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Estate Planning for International Clients with Cross Border Families and Assets

$45

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

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Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
April 19, 2023
Accredited In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

The presentation will address questions that all planners, including, and perhaps especially, those who think of themselves as domestic planners, need to ask their clients as well as some of the gift tax, estate tax, and trust income tax issues we see most frequently with clients who have cross border families or assets.

Meet the Speakers
10
Stefanie Lipson

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Partner Greenberg Glusker Fields Claman & Machtinger LLP

Stefanie J. Lipson’s practice focuses on providing families with counsel in all aspects of their personal legacy planning, including operation and succession planning for family owned businesses, tax efficient long term wealth transfer solutions, and funding and ongoing administration of family foundations.  

Stefanie specializes in providing tax counsel for multi-generational family owned businesses, real estate entrepreneurs and high profile entertainment industry figures. Her close relationships with her clients and her understanding of their businesses and wealth structure allow her to employ a holistic approach to addressing a client’s long term planning needs. Working together with the family’s team of advisors, including family office general counsel, outside business managers, accountants and wealth management advisors, and using her specialized tax background, Stefanie provides counsel to the senior generation by crafting responsible and tax efficient strategies to meet the family’s wealth transfer and charitable goals while addressing family governance and business management concerns that arise in the wealth transition process.

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9
Laura A. Zwicker

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Chair, Private Client Services Group Greenberg Glusker Fields Claman & Machtinger LLP

Laura Zwicker chairs Greenberg Glusker’s Private Client Services Group, advising individuals and families on international and domestic tax and estate planning issues and business succession planning. 

Laura’s practice focuses primarily on counseling ultra-high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.

... Read more

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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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