Partners Dina Kapur Sanna of the Individual Clients department and Stephen Ziobrowski of the Corporate and Business Law department recently authored an article in the UK Journal of International Tax, Trust and Corporate Planning. In "PFIC Considerations for Foreign Investors with US Beneficiaries," Dina and Stephen write that "the best approach for dealing with PFICs is to examine the portfolio of a non-resident alien or foreign trust any time a child or other beneficiary moves to the USA or is thinking of moving to the USA. There are a variety of strategies available to avoid the harsh results of the PFIC regime, so advance planning is critical."
Warren Whitaker will be Program Chair of the 13th Annual International Estate Planning Institute at the Crowne Plaza Hotel in New York, NY.
Warren Whitaker was a featured speaker at an event called "CLE - Cross-Border Estate Planning," which was sponsored by the Trusts & Estates Section of the Boston Bar Association.
Tina Albright was a featured panelist at an international forum uniting the most senior and elite legal advisers to HNWs and UHNWs.
Dina Kapur Sanna wrote a chapter entitled "Reporting Requirements for Foreign Trusts" which will be published in the February 2017 issue of the ALI CLE Estate Planning Course Materials Journal.
On January 24, Warren Whitaker will speak on "Pre-Immigration Planning Before a Move to the U.S." and "Canadian-U.S. Estate Planning" at the 6th Annual STEP Orange County Institute on Tax, Estate Planning and the Economy in Newport Beach, CA, presented in collaboration with the UCLA School of Law.
Day Pitney LLP was named 'Law Firm of the Year' by Family Wealth Report at its 2017 Awards Ceremony at the Mandarin Oriental Hotel in New York City.
Tina Albright was mentioned in an article, "On the Move," in the New York Law Journal. Albright recently joined Day Pitney as a partner in its Trusts and Estates practice.
Tina Albright was mentioned in an article, "Career Tracker: Lawyers on the move," in Reuters. Albright recently joined Day Pitney as partner in the firm's trusts and estates practice in New York.
New York- May 9, 2016 - Day Pitney LLP announced today that Tina Albright has joined the firm as a partner in the Trusts and Estates Practice in the New York office. She joins from Curtis, Mallet-Prevost, Colt & Mosle LLP.
New York, NY; March 23, 2016 - Six partners in Day Pitney's International Trusts and Estates and Energy practices received recognition in Chambers Global 2016. Chambers Global covers over 190 countries across the world and also includes Region-wide and Global-wide sections.