Overview
Dina Kapur Sanna has close to 30 years of experience in advising U.S. and non-U.S. taxpayers on wealth management structures which accommodate multi-jurisdictional tax and legal considerations. Her practice involves foreign trusts, pre-immigration and expatriation planning, planning for the purchase of U.S. property by non-U.S. persons and compliance with tax and reporting obligations for those with overseas interests in foreign accounts, corporations and trusts.
Dina is recognized as a practitioner in international estate planning by Chambers HNW* (Chambers & Partners), Chambers Global*, Private Client Global Elite (ALM Media Properties, LLC), and The International Who's Who of Private Client Lawyers. In the 2023 edition of Chambers HNW* (Chambers & Partners), it notes that she is "technically very strong. She really knows her international stuff." Chambers HNW quoted another source who noted her strength in cross-border work. Dina is a frequent speaker at estate planning seminars around the world. She has written numerous articles that appear in legal periodicals in the U.S. and abroad.
Dina is a fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of its International Estate Planning Committee. In addition, she is an Academician of The International Academy of Estate and Trust Law. She also was a former member of the Firm's Executive Board.
* No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.
Education and Credentials
Education
- New York University School of Law, LL.M., in Taxation
- The George Washington University Law School, J.D., with Honors, Order of the Coif
- Lehigh University, B.A., magna cum laude, Omicron Delta Epsilon, the International Economic Honorary Society
Admissions
- State of New York
Affiliations
- American Bar Association, Section of Real Property, Trust and Estate Law, Income and Transfer Tax Planning Group, International Tax Planning Committee
- American College of Trust and Estate Counsel (ACTEC), Fellow; International Estate Planning Committee
- International Academy of Estate and Trust Law, Academician
- New York State Bar Association, Trusts & Estates Law Section, International Estate Planning Committee
- Society of Trust and Estate Practitioners (STEP)
Recognition and Community
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Named to Law.com’s 2025 Private Client Global Elite Directory, in the Excellence category, 2025
Chosen for inclusion in Chambers HNW Guide (Chambers & Partners) of recognized practitioners for Private Wealth Nationwide, 2017-2024; USA Eastern Region, 2016, 2020-2023; New York, 2016-2024
Named a Who's Who Legal as a WWL: Thought Leaders Global Elite 2024 and for Thought Leaders USA, 2024
Selected to the list of Private Client Global Elite by Legal Week (ALM Media Properties, LLC), 2017-2024
Chosen for inclusion in Who's Who Legal (Law Business Research Ltd), Private Clients, 2018
Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates, 2007-2025
Chosen for inclusion in the Chambers Global (Chambers & Partners) for Global-wide International Private Client, 2015-2016, 2020
Chosen for inclusion in the Chambers USA Legal Directory (Chambers & Partners) of recognized practitioners for wealth management in Connecticut, 2011-2016
Chosen for inclusion in The International Who's Who of Private Client Lawyers (Law Business Research Ltd), 2013-2015
Selected to the list of New York Super Lawyers (Thomson Reuters), Estate Planning & Probate 2009-2012
News & Insights
Thought Leadership
- U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline , September 18, 2024
- Are You Required to Participate in Bureau of Economic Analysis' Benchmark Survey? , May 1, 2023
- Pre-Residency Planning for Your Client's Trust , October 22, 2021
- IRS Provides Limited Relief to Cross-Border Taxpayers Stranded by COVID-19 , April 28, 2020
- IRS Significantly Extends Filing, Payment and Other Deadlines Due to COVID-19 , April 10, 2020
News
- Dina Kapur Sanna Honored in Law.com's 2025 Private Client Global Elite Directory, January 28, 2025
- Dina Kapur Sanna Named a Who's Who Legal: Thought Leaders Global Elite 2024 and Thought Leaders USA 2024 for Private Client, September 10, 2024
