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…

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…

3/2021

Tax Transparency and Beneficial Ownership Developments Affecting Private Clients

March 22, 2021

Severiano Ortiz presents on Tax Transparency and Beneficial Ownership Developments Affecting Private Clients. This presentation is a part of the Wealth Planning Workshop. This presentation provides an overview of tax…

Panelist, “The Validity of Wills in the U.S. and Europe, Their Execution, Revocation, Rectification and Interpretation: Why Do I Need a U.S. Will?”, STEP City of London Conference, March 8, 2021

March 8, 2021

Stan Barg is a Panelist on “The Validity of Wills in the U.S. and Europe, Their Execution, Revocation, Rectification and Interpretation: Why Do I Need a U.S. Will?”, STEP City…

1/2021

Planning for the Domestically Migratory Client

January 27, 2021

Gordon Stone presents “Planning for the Domestically Migratory Client” as part of the USC Gould School of Law 2021 Tax Institute.  January 27, 2021…

The Future of Trusts – Threats, Challenges, and Solutions

January 21, 2021

Our panel discusses recent global developments flowing from the international push towards regulation and transparency, important decisions of the courts that have contributed to the evolution of trust laws around…

12/2020

Special Residency & Citizenship Programs: Austria | Bahamas | Ireland | Italy | Portugal | Spain | UK

December 17, 2020

In recent months, there has been a trend of US citizens as well as non-EU citizens seeking legal advice in relation to selected countries special residency or citizenship programs. Our…

9/2020

UK-US Tax Planning: Trusts, Residential Real Estate, and Real Estate Investment Planning

September 29, 2020

Discusses the complexities of UK-US tax planning while considering the application of income, gift, and estate tax regimes on various structures. Topics include: Advising trustees of offshore trusts – with…

6/2020

Panelist, “Tax Residency in the Coronavirus Era”, STEP USA/STEP Israel, 30 June 2020

June 30, 2020

Stan Barg is a Panelist on “Tax Residency in the Coronavirus Era” at STEP USA/STEP Israel, 30 June, 2020.…

5/2020

The Modification of Irrevocable Trusts

May 1, 2020

Amanda C. Andrews gives a joint presentation regarding the modification of irrevocable trusts at the 63rd Annual Estate Planning Short Course of the Illinois Institute of Continuing Legal Education. May…

2/2020

Key Gift and Estate Planning Issues for International Executives and Retirees (February 2020)

February 27, 2020

Andrew Stone presents “Key Gift and Estate Planning Issues for International Executives and Retirees” during a moderated presentation at The Northern Trust Institute Executive & Retiree Advisory Boot Camp in…

12/2019

Identifying Business and Investment Trusts

December 2, 2019

Present lecture on how to identify whether a trust is in fact a trust for U.S. tax purposes. Often times we are working with “trusts” that are actually Investment or…

10/2019

U.S. Tax Implications of Offshore Trusts

October 1, 2019

Present lecture on assessing trust structures from a U.S. income tax perspective. RSM US LLP – Internal Private Client Training. October 1, 2019.…

6/2019

International Estate Planning: Crossing Borders, Navigating Cultures (June 2019)

June 19, 2019

Andrew Stone and Olivia Brennan present “International Estate Planning: Crossing Borders, Navigating Cultures” at the American Law Institute’s Estate Planning in Depth Conference in Chicago.  Download.…

Panelist, “US Estate Planning – What You Need to Know”, STEP Israel Annual Conference, Tel Aviv, Israel, June 18-19, 2019

June 18, 2019

Stan Barg is a Panelist on “US Estate Planning – What You Need to Know” at STEP Israel Annual Conference, Tel Aviv, Israel, June 18-19,2019.…

Panelist, “Practical and Tax Considerations: The Use of Non-Israeli Trusts for or by Israeli Residents”, The Israel Bar Association Committee for Private International Law, Tel Aviv, Israel, June 17, 2019

June 17, 2019

Stan Barg is a Panelist on “Practical and Tax Considerations: The Use of Non-Israeli Trusts for or by Israeli Residents” at The Israel Bar Association Committee for Private International Law,…

