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Transatlantic Wealth and Estate Planning: New York 2022
13th September 2022
New York Marriott MarquisNew York City
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Transatlantic Wealth & Estate Planning, New York - EST/EDT (Eastern Daylight, GMT-4)

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Transatlantic Wealth & Estate Planning, New York - EST/EDT (Eastern Daylight, GMT-4)

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09:00 - 09:3030 mins
Registration
    09:30 - 09:4010 mins
    Chairpersons 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
    • Jay Rosenbaum, Nixon Peabody
    • Marco Cerrato - Partner, Maisto E Associati
    • Sangna Chauhan - Partner, Charles Russell Speechlys
    • Michael Khayat - Partner, Arkwood
    11:00 - 11:2020 mins
    Morning Coffee Break
      11:20 - 12:1555 mins
      Planning in an Emergency
      • Chad Ellsworth - Partner, Fragomen Del Rey, Bernsen & Loewy, LLP
      • Nadine Goldfoot - Partner, Fragomen LLP
      • Nicolas Caron - Head Business Development and Managing Director, Vontobel Swiss Wealth Advisors AG
      12:15 - 13:0045 mins
      When a trust won’t do – alternatives to trusts when planning for European jurisdictions
      • Jeannette Yazedjian - Counsel, Karlin & Peebles
      13:00 - 14:0060 mins
      Lunch
        14:00 - 14:4545 mins
        Philanthropy – dual tax-effective charitable gifts of non-cash assets
        • Joe Crome - Senior Manager, CAF American Donor Fund
        14:45 - 15:3550 mins
        Trustees in a Sanctioned World
        • Joseph Field - Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP
        • Bruce Zagaris - Partner, Berliner, Corcoran & Rowe
        • Lawrence Lipoff - Director, CohnReznick LLP
        15:35 - 15:5520 mins
        Afternoon Break
          15:55 - 16:4045 mins
          International Disclosure Update and Reputation Protection
            16:40 - 16:455 mins
            Chairpersons Review and Close of Conference
              16:45 - 18:1590 mins
              Drinks Reception
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