USTAXFS and the Private Client Dining Club (PCD) present the second of three US-focused webinars. 2 -中的第二个part discussion on Trust Structuring for US & 外国定居者，将重点 US Beneficiaries; Death of Settlor 并将被抓住 英国时间10月15日下午3点. Our speakers will recap the story of “Fred” and “Wilma” and discuss what happens next in their story.

Joining the October panel will be the same speakers from September:

乔纳森·E. Gopman -那不勒斯Akerman LLP合伙人. Jonathan is Chair of the Asset Protection Committee of RPTE Section of the ABA and a Fellow of the American Bar Foundation and the American College of Tax Counsel. 他是STEP的成员. 他是AV级的, has been selected multiple times for inclusion in The Best Lawyers in America®, 成为佛罗里达州的超级律师, included in Florida Trend’s Legal Elite was recognized in Worth Magazine as one of the top 100 estate planning attorneys in the US. He was the co-author of the former revised BNA Tax Management Portfolio on Estate Tax Payments and Liabilities and has authored and co-authored numerous articles on asset protection and estate planning and chapters in books on asset protection and frequently lectures on these topics throughout the world. He is also a co-author and co-editor of “The Tools &Techniques of Trust Planning 1st Edition” in 2016 with Stephen R. Leimberg.

Jonathan has been interviewed for and quoted in a number of publications such as the New York Times, 彭博。, 《澳门官方老葡京》, 财富经理和精英旅行者. 他被解雇了。.D. from Florida State University College of Law (with High Honors) and his LL.M. (in 遗产规划) from the University of Miami School of Law. He also serves on the boards of several companies.

Sarjul帕特尔 -美国副主任 & 英国个人税，信托，美国税 & 伦敦澳门新葡新京官方有限公司. Sarjul has over a decade of experience in US and UK taxation. He started his career in tax at Frank Hirth plc, when he joined the Graduate Programme. Sarjul spent nine years at Frank Hirth, progressing to Tax Manager in the final two years. He has developed a breadth of experience in US tax matters concerning individuals, 法团及信托. Sarjul also has extensive experience in the UK taxation of individuals, with a focus on navigating them through what can be a complex tax system.

Sarjul’s specialty is in dealing with US and UK taxation of High Net Worth 个人, particularly those with interests in non-US trust structures. Sarjul拥有经济学学士学位, is a member of the Association of Taxation Technicians (ATT), 并且是注册代理人(EA).

托马斯Nabholz – Partner and Head of Tax Practice, Meyerlustenberger Lachenal, 苏黎世 (瑞士). 托马斯Nabholz is a certified Swiss tax expert and leads Meyerlustenberger Lachenal’s tax practice. He joined the firm as a partner in October 2019 with 14 years’ worth of experience in corporate tax consulting at a Big Four firm where he co-headed the Swiss 澳门新葡新京官方 International Tax and Transaction Tax 服务 practice. 除了, 托马斯Nabholz worked 6 years with a small accounting firm where he advised private and corporate clients in tax matters, including medium and long-term assignments to the tax departments of Swiss Re, 瑞银(UBS), 和施华洛世奇. He has led the tax workstreams of many multi-disciplinary international engagements in the areas of private wealth structuring, 搬迁, 公司重组, 和M&A. He is fluent in 德国, 英语, and 法国.

亚当•赫伯特 -合伙人-税务 & 信托，威尔逊律师事务所，伦敦. 亚当是我们税务部门的负责人 & 信托基金 team and he advises predominantly private individuals and their trustees on all areas of UK and international wills, 信托基金, 个人税务规划. He has a particular interest in advising international families, advising those looking to move to or invest in the UK, together with those requiring advice on their family governance and succession planning worldwide. In doing so, Adam works closely with other professional advisers around the globe.

现在就注册10月份的网络研讨会. 登录信息将发送给您.

PLEASE NOTE: Bookings on the day of the webinar will be closed via the website link above, so registrations will need to be managed by contacting tickets@pcd.俱乐部.