Resources

Content Type

Author

Year

9/2012

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…

8/2012

Diversity Legislation and Unconscious Bias

August 9, 2012

Tara Rao presents, “Diversity Legislation and Unconscious Bias” – Diversity CLE, Hillsborough Association for Women Lawyers, South Asian Bar Association of Florida, and others, August 9, 2012.…

7/2012

Planning for Non-US Trusts Using State Decanting Laws

July 19, 2012

Significant planning opportunities now exist for both US and non-US trusts using state decanting laws. Several more states have recently introduced or enacted decanting legislation. The US Treasury Department 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.…

Understanding and Drafting Wills and Trusts

April 3, 2012

Tara Rao presents Understanding and Drafting Wills and Trusts, Sterling Education Services, April 3, 2012.…

Ethical and Professional Behavior in Estate Planning

April 3, 2012

Tara Rao presents Ethics:  Ethical and Professional Behavior in Estate Planning, Sterling Education Services, April 3, 2012.…

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

IRS Releases New Form to Report Specified Foreign Financial Assets

March 8, 2012

The Internal Revenue Service (IRS) has released Form 8938 – Statement of Specified Foreign Financial Assets.(1) Certain US taxpayers must now use the form to report information about specified foreign…

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.…