Events
Speaking Engagement
Foreign Gifts and Foreign Trusts: Proposed Regulations
October 2, 202412:00 PM – 1:30 PM PT
Armanino LLP
Thomas M. Giordano-Lascari
Industry Conference
A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration
July 12, 20249:35 AM – 10:25 AM PT
Estancia La Jolla Hotel & Spa
Laura A. Zwicker
Industry Conference
The 16th Annual STEP International Tax and Estate Planning Forum
June 13, 2024
Surf & Sand Resort, Laguna Beach, CA
Laura A. Zwicker, Thomas M. Giordano-Lascari, and Stefanie J. Lipson
Speaking Engagement
A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration
March 22, 202410:15 AM – 11:15 AM PT
Live Video Webcast
Laura A. Zwicker
Industry Conference
Is It Possible to Bulletproof Your Trust/Foundation Structure?
March 5, 202411:00 AM – 12:15 PM
London, England
Laura A. Zwicker
Industry Conference
International Bar Association | 29th Annual International Private Client Tax Conference
March 4, 2024
Raffles London
Laura A. Zwicker, Thomas M. Giordano-Lascari, and Stefanie J. Lipson
Speaking Engagement
Expatriating from the United States: Tax and Estate Planning Considerations
February 28, 20244:20 PM – 5:20 PM ET
Private Client Forum Americas | Playa del Carmen, Mexico
Laura A. Zwicker
Industry Conference
International Tax Hot Topics
January 22, 20246:00 PM – 7:30 PM PT
Sheraton Grand Los Angeles
Thomas M. Giordano-Lascari
Industry Conference
Planning for Foreign Investment in U.S. Real Estate | NYU 82nd Institute on Federal Taxation
November 13, 202310:30 AM – 11:30 AM PT
Claremont Club & Spa, A Fairmont Hotel, Berkeley, CA
Thomas M. Giordano-Lascari
Industry Conference
Asia and U.S. Cross Border Wealth Transfer Planning
November 8, 202310:45 AM – 11:45 AM
Honolulu, Hawaii
Laura A. Zwicker
Industry Conference
Investment Approaches for Different Types of Trusts, with Fiduciary and Administrative Considerations
November 7, 20231:30 PM – 2:20 PM
Honolulu, Hawaii
Laura A. Zwicker
Industry Conference
Rich and Losing It: Capacity Issues in the High Net Worth Planning
October 31, 20232:30 PM – 3:45 PM
IBA Annual Conference, Paris, France
Laura A. Zwicker
Industry Conference
Outbound Planning and Choice of Entity Considerations for Individuals | NYU Tax Institute - Advanced International Taxation
July 20, 202311:45 AM – 1:00 PM ET
The Westin New York At Times Square, New York, NY
Thomas M. Giordano-Lascari
Industry Conference
Planning For Foreign Individual Investing In Or Moving To The US | NYU Tax Institute - Introduction to International Taxation
July 19, 20231:15 PM – 2:45 PM ET
The Westin New York At Times Square, New York, NY
Thomas M. Giordano-Lascari
Education
International Income Taxation of Trusts
May 5, 20239:00 AM – 10:00 AM PT
Surf & Sand Resort
Laura A. Zwicker
Education
International Perspective on Privacy Protections for UHNWIs
May 4, 20232:00 PM – 3:00 PM PT
Surf & Sand Resort
Laura A. Zwicker
Education
Will My Estate Plan Travel Abroad?
May 4, 202311:15 AM – 12:30 PM PT
Surf & Sand Resort
Laura A. Zwicker
Education
STEP International Trust and Estate Planning Forum
May 4, 2023
Surf & Sand Resort
Laura A. Zwicker and Stefanie J. Lipson
Education
Working with International Clients: You Don’t Always Get to Choose Your Own Adventure | Beverly Hills Bar Association
April 18, 202312:30 PM – 1:30 PM PT
Webinar
Laura A. Zwicker and Stefanie J. Lipson
Partnership
Japanese American Bar Association (JABA) 45th Annual Installation & Awards Gala
July 15, 20226:00 PM – 10:00 PM PT
The Westin Bonaventure Hotel & Suites, Los Angeles
Ryan Iwasaka
Education
Benefits, Pitfalls and Other Considerations in Using Trusts in International Planning - STEP International Tax and Estate Planning Forum
May 6, 20229:00 AM – 10:00 AM PT
Surf & Sand Resort Laguna Beach
Laura A. Zwicker
Education
Global Families in Flux - STEP International Tax and Estate Planning Forum
May 5, 202211:30 AM – 12:30 PM PT
Surf & Sand Resort Laguna Beach
Laura A. Zwicker
Education
Don't Let the Door Hit You on the Way Out: Planned and Accidental Departures from the US Tax System | STEP New York
November 3, 202112:00 PM – 2:00 PM ET
Laura A. Zwicker
Education
Migratory Trusts and Migratory Clients | STEP OC Institute on Tax, Estate Planning, and the World Economy
February 8, 2021
Virtual
Laura A. Zwicker
Education
Adding Some Spice: How International Ties Flavor Estate and Gift Tax Planning
January 29, 202110:00 AM – 11:00 AM PT
Virtual
Laura A. Zwicker and Stefanie J. Lipson
International Internet Regulation
October 28, 20192:30 PM – 4:00 PM PT
Phoenix Convention Center
The Water’s Edge is Dangerous: Planning Effectively for Foreign Clients with Domestic Ties
August 28, 201912:00 PM – 1:30 PM PT
Los Angeles, CA
Laura A. Zwicker
Global Strategies: Advising Clients with Ever Growing International Ties
2016
Schuyler (Sky) M. Moore
Global Strategies: Advising Clients with Ever Growing International Ties
May 18, 2016
Motion Picture Television Fund Professional Advisory Network
Laura A. Zwicker