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US/UK Tax and Estate Planning 2019 Agenda
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US/UK Tax and Estate Planning 2019 Agenda
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09:00 - 09:3030 mins
Registration
09:30 - 09:4010 mins
Chairman’s Opening Remarks
- Iain Younger - Director, Frank Hirth
09:40 - 10:2040 mins
“Foreign” Trusts – A US & UK perspective on offshore considerations
- Patrick Harney - Head of Private Client, Forsters
- Michael Betley - Chairman, Trust Corporation International
- Jay Rosenbaum - Head of International Private Clients, Nixon Peabody
10:20 - 11:0040 mins
Family Business – Planning for an exit and the after effects
- Chris McLemore - Partner, Butler Snow
- Frederick Bjorn - Partner, Payne Hicks Beach
- Scott Barber - Partner, Buzzacotts
11:00 - 11:4040 mins
Current trends (and outlook) in wealth advisory- What is affecting the US/UK connected person
- Nick Blogg - Investment Manager, LGT Vestra
- Sarah Courtney Dockett - Private Banker, Citi
11:40 - 12:1030 mins
Refreshment Break
12:10 - 12:5040 mins
The international sportsperson & entertainer – Tax & Immigration
- Matthew Pannell - Associate Director, Frank Hirth
- Nita Upadaye - Principal, NNU Immigration
12:50 - 13:3545 mins
Advising the PE executive - Tax, Wealth Management & Succession
- Michael Lewis, Frank Hirth
- Robert Paul - Partner and Co-Head of the US Family Office, London & Capital
- Richard Ward - Co-Managing Partner, Debevoise & Plimpton LLP
13:35 - 14:3560 mins
Lunch
14:35 - 15:1540 mins
Tax Enforcement – US & UK Update: what is around the corner?
- Jonathan Burt - Partner, Harbottle & Lewis
- Dianne Mehany - Partner, Caplin & Drysdale
15:15 - 15:5540 mins
Succession planning tools: Do trusts still offer opportunity?
- Sangna Chauhan - Partner, Charles Russell Speechlys
- Sarah Farrow - Director, Frank Hirth
- Grayson Dufrene - Managing Director, Vie International
15:55 - 16:2530 mins
Refreshment Break
16:25 - 17:0540 mins
The milestones of a marriage (through the good and the bad) – US/UK Couple
- Sam Longworth - Partner, Stewarts
- David Foster - Private Client Associate Director, Frank Hirth
17:05 - 17:1510 mins
Chairman’s Summation
- Iain Younger - Director, Frank Hirth
17:15 - 18:4590 mins
Drinks Reception
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