Join us for Leveraging Situs and Modern Trust Laws for Non-U.S. Families on November 4th at BDO.
This panel will examine how advisors use U.S. trust situs and modern trust laws for flexible, multi-generational wealth planning for non-U.S. families. Discussion will be directed generally to the laws of boutique trust jurisdictions and how they unlock planning opportunities for families globally, rather than on comparing the differences between the separate boutique jurisdictions (i.e., AK, DE, NH, NV, SD, WY). Topics include key structures such as dynasty trusts, directed trusts, and private family trust companies, along with how they support family governance, asset protection, and tax efficiency as well as strategies for promoting fiscal responsibility and charitable giving within the family. Practical insights from panelists on how they incorporate such would be encouraged, for example, what are drafting tips and practical considerations for beneficiary quiet provisions or what powers do you typically provide trust protectors, etc.
SPEAKERS
Stephanie Heilborn, Partner, Proskauer
Shaina Kamen, Partner, Holland & Knight
Alistair "Sandy" Christopher, Partner, Charles Russell Speechlys
MODERATOR
Mario Signori, General Counsel & Managing Director, JTC
If you would like information on Financial Aid, please click STEP NY Financial Aid Policy.
For attorneys seeking CLE credit, note that this event is appropriate for both newly-admitted and experienced attorneys.
Special Instructions for Registration
After you click the Register Now button to the right, you will be directed to the registration page. Once there, please do not attempt to log in. The log in option is only for STEP NY internal purposes. Thank you!
STEP New York
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