Resources

Content Type

Author

Year

12/2021

Form W-8BEN-E and Practical Tips

December 9, 2021

In October 2021, the Internal Revenue Service (IRS) released an updated version of Form W-8BEN-E. Non-US entities should use this new form when requested to certify their status for US…

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…

Tiara Woodard joins the firm as a legal assistant in the New York office

November 8, 2021

We are pleased to announce that we have a new member of our firm. Tiara Woodard, our new legal assistant, started today in our New York office.  We’re very happy…

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

November 1, 2021

Alex graduated from New York University School of Law in 2018 where he received his law degree. He received his undergraduate degree from Pennsylvania State University.…

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

Morgan Jacoby joins the firm as an office assistant in the New York office

October 21, 2021

We are pleased to announce that we have a new member of our firm and for our team in New York. Morgan Jacoby, is our new Office Assistant.  We’re excited…

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…