5/2019

Analyzing Foreign Trusts

May 11, 2019

This panel focuses on the application of the US tax laws as they relate to identifying foreign versus domestic trust structures. This panel outlines a roadmap from which to analyze…

Cross-Border Estate Planning

May 11, 2019

This panel focuses on provisions of the US tax code relevant to assessing and implementing cross-border estate planning. Points of discussion include identifying the tax status of the taxpayer and…

Panelist, “Domesticating and Decanting a Foreign Trust”, STEP Los Angeles International Tax and Estate Planning Forum, Laguna Beach, CA, May 9-10, 2019

May 9, 2019

Stan Barg is a Panelist on “Domesticating and Decanting a Foreign Trust” at STEP Los Angeles International Tax and Estate Planning Forum, Laguna Beach, CA,  May 9-10, 2019.…

Panelist, “Leaving the US & UK Tax Net”, US/UK Tax Planning, Private Client Tax, New York, May 2, 2019 and Los Angeles, May 6, 2019

May 2, 2019

Stan Barg is a Panelist on “Leaving the US & UK Tax Net” at US/UK Tax Planning, Private Client Tax, New York, May 2, 2019 and Los Angeles, May 6,…

3/2019

Conference Co-Vice Chair and Panelist, “Current Developments”, 15th Annual International Estate Planning Institute, New York, New York, March 14-15, 2019

March 14, 2019

Stan Barg is Conference Co-Vice Chair and Panelist on “Current Developments“, 15th Annual International Estate Planning Institute, New York, New York, March 14-15, 2019…

Choosing a Home for the Family Office; Practical Considerations and Legal Considerations

March 1, 2019

Rashad Wareh presents “Choosing a Home for the Family Office; Practical Considerations and Legal Considerations”, and co-chairs the 24th International Private Client Conference, Private Client Tax Committee, International Bar Association,…

Introducing a Business Consultant to a Client Family (March 2019)

March 1, 2019

Don Kozusko and J. Andrew P. Stone record a podcast for the American College of Trust and Estate Counsel (ACTEC) titled “Introducing a Business Consultant to a Client Family”. May…

2/2019

Choosing the Right PFTC Charter State – The Four Great State Building Blocks 2019

February 1, 2019

Miles Padgett presents “Choosing the Right PFTC Charter State – The Four Great State Building Blocks”, to the 2019 Private Trust Company Workshop and Symposium, February 2019.…

Control without Ownership and Flourishing Beneficiaries: 21st Century Trusts and Trustees

February 1, 2019

Miles Padgett presents “Control without Ownership and Flourishing Beneficiaries: 21st Century Trusts and Trustees”, to YPO (formerly Young Presidents’ Organization), February 2019.…

12/2018

Foreign Trusts and How to Recognize Them

December 13, 2018

Present lecture on Identifying foreign trusts and how to tell the difference between a U.S. domestic versus a foreign trust, and how to identify whether such trust is a grantor…

11/2018

Cross-Border Tax Issues Affecting the Private Client Services Client

November 28, 2018

Our presentation covers the basics of cross-border estate/gift/income tax planning with a focus on identifying tax residency and domicile, domestic versus foreign trusts, international information compliance, and delinquent filing procedures.…

Why Form a Private Trust Company?

November 1, 2018

Miles Padgett presents “Why Form a Private Trust Company?” to Family Office Exchange Webinar, November 2018…

10/2018

Where Shall I Go? Planning for a Change of Residence

October 1, 2018

Rashad Wareh Co-Chairs and presents “Where Shall I Go?  For the Mobile Family, What’s the Best Country in Which to Become Tax Resident” to the International Bar Association 2018 Annual…

Beneficiary Relations Committees and the Distribution Function

October 1, 2018

Miles Padgett presents Beneficiary Relations Committees and the Distribution Function, to New Hampshire Trust Company Conference, October 2018…

