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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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