Insights
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.
Carl Merino and Dina Kapur Sanna authored an article, "Controlled Foreign Corp. Restructuring for US Taxpayers," which was published in Law360.
On June 21, Von Sanborn gave a presentation, entitled "Insurance as a Cross-Border Wealth Planning Tool: What, Why and How?" at Advising Latin American Families in a Transparent World, a conference presented by Private Client Finance and held in Miami, FL.
On June 13, Carl Merino spoke on a panel, "U.S. Tax Reform – Restructuring Your Investments in Light of the New Changes," at the 11th Annual Tax Planning Strategies – U.S. and Latin America conference, presented by the American Bar Association Section of Taxation, the USA Branch of the International Fiscal Association and the International Bar Association.
On June 4, Dina Kapur Sanna was a co-presenter on "Structuring Foreign Investments in U.S. Real Estate After the Tax Cuts and Jobs Act" at the Private Client Transcontinental Trusts: International Forum 2018 in Hamilton Princess, Bermuda.
On May 21, Carl Merino presented on "Investment in U.S. Real Estate by Nonresident Aliens (NRAs)" at International Estate & Tax Planning 2018, a program sponsored by the Practising Law Institute and held in New York, NY.
Day Pitney Press Release
Day Pitney Press Release
Day Pitney Press Release
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 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.