9/2018

Review of International Informational Reporting Forms and Related IRS Compliance

September 28, 2018

Conduct an internal training for our private client department to teach its tax professionals about the application of the U.S. Income Tax Code and related international informational filings. RSM US…

8/2018

Application of the U.S. Gift and Estate Tax Code to Cross-border Families

August 10, 2018

Conduct an internal training for our private client department to teach its tax professionals about the application of the U.S. Estate and Gift Tax Code to non-resident aliens and cross-border…

6/2018

Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets and Vice Versa (June 2018)

June 7, 2018

Andrew Stone gives a joint presentation with Suzanne Shier, of Northern Trust, at the Chicago Estate Planning Council on the topic “Tax and Estate Planning Considerations for Foreign Persons Owning…

Panelist, “US Tax and Estate Planning for the International Family – Then and Now”, Transcontinental Trusts: International Forum, Hamilton, Bermuda, June 4-5, 2018

June 4, 2018

Stan Barg is Panelist on “US Tax and Estate Planning for the International Family – Then and Now” at Transcontinental Trusts: International Forum, Hamilton, Bermuda, June 4-5, 2018.…

5/2018

Estate Planning With Islamic Inheritance Law

May 31, 2018

Rashad Wareh presents “Estate Planning with Islamic Inheritance Law” to the New York chapter of the Society of Trust and Estate Practitioners (STEP). His presentation materials are available here. Download…

3/2018

2017 Tax Cuts and Jobs Act, Recent Case Law and IRS Rulings

March 22, 2018

Stan Barg and Eric Dorsch speak at the 14th Annual International Estate Planning Institute jointly sponsored by the New York State Bar Association and STEP New York. Stan and Eric…

Panelist, “New Trust Jurisdictions in the 21st Century”, Trust & Estates Litigation Forum, Evian-les-Bains, France, March 4-6, 2018

March 4, 2018

Stan Barg is a Panelist on “New Trust Jurisdictions in the 21st Century“, at Trust & Estates Litigation Forum, Evian-les-Bains, France, March 4-6, 2018.…

Working Globally, Planning Locally

March 1, 2018

Rashad Wareh Co-Chairs the 23rd Annual International Wealth Transfer Practice Conference, “Working Globally, Planning Locally” at the International Tax and Private Client Committee, International Bar Association, London, England.…

2/2018

Choosing the Right PFTC Charter State – The Four Great State Building Blocks 2018

February 1, 2018

Miles Padgett presents “Choosing the Right PFTC Charter State – The Four Great State Building Blocks”, to the Family Office Exchange 2018 Private Family Trust Company Workshop and Symposium, February 2018.…

5/2017

Working with Highly Successful Families

May 2, 2017

Rashad Wareh presents “Working with Highly Successful Families – Advanced Estate Planning,” at the Investment Management Consultants Association 2017 Annual Conference in San Diego, CA…

The Private Family Trust Company: A Fully Empowered Platform for Family Flourishing

May 1, 2017

Miles Padgett presents “The Private Family Trust Company: A Fully Empowered Platform for Family Flourishing,” to the ABA Section of Taxation Meeting, May 2017 and to the New Hampshire Trust…

3/2017

Seeking Security in a Transparent World

March 6, 2017

Rashad Wareh, co-chairs the 22nd Annual International Wealth Transfer Practice Conference and presents “Seeking Security in a Transparent World” in London, England.…

U.S. SEC and Regulatory Issues for International Families

March 1, 2017

Miles Padgett presents “U.S. SEC and Regulatory Issues for International Families,” to the 13th Annual International Estate Planning Institute (The New York State Bar Association and The Society of Trust…

Panel Discussion on Family Office Technology

March 1, 2017

Don Kozusko moderates a panel of family office experts on the topic of developments in digital technology for managing family offices at the FinTech Summit in New York City, a…

2/2017

Inbound Wealth Planning (February 2017)

February 13, 2017

Andrew Stone gives a joint presentation with Ms. Suzanne Shier, of Northern Trust, on “Inbound Wealth Planning” to the Chicago Bar Association Trust Law Committee on the topic. Download.…

