Working with International Clients: You Don’t Always Get to Choose Your Own Adventure | Beverly Hills Bar Association

Private Client Services Chair, Laura Zwicker, and Partner, Stefanie Lipson, will present “Working with International Clients: You Don’t Always Get to Choose Your Own Adventure” for the Beverly Hills Bar Association on April 18, 2023.

The presentation will address questions that all planners, including, and perhaps especially, those who think of themselves as domestic planners, need to ask their clients, as well as some of the gift tax, estate tax, and trust income tax issues we see most frequently with clients who have cross border families or assets.