- Chambers High Net Worth Recognizes 18 Day Pitney Attorneys for Private Wealth Law, July 18, 2024
- Day Pitney Secures Solutions for International Americans Award at the Family Wealth Report Awards 2024, May 6, 2024
- Dina Kapur Sanna Named a Who's Who Legal: Thought Leaders Global Elite 2023, December 6, 2023
In The Media
Publications
- U.S. Federal Estate, Gifts and GST Taxation of Nonresident Aliens, The Chamber's International Tax Journal, December 3, 2020
- Warren Whitaker and Dina Kapur Sanna Co-author Chapter of ABA Guide to International Estate Planning, December 10, 2013
Media Mentions
- Successfully Serving Families of Wealth for Generations, Acclaim Magazine, May 2024
- Sanna and Whitaker Named to Legal Week's Private Client Global Elite for 2021, Legal Week, February 5, 2021
- Conn. Law Firms Appoint Leaders, Announce New Hirings, The Connecticut Law Tribune, April 14, 2016
Speaking Engagements
- International Private Client Department Cochairing and Speaking at 20th Annual International Estate Planning Institute, March 21, 2025
- Dina Kapur Sanna Serving as Panelist at IBA Private Client Tax Conference, March 4, 2025
- What are the implications of the UK non-dom regime changes for US persons?, Transatlantic Wealth & Estate Planning: New York 2024, November 20, 2024
- "Tax and Non-Tax Considerations when Domesticating an Offshore Trust", STEP Wyoming, September 21, 2024
- "Estate planning and administration for the Cross-Border client with ties to the United States and Israel", STEP NY, June 25, 2024
- "Musical Chairs & the Family Cottage: What Happens When the Music Stops & There's Not Enough Room at the Inn?", The American College of Trust and Estate Counsel (ACTEC), June 24, 2024
- New York Partner, Dina Kapur Sanna Co-Chair of International Trusts & Estates Webinar Using Trusts and Alternative Vehicles for Inbound Investments, April 4, 2024
- Using Foreign Partnerships to Hold U.S. Situs Assets, Interplay with 663(b) and FAI Planning, 19th Annual International Estate Planning Institute, March 14, 2024
- "The Nitty-Gritty of Foreign Trust Taxation – Diving Into the Complex U.S. Tax Rules Associated With Foreign Trusts", Heckerling Institute on Estate Planning, January 11, 2024
- "Transatlantic Wealth & Estate Planning Conference," Informa Connect, September 13, 2023
- "18th Annual International Estate Planning Institute," New York State Bar Association and STEP NY, March 30, 2023
- "Managing a Global Family: Cross Border Considerations and Other Key Trends," Family Office Leadership Program, Citi Private Bank, June 7, 2022
- "17th International Estate Planning Institute," International Section, Trusts & Estates Law Section, New York State Bar Association and STEP-NY, April 1, 2022
- "Tricks and Tips on Navigating the Choppy Waters of International Estate/Succession Administration" The American College of Trust and Estate Counsel, March 12, 2022
- "From Take Off to Touch Down – A Comprehensive Look at Inbound Investments into U.S. Markets," Heckerling Institute on Estate Planning, January 12, 2023
- "Planning Tips and Pitfalls for International Estate Planners," Florida Fellow Institute, American College of Trust and Estate Counsel, September 23, 2021
- Private Client TransTrusts Bermuda: Impact of Regulation, Economic Substance, Beneficial Owner Registrations, FATCA, CRS Across Jurisdictions, June 4, 2021
- "Little-Known Wrinkles in Foreign Trusts – Skills to Avoid Pitfalls in Practice," 16th Annual International Estate Planning Institute: Part 2, March 18, 2021
- Dina Kapur Sanna Co-Chairs 16th Annual International Estate Planning Institute: Part 2, March 18, 2021
- Inbound Planning: Trust and Estate Planning 2020, December 10, 2020
- Planning Tips and Pitfalls for International Estate Planners, December 8, 2020
- Where Should I Locate My Structures?, September 3, 2020
- Nonresident Investment in U.S. Real Estate: Tax Traps to Avoid, March 20, 2020
- International Trust and Estate Planning 2019, November 14, 2019
- Cambridge International Wealth Advisors Forum 2.0, May 17, 2019
- International Estate & Tax Planning 2019, May 6, 2019
- Nuts and Bolts of Domesticating Foreign Trust Structures, March 14, 2019
- 15th Annual International Estate Planning Institute, March 14-15, 2019
