Migratory Trusts and Migratory Clients | STEP OC Institute on Tax, Estate Planning, and the World Economy

February 8, 2021

Greenberg Glusker Private Client Services Chair, Laura Zwicker, will present, "Migratory Trusts and Migratory Clients," at the STEP Orange County 10th Annual Institute on Tax, Estate Planning, and the World Economy on Monday February 8, the first day of the two-day virtual conference.

In her presentation, Laura will discuss some of the tax and non-tax opportunities and challenges associated with intentional and unintentional changes to a trust’s governing law and/or place of administration.

Laura's law practice focuses primarily on counseling high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.