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

Integrated Asset Protection, Respada

Of Counsel Michael Pfeifer served on the panel, "Integrated Asset Protection," a webinar hosted by Respada on July 29.

July 29, 2021

Integrated Asset Protection, Hosted by Respada.

Private Client TransTrusts Bermuda: Impact of Regulation, Economic Substance, Beneficial Owner Registrations, FATCA, CRS Across Jurisdictions

Partner Dina Kapur Sanna spoke at the Private Client TransTrusts Bermuda event on a panel titled, “Impact of regulation, Economic Substance, Beneficial Owner Registers, FATCA, CRS across jurisdictions,” on June 4.

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NYSBA Spring Mtg - Planning for Hard to Value Assets in Uncertain Times: A Guide for Art Collectors

On May 6, Caryn R. Young and Emily A. Belfer present "Planning for Hard to Value Assets in Uncertain Times: A Guide for Art Collectors" at the Spring Meeting of the New York State Bar Association's Trusts and Estates Law Section.

May 6, 2021

New York State Bar Association (NYSBA) Webinar

Retroactive Tax Legislation and Gift Planning in 2021

March 25, 2021

Daniela P. Catrocho and Richard D. Sanders authored the article, "Retroactive Tax Legislation and Gift Planning in 2021," which was published in the New Jersey Law Journal.

"Little-Known Wrinkles in Foreign Trusts – Skills to Avoid Pitfalls in Practice," 16th Annual International Estate Planning Institute: Part 2

On March 18, Day Pitney Partners Dina Kapur Sanna and Carl Merino will participate at the 16th Annual International Estate Planning Institute hosted by the New York Bar Association and the New York chapter of the Society of Trust and Estate Practitioners (STEP NY).

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Top 100 Private Client Lawyers 2021

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New York Partner Dina Kapur Sanna from our firm's Individual Clients department has been recognized on Citywealth's Top 100 Private Lawyers 2021 List.

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Michael G. Pfeifer was featured in the Australian publication Financial Standard's article, "How Wealthy Families Protect Assets No Matter What." His comments were from a July 29 Respada panel discussion on integrated asset protection that focused on protecting family assets across generations for primarily Asian-based families.

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Day Pitney Press Release

Day Pitney Completes Merger with Rhode Island Firm

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Day Pitney's merger with Rhode Island-based Howland Evangelista Kohlenberg, which was completed on July 1, was featured in the Connecticut Law Tribune.

South Florida Law Firm Continues Expansion After Merging With Rhode Island Firm

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The completion of the merger between Day Pitney and Howland Evangelista Kohlenberg was featured in South Florida Business & Wealth's article, "South Florida Law Firm Continues Expansion After Merging With Rhode Island Firm."