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Transatlantic Wealth & Estate Planning: London
7 November 2024
Park Plaza WaterlooLondon, UK

Stanley Barg
Partner at Kozusko Harris Duncan
Speaker

Profile

Stan practices in the areas of tax law and estate planning with a particular emphasis on planning for international families. He advises clients throughout the world on matters pertaining to U.S. income, estate and gift taxation, the establishment and maintenance of international trusts, the structure for investments in the United States by non-U.S. persons, expatriation from the United States and other related matters.

Stan has been recognized by Citywealth as a member of its Leaders List in Private Wealth Management for North America and has an AV Preeminent Peer Review rating by Martindale-Hubbell.

Stan was a member of STEP’s Worldwide Council from 2015 through 2023, and he also previously served as the Chairman of STEP USA. (The Society of Trust and Estate Practitioners (“STEP”) is a worldwide professional association focused on family inheritance and succession planning.) In addition, Stan is a member of the American Bar Association’s Taxation and Real Property, Probate and Trust Law and International sections, the International Bar Association, and the International Tax Planning Association.

Stan is admitted to practice in New York, the District of Columbia and Pennsylvania and is also a member of the Israel Bar Association qualified to practice in Israel as a foreign lawyer. Stan is a frequent national and international speaker and author. He is a 1971 graduate of The George Washington University (Phi Beta Kappa), a 1974 graduate of The George Washington University’s National Law Center (with honors) and a 1975 graduate of New York University School of Law where he was awarded an L.L.M. (in Taxation).

Agenda Sessions

  • Tax treatment of transatlantic trusts in a new era

    14:50