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

Lose the Fear of the Foreign – Practical Planning Strategies

On January 16, Dina Kapur Sanna will be speaking on a panel, "Lose the Fear of the Foreign – Practical Planning Strategies," at the 53rd Annual Heckerling Institute.

January 16, 2019

Heckerling Institute on Estate Planning, University of Miami School of Law, Orlando, FL

A Guide to International Estate Planning for U.S. Citizens, Residents, Trusts and Assets

Warren Whitaker and Edda Santiago presented a webinar, entitled "A Guide to International Estate Planning for U.S. Citizens, Residents, Trusts and Assets," produced by Lawline.

December 13, 2018

Lawline

International Estate Planning

Warren Whitaker and Edda Santiago spoke at a joint meeting of the New York Center for Financial Studies and the New York City Chapter of the Society of Financial Services Professionals on the topic of "International Estate Planning."

November 29, 2018

New York Center for Financial Studies and the New York City Chapter of the Society of Financial Services, New York, NY

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

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.