Resources

Content Type

Author

Year

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…

Reporting Beneficial Owners of Certain US Companies: Observations Relevant to Private Client Structures

March 11, 2021

This article is the second part to our previous article, Reporting Beneficial Owners of Certain US Companies: Details of the New Corporate Transparency Act. This article considers aspects of the…

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…

Reporting Beneficial Owners of Certain US Companies: Details of the New Corporate Transparency Act

March 4, 2021

This article discusses the new U.S. Corporate Transparency Act that became law on January 1, 2021.  For the first time, certain ‘reporting companies’ (either incorporated in the U.S. or non-U.S.…

2/2021

Piercing the Veil: Do New U.S. Transparency Rules Make the Cut?

February 15, 2021

Severiano Ortiz is quoted by Tax Notes in the article about the new U.S. Corporate Transparency Act, entitled Piercing the Veil: Do New U.S. Transparency Rules Make the Cut? In…

1/2021

Possible Law Changes in US Tax and Reporting Obligations for U.S. and Non-US Persons

January 28, 2021

A new administration at the federal government level may mean tax law changes during 2021. January 28, 2021.  Although unlikely to apply retroactively, advisers to international families should keep an…

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…

Private Trust Companies – Creating the Ideal Trustee

January 1, 2021

Don Kozusko and Miles Padgett co-author Chapter 15 of The Complete Family Office Handbook. 2021 Download…

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…