International

Greenberg Glusker is pleased to sponsor the 62nd Annual Hawaii Tax Institute, where Private Client Services Co-Chairs, Stefanie Lipson and Laura Zwicker, will present, "Working with International Clients: You Don't Always Get to Choose Your Own Adventure" on Wednesday, November 5. 

Session Details:

This session will address questions that all wealth transfer advisors, including, and perhaps especially, those who think of themselves as domestic wealth transfer advisors, need to ask their clients as well as some of the gift tax, estate tax, and trust income tax issues for clients who have cross border families or assets.

Stefanie Lipson provides comprehensive counsel to domestic and international families, family offices, real estate and tech entrepreneurs, high-profile entertainers, private investors, and closely held business owners and founders in all aspects of their personal wealth, tax, estate, and succession planning. Stefanie is a frequent author and speaker on domestic and cross-border tax and wealth transfer planning topics, and is recognized in Chambers’ High Net Worth Guide in the area of Private Wealth Law and in The Best Lawyers in America.

Laura Zwicker's 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. Laura has received many accolades, including being ranked as Band 1 in Chambers and Partners Global High Net Worth Guild [chambers.com] (2016-2022) for Private Wealth Law.