their structured notes offerings, Credit Suisse in establishing offshore debt funds and raising capital for such funds and a public global biotechnology company in various multi-billion securities offerings.

Mr. Lu's speaking engagements include:

  • Co-speaker at the March 29, 2012 12th Annual Tax Planning Strategies US & Europe conference on “Group Taxation: Use of Cross Border Losses in Tax Planning”
  • Co-speaker at the January 17, 2012 PLI conference on Taxation of Financial Products and Transactions on “Contingent Capital Transactions: Will They Work Here”
  • Co-speaker at the January 26, 2011 PLI conference on Taxation of Financial Products and Transactions on “Tax Ownership Involving Publicly Traded Securities”
  • Co-speaker at the April 29, 2009 District of Columbia Bar Association meeting on the Taxation of Distressed Debt
  • Co-speaker at the April 14, 2009 PLI conference on Taxation of Financial Products and Transactions on “Taxation of Financial Products and Transactions”
  • Co-speaker at the April 26, 2006 meeting of the Tax Executives Institute (Detroit Chapter) on "Current Debt Instrument Structuring Techniques and Related Tax Issues"
  • Co-speaker at the February 24, 2003 New York City Bar Association Seminar on "Planning for Inbound Investment by Foreign Persons"
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