U.S. Solutions in Estate Planning (February 2017)

February 1, 2017

Andrew Stone presents “U.S. Solutions in Estate Planning” at the STEP Germany Conference in Frankfurt am Main, Germany on February 3, 2017.…

1/2017

Section 956 Final Regulations

January 17, 2017

This presentation discusses the Final Section 956 Regulations, including, the changes from the September Proposed Regulations and the application of the rules to partnerships. PwC US – International Tax Services…

12/2016

Should I Stay or Should I Go

December 1, 2016

Eric Dorsch presents “Should I Stay or Should I Go: Planning for Foreign Non-Grantor Trusts with US Beneficiaries” at the annual STEP Bermuda Conference on December 8, 2016.…

9/2016

Private Trust Companies: Global Use for International Families

September 1, 2016

Miles Padgett presents “Private Trust Companies: Global Use for International Families,” to the IBA Annual Conference in Washington, September 2016.…

8/2016

CFC Decontrol in Light of Proposed Regulation 385

August 11, 2016

This presentation discusses the basics of a controlled foreign corporation and the complications of de-controlling it with respect to Proposed Regulation 385, local country constraints, and the impact of section…

5/2016

Welcome to International Tax: Fundamentals of Inbound, Outbound, and Tax Treaties: Inbound Taxation

May 7, 2016

This panel addresses the basics of what is known in the international tax planning community as inbound tax planning, meaning tax planning for money or business flowing into the U.S.:…

3/2016

Final Regulations on Form 8938, Reporting for Specified Foreign Financial Assets, Regarding Specified Domestic Entities

March 17, 2016

Final Regulation (T.D. 9752), was published and became effective February 23, 2016. This final regulation adopts the 2011 Proposed Regulation § 1.6038D-6, with certain modifications. It establishes when a domestic…

Taxation and Use of Foreign Trusts

March 10, 2016

Stan Barg and Don Kozusko discuss the taxation and use of foreign trusts at the 12th Annual STEP/NYSBA conference in New York City on March 10, 2016. The 90 minute…

I Want to go to South America, What Will I Find When I Get There?

March 1, 2016

Rashad Wareh presents “I Want to go to South America, What Will I Find When I Get There? South America Regional Review on Taxation and Estate Planning”, and co-chairs  the…

Double, Double, Toil and Trouble

March 1, 2016

Rashad Wareh presents “Double, Double, Toil and Trouble – Recent and Upcoming Challenges for International Private Client Advisors”, while serving on Panel at International Bar Association, 21st Annual International Wealth…

In the Shoes of Our Clients – What do They Want?

March 1, 2016

Rashad Wareh Co-Chairs the 21st Annual International Wealth Transfer Practice Conference, “In the Shoes of Our Clients – What do They Want?” during Individual Tax and Private Client Committee, International…

2/2016

Family Office Exchange (FOX) Private Family Trust Company Workshop and Symposium (February 2016)

February 9, 2016

KHD was a program planning partner for the 2016 Family Office Exchange (FOX) Private Family Trust Company Workshop and Symposium held in Miami Beach, Florida on February 9th – 10th.…

Primary Options for Pursuing and Achieving Strategic Family Aspirations, and Choosing the Right PFTC Charter State

February 1, 2016

Miles Padgett presents “Primary Options for Pursuing and Achieving Strategic Family Aspirations, and Choosing the Right PFTC Charter State – The Four Great State Building Blocks,” to the Family Office Exchange…

12/2015

Cross-Border Issues Impacting Multi-Generational Global Wealth Owners (December 2015)

December 1, 2015

Andrew Stone presents “Cross-Border Issues Impacting Multi-Generational Global Wealth Owners“ at the Family Office Exchange Global Owners Forum in Coral Gables, Florida. Download.…

9/2015

US Activities of Foreigners & Tax Treaties – Residence: Beyond the Basics

September 18, 2015

This program examines the concept of “residence” for alien individuals, including the variety of statutory and regulatory rules that apply for income tax, estate and gift tax and other purposes,…

