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.

On March 27, Warren Whitaker will be speaking on "Passing Down Your Prized Possessions: How to Avoid Fights and Fees In Your Estate," a seminar hosted by the New-York Historical Society's Planned Giving Advisory Council and held at the Robert H. Smith Auditorium in New York City.

March 27, 2019

New-York Historical Society's Planned Giving Advisory Council, New York, NY

15th Annual International Estate Planning Institute

Warren Whitaker will be serving as chair of the 15th Annual International Estate Planning Institute, hosted by the New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA).

March 15, 2019

New York, NY

The New Hampshire Foundation Act: A Solid Foundation for Wealth Management on a Global Scale

March 14, 2019

Von Sanborn co-authored an article, "The New Hampshire Foundation Act: A Solid Foundation for Wealth Management on a Global Scale," published by the Bloomberg BNA Tax Management Estates, Gifts and Trusts Journal.

Passionate Collecting, Thoughtful Ownership: Collecting, Owning and Selling Art

On February 20, Von Sanborn will be presenting on "Passionate Collecting, Thoughtful Ownership: Collecting, Owning and Selling Art" at a STEP Southwest Florida Chapter event.

February 20, 2019

STEP Southwest Florida Chapter, Naples, FL

Estate Planning Across Borders: A Guide for the Perplexed

On January 16, Carl Merino and Warren Whitaker participated in "Estate Planning Across Borders: A Guide for the Perplexed," a program at the annual meeting of the New York State Bar Association presented by the Trusts and Estates Law Section.

January 16, 2019

Trusts and Estates Law Section, New York State Bar Association, New York, NY

Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families

February 4, 2019

Von Sanborn was featured in an article, "Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families," published by Bloomberg.

U.S. Family Offices Face Increasing Competition from Foreign Families

January 22, 2019

Von Sanborn was quoted in an article, "U.S. Family Offices Face Increasing Competition from Foreign Families," published by Private Asset Management.

Six Family Offices Themes Likely to Set the Agenda in 2019

January 15, 2019

International tax partner Von Sanborn was quoted in an article, "Six Family Offices Themes Likely to Set the Agenda in 2019," published by Fund Intelligence.

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