Resources

Content Type

Author

Year

12/2021

ALI-CLE International Trust and Estate Planning 2021 Webcast – Drafting Tips for International Clients (December 2021)

December 2, 2021

Andrew Stone presents Drafting Tips for International Clients and Cross-Border Trusts, 2021 ALI-CLE International Estate Planning webcast on December 2, 2021.      …

11/2021

Chicago Estate Planning Counsel (CEPC) Where Did I Leave My House?!!! (November 2021)

November 9, 2021

Andrew Stone presents Where Did I Leave My House?!!! (and other Questions by U.S. Persons with Foreign Assets and Non-U.S. Persons with U.S. Assets), at the CEPC International Estate Planning Workshop…

Alexander J. Cadmus joins the firm as an associate in the NY office

November 1, 2021

Alexander J. Cadmus joins the firm as an associate in the New York office. Alex graduated from New York University School of Law in 2018 where he received his law…

Journey to the West – Considerations for Inbound Foreign Professionals (November 2021)

November 1, 2021

Andrew Stone and Eric Huang co-author article for Trusts & Estates Magazine, “Journey to the West – Considerations for Inbound Foreign Professionals.” November 2021. Download…

10/2021

ACTEC 2021 Virtual Fall Conference – Drafting Tips for International Clients and Cross-Border Trusts (October 2021)

October 7, 2021

Andrew Stone presents “Drafting Tips for International Clients and Cross-Border Trusts” to the International Estate Planning Committee at the ACTEC 2021 Virtual Fall Conference (October 7-10, 2021).…

9/2021

Panelist, “How to Use the Channel Islands as an Offshore Planning HUB for Clients that are Offshore & Unconnected”, International Trust & Private Client 2021, Jersey, Channel Islands 28 September 2021 and Guernsey, Channel Islands 30 September 2021

September 28, 2021

Stan Barg is a Panelist on “How to use the Channel Islands as an Offshore Planning HUB for Clients that are Offshore & Unconnected” at the International Trust & Private…

Panelist, “Succession Structuring: Trusts and Foundation: Exploring Alternative Structuring Uses”, US/UK Tax Planning, Private Client Tax, London, 23 September 2021.

September 23, 2021

Stan Barg is a Panelist on “Succession Structuring: Trusts and Foundation: Exploring Alternative Structuring Uses” at the US/UK Tax Planning, Private Client Tax, London, UK 23 September, 2021…

Court Upholds Higher IRS Penalty on Late Filing of Forms 3520 and 3520-A

September 23, 2021

On 28 July 2021, the Court of Appeals for the Second Circuit handed down its decision in Wilson v United States: “when an individual is both the sole owner and…

Changing Times: Tax and Reporting Requirements for US Citizens and Green Card Holders Moving Abroad (September 2021)

September 2, 2021

For various reasons, some US citizens and Green Card holders are considering living abroad. How tax professionals and trust officers worldwide advise these individuals depends on their objectives. Does the…

6/2021

Entity Classification Advice May Aid Pre-Immigration Planning

June 19, 2021

Severiano E. Ortiz is quoted in this article about the IRS legal advice (AM 2021-002) that was released on April 2, 2021. In this article, he addresses the impact of…