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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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