- Lose the Fear of the Foreign – Practical Planning Strategies, January 16, 2019
- International Trust and Estate Planning 2018, November 2, 2018
- 8th Annual BTG Pactual Wealth Management Future Leaders Program, October 11, 2018
- New Ethical Standards in Tax Planning: What is Acceptable Going Forward?, September 6, 2018
- Suitable Investment Structures for International Clients, October 17, 2018
- Structuring Foreign Investments in U.S. Real Estate After the Tax Cuts and Jobs Act, June 4, 2018
- 14th Annual International Estate Planning Institute, March 22-23, 2018
- Foreign Trusts Redux: Latent Opportunities and Patent Pitfalls, 14th Annual International Estate Planning Institute, March 22, 2018
- 2017 Delaware Trust Conference, October 24, 2017
- Recent Developments in International Estate Planning: The U.S. Begins to Embrace Transparency, October 18, 2017
- "International Recent Developments," Heckerling Institute on Estate Planning, September 21, 2017
- Dina Kapur Sanna and Carl A. Merino Speak at International Wealth Advisors Forum, June 15, 2017
- Living in a Glass World: A Global Transparency Outline for Wealth Advisors, May 25, 2017
- Complex Issues in Foreign Trusts, 13th Annual International Estate Planning Institute, March 23, 2017
- 13th Annual International Estate Planning Institute, March 23, 2017
- American Law Institute CLE International Trusts and Estate Planning 2016, October 27, 2016
- Inbound Planning with Foreign Trusts (Including Planning for Underlying Foreign Companies), ALI-CLE International Trust and Estate Planning, San Francisco, California, October 20, 2014
- Current Tax Topics: Foreign Trusts: Dealing with UNI, Grantor v Non-Grantor GST, New York State Bar Association's 9th Annual International Estate Planning Institute, March 15, 2013
- Foreign Account Tax Compliance Act (FACTA), Primer for U.S. Individual Taxpayers with Foreign Assets and Foreign Financial Institutions, West LegalEdcenter, June 12, 2012
- Tax Residency - Who is a Tax Resident in Your Jurisdiction, International Wealth Advisors Future Leaders Forum, June 3, 2015
- Cross-Border Investment in Financial Assets: Structuring and Compliance Considerations, American Bar Association's Estate Planning and Real Property Spring Symposia CLE Meeting, April 30, 2015
- Foreign Investment in U.S. Real Property, 11th Annual International Estate Planning Institute, March 12, 2015
- Foreign Trusts: How to Deal with UNI, 11th Annual International Estate Planning Institute , March 12, 2015
- The Future of Private Wealth Planning - More Than Just Compliance, International Bar Association, London, England, March 3, 2015
- Moderator, "Transparency & Disclosure" and "Matrimonial & Succession Regimes: Advising the Multinational Couple on their Estate Plan," International Wealth Advisors: the Future Leaders Forum, Surrey, United Kingdom, June 4-6, 2014, June 4, 2014
- PFIC Considerations For Foreign Investors with U.S. Beneficiaries , STEP Boston, October 3, 2013
- Changing Attitudes to Disclosure, International Wealth Advisors: The Future Leaders Forum, Frankfurt, Germany, June 5, 2013
- Perceptions of Assertive Women, Tri-State Diversity Council Symposium, Women Leaders as Architects of Change, March 7, 2013
- Delaware Trust Conference, Delaware Bankers Association, October 2, 2012
- When a Marriage Goes Global , ABA Section of Real Property, Trust & Estate Law, May 4, 2012
- Planning Considerations for the NRA and the US Expat, ABA Real Property Trust & Estate Law CLE Seminar, April 3, 2012
- U.S. Tax Planning for Non-U.S. Persons with U.S. Income and Assets, September, 2011
- United States/India Cross Border Planning, 4th Annual STEP Pacific Rim Conference in Santa Monica, CA, May 12, 2011
- Advanced Planning for United States Beneficiaries of Foreign Trusts , 4th Annual STEP Pacific Rim Conference in Santa Monica, CA, May 12, 2011
- Swiss Trustees and Protectors: Global Strategies from Offshore to Onshore, STEP Suisse Romande Annual Conference, May 10, 2010
- Spotting Issues When People Move Across Borders, ABA Section of International Law 2010 Spring Meeting: Fundamentals of International Practice, April 13, 2010
- Sixth Annual International Estate Planning Institute, New York State Bar Association, March 18, 2010