Cases
Experience: Speaking Engagements: Speaker, 60thAnnual Heckerling Institute on Estate Planning, 01.12.26
Speaker, What Even You Need to Know About Foreign Trusts, Assets
Beneficiaries, ACTEC 2025 Summer Meeting, 06.18.25
Speaker, Introduction to Cross Border Estate Planning, USC Gould School of Law 2025 Tax Institute, 01.27.25
Speaker, 2024 Annual Meeting of the California Tax Bar
California Tax Policy Conference, 11.06.24
Speaker, Top 10 Things Domestic Partners Need to Know About International Estate Planning, Cross-Border Estate Planning, 10.15.24
Presenter, When a Grantor Trust Isn't So Great: Planning for
with Non-Grantor Trusts
Partial Non-Grantor Trusts, ACTEC Summer Meeting 2024, 06.20.24
Presenter, Nuts
Bolts of International Estate Planning - Part 2, STEP Los Angeles Meeting, 04.23.24
Presenter, International Trusts
Estates: The Nuts
Bolts of Cross-Border Planning, STEP Los Angeles Meeting, 02.05.24
Co-Presenter, The Nitty-Gritty of Foreign Trust Taxation, 58th Annual Heckerling Institute on Estate Planning Conference, 01.11.24
Presenter, Foreign Trusts: What You Don't Know Can Hurt You, 58th Annual Heckerling Institute on Estate Planning Conference, 01.11.24
Presenter, Cross-Border Planning for Clients with Ties to the US
Israel, STEP Wyoming International Estate Planning Conference, 10.07.23
Presenter, Second Home: Castle or Hassle?, 19th Annual Jerry A. Kasner Estate Planning Symposium Event, 10.05.23
Co-Presenter, The Nuts
Bolts of Cross-Border Planning, ALI CLE International Trust
Estate Planning 2023 Webcast, 06.29.23
Panelist, Happily Ever After (Or Not), The International Academy of Estate
Trust Law Annual Conference, 05.22.23
Presenter, Inbound Planning, ABA Tax Midyear Conference: Estate
Gift/Fiduciary Income Tax Panels, 02.11.23
Presenter, Planning for U.S. Persons with Foreign Assets
/or Foreign Beneficiaries, The Regents of the University of California Continuing Education of the Bar, 10.19.22
Presenter, Planning for Non-U.S. Citizen Spouses, 51st Annual Estate Planning Seminar Estate Planning Council of Portl
, Inc., 02.04.22
Co-Presenter, Pre-Immigration Planning - Client Counseling Considerations, New York State Bar Association's 16th Annual International Estate Planning Institute Webinar, 10.08.20
Presenter, Tax
Estate Planning for U.S. Persons with Foreign Assets, STEP USA Webinar, 06.17.20
Co-Presenter, Thinking of Naming a Foreign Person as Fiduciary? Think Twice. Beneficiaries Living Abroad? Check Thrice, ACTEC 2020 Annual Meeting, 03.06.20
Panelist, Compliance Obligations
Planning Issues for U.S. Clients with Foreign Income
Investments, ALI CLE International Trust
Estate Planning 2019, 11.14.19
Panelist, Developments in Tax Transparency, Anti-Money Laundering Rules, Transparency of Beneficial Ownership,
Ethics, ALI CLE International Trust
Estate Planning 2019, 11.14.19
Panelist, Inbound Planning Issues for Nonresident Alien Individuals, Nonresident Investors
Outbound U.S. Citizens
Residents, ALI CLE International Trust
Estate Planning 2019, 11.14.19
Panelist, Planning
Ethics Issues for the International Estate Planner, ALI CLE International Trust
Estate Planning 2019, 11.14.19
Panelist, Planning for Investment into the United States, ALI CLE International Trust
Estate Planning 2019, 11.14.19
Panelist, Planning for the Business Owner: U.S. Clients Who Own Non-U.S. Business Interests, ALI CLE International Trust
Estate Planning 2019, 11.14.19
Panelist, Planning for U.S. Clients Who Are Beneficiaries of Foreign Trusts, ALI CLE International Trust
Estate Planning 2019, 11.14.19
Co-Presenter, International Estate
Gift Taxation, American Bar Association Real Property, Trust
Estate Law Section (ABA RPTE) Webinar, 09.17.19
Co-Presenter, U.S. Income Taxation of Foreign Trusts, California Lawyers Association, 02.26.19
Co-Presenter, Lose the Fear of the Foreign - Practical Planning Strategies, 53rd Annual Heckerling Institute on Estate Planning, 01.16.19
Presenter, Prepare for Global Wealth: Demystifying Planning for U.S. Persons with Foreign Assets, 53rd Annual Heckerling Institute on Estate Planning, 01.16.19
Publications: Proposal for Certain Foreign Entities to Be Treated as Trusts, Tax Notes, 10.21.24 Published Article
IRS Removes One of Four Options to Correct Foreign Reporting, Accounting Today, 11.09.20 Published Article
Estate Tax Planning for U.S. Citizens/Residents with International Assets (Part 2), ALI-CLE Estate Planning Course Materials Journal, 04.01.19 Published Article
Estate Tax Planning for U.S. Citizens/Residents with International Assets (Part 1), ALI-CLE Estate Planning Course Materials Journal, 02.02.19, Volume 25 Issue 1 Published Article