7/2015

The Basics of U.S. Tax Planning for Non-U.S. Persons/Non-Resident Aliens

July 1, 2015

This panel addresses the basics of what is known in the international tax planning community as inbound tax planning: When does a non-U.S. person become subject to U.S. taxation? What…

6/2015

Returning to the Fold – Repatriation of Foreign Assets

June 1, 2015

Rashad Wareh chairs “Returning to the Fold – Repatriation of Foreign Assets” at the American Bar Association and International Bar Association, 8th Annual U.S.-Latin America Tax Planning Strategies in Miami…

5/2015

HUF HUF and Blow the IRS Away: An Analysis of a Hindu Undivided Family (HUF) – Is it an Entity or a Trust? Neither? A Tenancy in Common? How does it Comply with U.S. Tax Laws?

May 9, 2015

Absent any IRS guidance on a HUF, how should practitioners counsel their clients in light of the increased information sharing due to FATCA and inter-governmental agreements? This panel explores the…

Hot Topics in International Tax: Foreign Tax Compliance

May 8, 2015

This panel addresses several recent developments in international tax, with a focus on issues that young lawyers and new practitioners are likely to encounter in practice. The panelists discuss a…

Pre-Immigration Planning: Rescuing the Client Who Failed to Plan or File the Required Forms

May 1, 2015

Learn about the common pitfalls practitioners face in completing the required forms, when a mistake requires more than simply ling a delinquent form, how to choose the right type of…

Family Sustainability and Options for Improving the Odds

May 1, 2015

Miles Padgett presents “Family Sustainability and Options for Improving the Odds,” to the Institute for Private Investors (Advisor/Investor Roundtable), May 2015.…

4/2015

International Inheritance Disputes Dissected (April/May 2015)

April 30, 2015

Andrew Stone moderates a panel discussion titled “International Inheritance Disputes Dissected: The Young and the Restless versus The Bold and the Beautiful” at the Estate Planning and Real Property Spring…

3/2015

Final Regulations on Form 8938, Reporting of Specified Foreign Financial Assets

March 19, 2015

Final regulation (T.D. 9706), was published and became effective December 12, 2014. This final regulation adopts the 2011 temporary regulations as final regulations, with certain modifications. It did not yet,…

Private Trust Companies

March 1, 2015

Miles Padgett presents “Private Trust Companies,” at the 11th Annual International Estate Planning Institute (The New York State Bar Association and The Society of Trust and Estate Practitioners USA), March…

FATCA – Practical Considerations

March 1, 2015

Rashad Wareh presents “FATCA- Practical Considerations” to the International Bar Association, 20th International Wealth Transfer Practice Conference in London, England.…

Commentary on Family Dynamics at the Purposeful Planning Institute

March 1, 2015

At the inaugural gathering of Fusion Collaboration organized by the Purposeful Planning Institute, Don Kozusko represents Shaking the Tree Foundation in presenting an education event centered around “The Big Payday,”…

2/2015

Global Transparency Issues

February 1, 2015

Rashad Wareh participates in Global Transparency Issues Discussion to JPMorgan, LatAm Wealth Advisory Team.…

Key Trust States’ Innovative Proposals Supporting Private Family Trust Companies and Family Trusts

February 1, 2015

Miles Padgett presents “Key Trust States’ Innovative Proposals Supporting Private Family Trust Companies and Family Trusts,” to the Family Office Exchange, February 2015.…

1/2015

Civil and Criminal Tax Penalties – Legislative and Administrative Developments

January 31, 2015

This presentation provides a summary of updated legislative and administrative developments with regard to IRS penalties and IRS international disclosure procedures. American Bar Association Section of Taxation – 2015 Midyear…

11/2014

Offshore Tax Compliance: Often Forgotten Informational Forms and the IRS’s Offshore Voluntary Disclosure Programs

November 12, 2014

This presentation provides a summary of the most common international informational reporting forms as well as those forms that are often forgotten by clients and professionals alike. Illinois CPA Society…

