Severiano Ortiz co-presents on An Update on U.S. Transparency Initiatives. The Webinar covers three topics: (1) the final beneficial ownership information (BOI) reporting regulations under the Corporate Transparency Act; (2) the…
Severiano Ortiz co-presents with Tiago Cassiano Neves (Kore Partners in Lisbon, Portugal) and Pedro Jesus Fernandez (Kinship Law Partners in Madrid/Marbella, Spain), Portugal and Spain – From Golden Visas to…
Severiano Ortiz joins Luiz Felipe Maia, Founder at Maia International Properties; Vanessa Rodrigues Lima, Founder of VRL Legal; and Michael Maxwell, Head of Business Development at EQTY Capital to present…
Andrew Stone presents Where Did I Leave My House? Where did I Find My Spouse? (and other international planning questions for domestic clients), to JPMorgan Private Bank on September 6,…
During tax year 2022, advisers to international families should remain vigilant in their awareness of US tax and reporting rules. The sweeping tax law changes threatened in 2021 did not…
Andrew Stone records a podcast for ACTEC Trust and Estate Talk, Navigating the Choppy Waters of Cross-Border Estate Administration. Download …
We are pleased to announce that we have a new member of our firm. Ethel Morgan, our new paralegal, started today in our Washington, D.C. office. We are happy to…
Jennie Cherry speaks to trust officers and bankers about US-based foreign trust opportunities and compliance issues at the 2022 Trust & Wealth Executive Seminar sponsored by the Trust Management Association,…
Join us in welcoming Tara Rao as part of our Washington, D.C. office. Tara has such an impressive background that it can only be illustrated by reviewing her formal biography…
Severiano Ortiz participates as part of a panel entitled Golden Visa Fund Route for U.S. Investors and PFIC Demystification, via a live Webinar on April 28, 2022. The panel is…
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