International

Laura Zwicker and Stefanie Lipson, Co-Chairs of Greenberg Glusker's Private Client Services Group, will present the webinar "Choose Your Own Adventure: Cross-Border Transfer Tax and Trust Planning" for the California Lawyers Association Taxation Section's Women in Tax Committee on August 19, 2025, from 12:00 - 1:00 p.m.

This presentation is an interactive choose your own adventure style fact pattern using a storyline that develops throughout the presentation which explores a variety of cross border inbound and outbound planning issues. We 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. Among the issues that we will address are:

1. U.S. person living and working outside the U.S and purchasing real estate outside the U.S.
2. U.S. person in a relationship with a non U.S. person. 
3. Non U.S. person with foreign trusts becoming a U.S. person so the trust has U.S. beneficiaries. 
4. Non U.S. person who will remain non U.S. person acquiring U.S. real property. 
5. U.S. person looking to leave the U.S. after establishing property ownership and irrevocable trust structures. 

Laura’s practice focuses on advising multinational and domestic families across generations on the tax, trust, and philanthropic issues involved in global and domestic wealth transfer. Laura provides tailored advice on tax residency and pre-immigration and emigration structuring, counsels founders on liquidity event planning, and serves as outside counsel to family offices and fiduciaries on a variety of planning issues, including the implications of family members and beneficiaries becoming U.S. tax resident. Laura partners with leading legal, tax, and family office advisors across Europe, Asia, Australia, and New Zealand, to ensure integrated structuring that best achieves clients’ objectives across jurisdictions. Laura has received many accolades, including being ranked in Band 1 in Chambers and Partners Global High Net Worth Guide (2016-2024) for Private Wealth Law.

Stefanie provides comprehensive tax counsel to domestic and international families and family offices, real estate and tech entrepreneurs, high-profile entertainment industry figures, private investors, and closely held business owners in all aspects of their family’s personal wealth and succession planning. Stefanie advises her clients in proactive wealth transfer, income, and property tax planning strategies, pre-liquidity transaction planning, and pre- and post-death administration, with focused expertise in generation-skipping transfer tax, planning with S corporations, California real property tax, privacy structures, and cross-border trust planning and residency issues. She is a frequent author and speaker on domestic and cross-border wealth transfer planning topics and has been recognized in Chambers' High Net Worth Guide in the area of Private Wealth Law and in The Best Lawyers in America.