Offshore Tax Compliance: Often Forgotten Informational Forms and the IRS’s Offshore Voluntary Disclosure Programs

November 6, 2014

This presentation provides a summary of the most common international informational reporting forms as well as those forms that are often forgotten by clients and professionals alike. American Academy of…

9/2014

Family Office Exchange (FOX) Private Family Trust Company Symposium (September 2014)

September 1, 2014

KHD was a program planning partner for the Family Office Exchange (FOX) Private Family Trust Company Symposium in Chicago, Illinois. John Duncan presented “State of the PFTC Industry Today –…

7/2014

Structuring Your Family Office for Success: What Every Family Should Know

July 1, 2014

Miles Padgett is a Panelist on the “Structuring Your Family Office for Success: What Every Family Should Know Regarding Government Taxation and Regulation and the New Rules Moving Forward” at…

Protector – a Versatile Defender?

July 1, 2014

Rashad Wareh is Panelist on “Protector – a Versatile Defender?” at the International Wealth Planners New York Meeting.…

6/2014

Why Private Trust Companies and Estate Planning Go Hand-in-Hand

June 1, 2014

John Duncan presents “Why Private Trust Companies and Estate Planning Go Hand-in-Hand.” Stephen Vetter is a Panelist and presents “Is the World Really Flat for U.S. Families Investing Abroad” at…

5/2014

Serving Two Masters: The Practitioner’s Duties Under Circular 230 and as an Advocate for a Client

May 9, 2014

This presentation focuses on the practitioner’s often forgotten duties under Circular 230 as well as those of the practitioners ethical obligations under their law license. American Bar Association Section of…

On the Move – Wealth Planning for Nonresident Aliens and Expatriates (May, 2014)

May 9, 2014

Andrew Stone gives a joint presentation with Suzanne Shier of Northern Trust on “On the Move – Wealth Planning for Nonresident Aliens and Expatriates” at the 57th Annual Estate Planning…

Distributions: Your Committee, Your Policy, and Your Practice

May 1, 2014

Miles Padgett presents “Distributions: Your Committee, Your Policy, and Your Practice,” to the South Dakota Trust Company – Third Forum on Private/Public Trust Companies in South Dakota, May 2014.…

3/2014

Planning for Muslim Clients

March 1, 2014

Rashad Wareh chairs “Planning for Muslim Clients: Keys to Understanding Your Client” during 19th International Wealth Transfer Practice Conference in London, England.…

1/2014

The Trustee Risk Crisis and Its Impact on Finding/Selecting the Best Trustees

January 1, 2014

Miles Padgett presents “The Trustee Risk Crisis and Its Impact on Finding/Selecting the Best Trustees,” to the Family Office Exchange 2014 Private Family Trust Company Symposium.…

10/2013

Mobile Marriage and Divorce: What is Mine is Mine, What is Yours is Mine

October 1, 2013

Rashad Wareh chairs “Mobile Marriage and Divorce: What is Mine is Mine, What is Yours is Mine” at the International Bar Association 2013 Annual Meeting in Boston, MA…

7/2013

Structuring Your Family Office for Success: What Every Family Should Know

July 1, 2013

John Duncan is a panelist on “Structuring Your Family Office for Success: What Every Family Should Know” to the Family Office & Private Wealth Management Forum in Newport, Rhode Island.…

5/2013

Family and Trust Governance Evolution(2013)

May 8, 2013

Rashad Wareh presents on Family and Trust Governance Evolution at the Estate Planning Council of New York Family Matters Estate Planners Day.…

Providers Can Offer Bespoke Services Only If Families Can Bespeak Their Vision

May 1, 2013

John Duncan speaks on “Providers Can Offer Bespoke Services Only If Families Can Bespeak Their Vision” at the Institute for Private Investors Spring Forum in New York.…

4/2013

Scenario Planning for Wealthy Families

April 22, 2013

Don Kozusko speaks on Scenario Planning for Wealthy Families at the FOMCon event in Manhattan presented by Family Office Metrics on April 22-23, 2013. Scenario planning is an established business…

