Stanley A. Barg

Stan practices in the areas of tax law and estate planning with a particular emphasis on planning for international families.  He advises clients throughout the world on matters pertaining to U.S. income, estate and gift taxation, the establishment and maintenance of international trusts, the use of life insurance, the structure of investments in the United States by non-U.S. persons, expatriation from the United States and other related matters.

Stan has been recognized by Citywealth as a member of its Leaders List in Private Wealth Management for North America and has an AV Preeminent Peer Review rating by Martindale-Hubbell.

Stan is a member of STEP’s Worldwide Council, and he is the immediate past Chairman of STEP USA.  (The Society of Trust and Estate Practitioners (“STEP”) is a worldwide professional association focused on family inheritance and succession planning.)  In addition, Stan is a member of the American Bar Association’s Taxation and Real Property, Probate and Trust Law and International sections, the International Bar Association, and the International Tax Planning Association.

Stan is admitted to practice in New York, the District of Columbia and Pennsylvania and is also a member of the Israel Bar Association qualified to practice in Israel as a foreign lawyer.  Stan is a frequent national and international speaker and author.  He is a 1971 graduate of The George Washington University (Phi Beta Kappa), a 1974 graduate of The George Washington University’s National Law Center (with honors) and a 1975 graduate of New York University School of Law where he was awarded an L.L.M. (in Taxation).

Recent Representative Projects

  • Advised the trustees of an international trust where some of the trust beneficiaries were becoming residents of the United States
  • Advised individuals who were surrendering their U.S. citizenship
  • Advised trustees of an international trust making a substantial real estate acquisition in the United States
  • Advised a non-U.S. based family as to how to make gifts to their children residing in the United States
  • Advised an individual who was regarded as a resident for tax purposes of both the United States and France as to how to minimize his overall income tax liability

Selected Recent Speaking Engagements and Publications

  • Contributing Author, Trusts in Prime Jurisdictions, Fourth Edition 2016, Global Law and Business Ltd.
  • Speaker, “U.S. Estate and Gift Tax Planning Strategies for the International Family”, Israel Bar Association, Committee for International Private Law, Tel Aviv, Israel, June 21, 2017
  • Speaker and Co-Vice Chair, “Current Developments”, STEP 13th Annual International Estate Planning Institute, New York, New York, March 23, 2017
  • Speaker, “An Update on Effective U.S. Tax and Estate Planning Strategies for the International Family”, STEP, Cape Town, South Africa, February 23, 2017
  • Speaker, “Common Uses of Delaware Trusts for International Clients: U.S. Tax Considerations”, 2016 Delaware Trust Conference, Wilmington, Delaware, October 25-26, 2016
  • Speaker, “Tax Treaties & International Taxation: A US/Israel Perspective”, STEP Israel Annual Conference, Tel Aviv, Israel, June 16, 2016
  • Speaker, “Cross Border US – Estate and Investment Planning with Trusts”, Israel Bar Association, Committee for International Private Law, Tel Aviv, Israel, June 14, 2016
  • Speaker, “Effective Pre-Immigration Tax and Estate Planning Strategies for the International Family” and Speaker, “The U.S. as a Trust Jurisdiction for Foreign Persons: U.S. Tax Considerations”, Transcontinental Trusts: International Forum 2016, Bermuda, May 9-10, 2016
  • Speaker, “Lost in Translation – How to Deliver and Implement Effective Wealth Planning Advise,: A U.S. Perspective for the International Family”, International Trusts & Private Client Forum, Guernsey, April 12, 2016
  • Speaker, “U.S. Tax and Estate Planning Strategies for the International Family”, STEP, Johannesburg and Cape Town, South Africa, March 2016
  • Speaker, “Foreign Trusts: Everything You Wanted to Know”, New York Institute, New York, NY, March 10, 2016
  • Co-Chair, “The Inaugural STEP USA Conference”, San Diego, California, June 4-5, 2015

 

Direct Line:  212.405.4754
Direct Fax:   212.937.3114
E-Mail Address:  sbarg@kozlaw.com