Tax Reform and International Private Clients

Publisher: Trusts & Estates eNewsletter, The Estate Planner

January 10, 2018

Day Pitney Author(s) Dina Kapur Sanna Carl A. Merino

Dina Kapur Sanna and Carl A. Merino co-authored a two-part series, "Tax Reform and International Private Clients," which was recently published in the Trusts & Estates eNewsletter, The Estate Planner. The articles highlight provisions in the recently enacted Tax Cuts and Jobs Act that could impact international private clients. The first part discusses how changes in the tax law may inform how non-U.S. individuals structure investments in U.S. property. The second part explores the impact of the new tax law on U.S. individuals with interests in foreign companies and related planning considerations for nonresidents structuring wealth transfers to U.S. beneficiaries.

Recommended

Acquiring U.S. or UK Real Estate

On November 13, Carl Merino co-presented on "Acquiring U.S. or UK Real Estate" at the U.S./UK Tax and Estate Planning Conference, sponsored by Frank Hirth and held in London, UK.

November 13, 2018

U.S./UK Tax and Estate Planning Conference, London, UK

International Trust and Estate Planning 2018

Dina Kapur Sanna spoke at International Trust and Estate Planning 2018, a program presented by American Law Institute Continuing Legal Education (ALI CLE) and held in San Francisco, CA.

November 2, 2018

ALI CLE International Trust and Estate Planning 2018, San Francisco, CA

Income Tax Implications of Onboarding a New International Client

On October 24, Aaron Kriss will be speaking on a panel, entitled "Onboarding a New International Client," at the 13th Annual Delaware Trust Conference, presented by the Delaware Bankers Association and the Delaware Financial Education Alliance.

October 24, 2018

13th Annual Delaware Trust Conference, Delaware Bankers Association and the Delaware Financial Education Alliance

Investing in Art

On October 17, Day Pitney LLP's Individual Clients Department and Family Office Practice hosted "Investing in Art," a private, invitation-only program in the firm's ongoing Family Office Investing Series, held at the Downtown Harvard Club of Boston.

October 17, 2018

Family Office Investing Series, Downtown Harvard Club of Boston, Boston, MA

Suitable Investment Structures for International Clients

Partner Dina Kapur Sanna will be speaking on "Suitable Investment Structures for International Clients" at the Family Office and Private Wealth Management Forum LATAM, which will be held in Miami, FL on October 17

October 17, 2018

Family Office and Private Wealth Management Forum LATAM, Miami, FL

Rebecca Tunney Selected as Finalist for STEP Young Practitioner of the Year Award

August 6, 2018

Day Pitney Press Release

Rebecca Tunney Named to Legal Week's Private Client Global Elite "Ones to Watch" List for 2018

July 25, 2018

Day Pitney Press Release

Chambers High Net Worth Guide 2018 Recognizes Fifteen Day Pitney Attorneys

July 24, 2018

Day Pitney Press Release

Four Day Pitney Partners Named to Legal Week's Private Client Global Elite List for 2018

July 19, 2018

Partners Tina Albright, Von Sanborn, Dina Kapur Sanna and Warren Whitaker have been named to Legal Week's 2018 Private Client Global Elite, a list of the world's elite lawyers advising ultra high net worth clients.

Rebecca Tunney Elected as Treasurer of STEP Boston

June 7, 2018

Rebecca Tunney has been elected to serve as a branch officer, in the role as Treasurer, of the Boston chapter of STEP, a global professional association for practitioners who focus on family inheritance and succession planning, with a focus on international estate planning.