Senior Counsel Fanny Karaman and Day Pitney partner Carl Merino co-authored “Proposed Regulations and the Pro Rata Share Rule for CFCs: Part I,” published in Trusts & Estates. The article…
Stan Barg participates in a panel discussion at The Transatlantic Wealth & Estate Planning 2026 on November 3, 2026 in London. Stan will discuss Legacy Planning for Global Families: Generational…
Fanny Karaman will be participaing in a panel discussion in collaboration with the French American Bar Association in Paris on October 21, 2026. The panel will discuss Entity Classification Rules…
Stan Barg participates in a panel discussion at the 5th Annual Transatlantic Tax & Wealth Planning Forum on September 15, 2026 at Carpenter’s Hall in London. Stan will discuss Understanding…
Jennie Cherry, Eric Dorsch and Shiwei Wu contributed to the American Bar Association’s “A Guide to International Estate Planning: Design, Administration, and Compliance”, Third Edition. Jennie authored a chapter titled…
New York’s new pied-à-terre property tax surcharge on high-value, non-primary residences in New York City applies from July 1, 2026, through June 30, 2031. Download…
Eric Dorsch and Elizabeth Martin co-authored What Clients Should Know About NYC Pied-à-Terre Surcharge Hits Second Homes, published in The Estate Planner newsletter by Wealth Management. Download …
The Firm has launched a program to help clients navigate family transitions. We have drafted specialized trust language, along with supporting background materials, to underscore the importance of planning for…
Andrew Stone co-authored The Trend Towards Global Mobility – Building Resilience Across Multiple Jurisdictions for publication in the July 2026 issue of Trusts & Estates magazine. The article describes trends…
Stan Barg will participate in a panel discussion of Planning with Trusts and Alternative Structures at the Transatlantic Tax & Wealth Planning Forum – 5th Annual on September 15, 2026…
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