3/2013

Current Tax Topics: Foreign Trusts: Dealing with UNI, Grantor v. Non-Grantor, GST

March 1, 2013

Rashad Wareh is a Panelist on “Current Tax: Foreign Trusts: Dealing with UNI, Grantor v. Non-Grantor, GST” at 9th Annual International Estate Planning Institute in New York, NY.…

Does the Tax Advisor Have a Future

March 1, 2013

Rashad Wareh participates in round table discussion on “Does the Tax Advisor Have a Future” at the 18th International Wealth Transfer Practice Conference in London, England.…

11/2012

AICPA National Tax Conference in Washington, D.C 2012

November 1, 2012

George Harris and Stephen Vetter speak on foreign trusts at the 2012 AICPA National Tax Conference in Washington, D.C.…

9/2012

Introduction to International Estate Planning (September 2012)

September 22, 2012

Andrew Stone presents “Introduction to International Estate Planning” at the Society of Trust and Estate Practitioners at STEP Wyoming First Annual Conference, Jackson, Wyoming.…

The Americas Families in Business Conference 2012-Shaking the Tree “The Outsider”

September 1, 2012

The public premiere was held at The Americas Families in Business Conference in 201 2, where the firm also sponsored the performance of “The Outsider.” The play was created and…

5/2012

21st Century Trust Remodeling: Decanting Irrevocable Trusts

May 1, 2012

Miles Padgett presents “21st Century Trust Remodeling: Decanting Irrevocable Trusts,” to The District of Columbia Bar, May 2012…

4/2012

Hiring Incentives to Restore Employment (HIRE) Act (April 2012)

April 25, 2012

Andrew Stone presents on HIRE Act, P.L. 111-147, at the ABA, Section of Real Property, Trust and Estate Law.…

Learning to be a Successful Shareholder

April 1, 2012

Rashad Wareh is Panel Moderator on “Learning to be a Successful Shareholder” at Campden 2012, Americas Families in Business Conference, Key Biscayne, FL…

3/2012

U.S. Gift, Estate and Income Tax

March 1, 2012

Rashad Wareh presents on planning and reporting issues for cross-border clients (focus on Spain) to ‎Cuatrecasas ‎Tax Group, Barcelona.…

Put Your Trust in Your Trustee…But Keep Your Powder Dry

March 1, 2012

Rashad Wareh is a Panelist on “Trustee Control Issues and Structuring for the Untrusting”  at the International Bar Association 17th International Wealth Transfer Practice Conference in London, England.…

2/2012

What Every Estate Planner Needs to Know About International Estate Planning (February 2012)

February 11, 2012

Andrew Stone presents “What Every Estate Planner Needs to Know About International Estate Planning” at Milwaukee Mid-Winter Estate Planning Clinic.…

11/2011

Tax Lawyers in the Game and on Stage

November 1, 2011

Rashad Wareh chairs panel discussions on “Tax Planning for Athletes, Sports, Leagues, Entertainers and Related Persons” at International Bar Association 2011 Annual Meeting in Dubai.…

9/2011

Preparing for the New Era of Family Office Regulation – Non-Compliance is Not an Option

September 1, 2011

Miles Padgett presents, “Preparing for the New Era of Family Office Regulation – Non-Compliance is Not an Option,” to the Family Office Exchange, September 2011…

1/2011

Bilateral Investment Treaties

January 1, 2011

Rashad Wareh presents the use of bilateral investment treaties to provide remedy against expropriation of family businesses at STEP 2011 Meeting.…

11/2010

Corporate Governance

November 1, 2010

Rashad Wareh is Panelist on “Corporate Governance” at Columbia Business School in New York, NY…

10/2010

Nuts and Bolts of Trust Mechanics

October 1, 2010

Rashad Wareh is Panelist on “Nuts and Bolts of Trust Mechanics” at International Bar Association, 2010 Annual Meeting in Vancouver, Canada…

