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Transatlantic Wealth and Estate Planning, Los Angeles 2022
15th September 2022
Kimpton Hotel Palomar Los Angeles Beverly HillsLos Angeles
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Transatlantic Wealth & Estate Planning - PST/PDT (Pacific Daylight, GMT-7)

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Transatlantic Wealth & Estate Planning - PST/PDT (Pacific Daylight, GMT-7)

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09:00 - 09:3030 mins
Registration
    09:30 - 09:4010 mins
    Welcome Address
    • Mark Summers - Partner, Charles Russell Speechlys
    • Jacqueline Hess - Chief Executive Officer, Vontobel Swiss Wealth Advisors AG (VSWA)
    09:40 - 11:0080 mins
    Challenging wealth and estate planning issues in dealing with the United States and US persons
    • Marco Cerrato - Partner, Maisto E Associati
    • Michael Khayat - Partner, Arkwood
    • Sangna Chauhan - Partner, Charles Russell Speechlys
    • Laura Zwicker - Partner, Greenberg Glusker
    11:00 - 12:0060 mins
    Planning in an Emergency
    • Chad Ellsworth - Partner, Fragomen Del Rey, Bernsen & Loewy, LLP
    • Nadine Goldfoot - Partner, Fragomen LLP
    12:00 - 12:2020 mins
    Morning Coffee Break
      12:20 - 12:5030 mins
      When a trust won’t do – alternatives to trusts when planning for European jurisdictions
      • Jeannette Yazedjian - Counsel, Karlin & Peebles
      12:50 - 13:2030 mins
      Philanthropy – dual tax-effective charitable gifts of non-cash assets
      • Joe Crome - Senior Manager, CAF American Donor Fund
      13:20 - 14:2060 mins
      Lunch
        14:20 - 15:1050 mins
        Trustees in a Sanctioned World
        • Joseph Field - Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP
        15:10 - 15:5545 mins
        Register of Overseas Entities
          15:55 - 16:1520 mins
          Afternoon Break
            16:15 - 17:0045 mins
            International Disclosure Update and Reputation Protection
              17:00 - 17:055 mins
              Chair’s Review
                17:05 - 18:0560 mins
                Networking Drinks Reception
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