Grantor Retained Annuity Trusts – The Basics

October 1, 2010

Miles Padgett presents, “Grantor Retained Annuity Trusts – The Basics,“ to the ABA Tax Committee Estate and Gift Program, October 2006.…

3/2010

International Tax and Investment Treaties

March 1, 2010

Rashad Wareh speaks on International Tax and Investment Treaties at the International Bar Association, 15th International Wealth Transfers Practice Conference in London, England.…

9/2009

What Every Estate Planner Needs to Know About International Estate Planning (September 2009)

September 29, 2009

Andrew Stone presents “What Every Estate Planner Needs to Know About International Estate Planning” at Joint Fall Meeting American Bar Association – Section of Real Property, Trust & Estate Law…

SDTC Forum – Trust Company Issues

September 1, 2009

Rashad Wareh serves on Open Forum Panel on Trust Company Issues during SDTC First Forum on Private Family Trust Companies in Sioux Falls, SD.…

7/2009

Foundation for Accounting Education – Trust Company Issues

July 1, 2009

Rashad Wareh speaks on Trust Company Issues before the Foundation for Accounting Education Estate Planning Conference in New York, NY.    …

6/2009

Recent Legislative Developments that Affect the International Private Client (June 2009)

June 2, 2009

Andrew Stone presents “Recent Legislative Developments that Affect the International Private Client” at International Estate & Tax Planning 2009, Practicing Law Institute.…

2/2009

Planning with Foreign Grantor Trusts (February 2009)

February 25, 2009

Andrew Stone presents “Planning with Foreign Grantor Trusts” at STEP Chicago Chapter, February 25, 2009…

12/2008

International Aspects of Intra-Family Loans (December 2008)

December 8, 2008

Andrew Stone presents “International Aspects of Intra-Family Loans” at the Chicago Bar Association Trust Law Subcommittee Presentation, December 8, 2008.  …

5/2008

Selected Topics in International Estate Planning (May 2008)

May 12, 2008

Andrew Stone presents “Selected Topics in International Estate Planning” at the International Estate Planning Chicago Bar Association Trust Law Subcommittee Presentation, May 12, 2008.…

10/2007

Overview of U.S. Income and Transfer Tax System

October 1, 2007

Rashad Wareh presents “Overview of U.S. Income and Transfer Tax System” at Drew & Napier in Singapore.…

Private Placement Life Insurance

October 1, 2007

Miles Padgett presents, “Private Placement Life Insurance,” to the New York City Estate Planning Counsel, Fall 2007.…

3/2007

Selected Current Developments in the U.S.

March 1, 2007

Rashad Wareh speaks on “Selected Current Developments in the U.S.” to the International Bar Association, 12th International Wealth Transfer Practice Conference in London, England.…

5/2006

Governance for Family Trusts and Trust Companies – Deciding What You Want and Buying What You Need

May 1, 2006

Rashad Wareh speaks on “Governance for Family Trusts and Trust Companies – Deciding What You Want and Buying What You Need” to Institute for Private Investors, Spring Forum in New…

4/2006

Private Trust Companies-Unexpected Implications and Alternatives

April 1, 2006

Rashad Wareh speaks on “Unexpected Implications and Alternatives to Family Office Exchange” at CEO Forum in New York, NY.…

10/2005

Integrated Wealth Management

October 1, 2005

Miles Padgett presents, “Integrated Wealth Management,” to the IPI-JWM Integrated Wealth Management Forum, Fall 2005.…

10/2004

Tax Planning for Inbound Nonresident Aliens

October 1, 2004

Rashad Wareh presents “Tax Planning for Inbound Nonresident Aliens” at the Fiduciary Income Tax Committee of the ABA Tax Section, ABA Joint Fall Meeting in Boston, MA.…

1/2004

Taking the Foreign Out of Foreign Trusts

January 1, 2004

Rashad Wareh presents “Taking the Foreign Out of Foreign Trusts” to the Fiduciary Income Tax Committee of the ABA Tax Section, ABA Mid-Year Meeting in Orlando, FL…