Events Laura A. Zwicker

Upcoming Events

Rich and Losing It: Capacity Issues in the High Net Worth Planning

When: October 31, 2023 at 2:30pm – 3:45pm (CEST)This Month

Location: IBA Annual Conference

People: Laura A. Zwicker

Hawaii Tax Institute Annual Conference

When: November 6, 2023Next Month

Location: Honolulu, Hawaii

People: Laura A. Zwicker

Investment Approaches for Different Types of Trusts, with Fiduciary and Administrative Considerations

When: November 7, 2023 at 1:30pm – 2:20pm (HST)Next Month

Location: Hawaii Tax Institute

People: Laura A. Zwicker

Asia and U.S. Cross Border Wealth Transfer Planning

When: November 8, 2023 at 10:45am – 11:45am (HST)Next Month

Location: Hawaii Tax Institute

People: Laura A. Zwicker

Past Events

International Income Taxation of Trusts

When: May 5, 2023 at 9:00am – 10:00am (PDT)

Location: Surf & Sand Resort

People: Laura A. Zwicker

STEP International Trust and Estate Planning Forum

When: May 4, 2023

Location: Surf & Sand Resort

People: Laura A. Zwicker, Stefanie J. Lipson

Will My Estate Plan Travel Abroad?

When: May 4, 2023 at 11:15am – 12:30pm (PDT)

Location: Surf & Sand Resort

People: Laura A. Zwicker

International Perspective on Privacy Protections for UHNWIs

When: May 4, 2023 at 2:00pm – 3:00pm (PDT)

Location: Surf & Sand Resort

People: Laura A. Zwicker

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

When: April 18, 2023 at 12:30pm – 1:30pm (PDT)

Location: Webinar

People: Laura A. Zwicker, Stefanie J. Lipson

USC Gould School of Law 2023 Tax Institute

When: January 23, 2023 at 7:30am (PDT)

Location: Millennium Biltmore Hotel

People: Laura A. Zwicker, Gary L. Kaplan

Cross Border Tax Planning for Clients with Ties to Japan and Other Asian Countries

When: November 8, 2022 at 11:00am – 12:00pm (HST)

Location: Honolulu, Hawaii

People: Laura A. Zwicker

Exploring the Fiduciary's Duty to Invest Trust Assets

When: November 8, 2022 at 1:30pm – 2:30pm (HST)

Location: Honolulu, Hawaii

People: Laura A. Zwicker

Hawaii Tax Institute Annual Conference

When: November 6, 2022 at 12:00pm (PDT)

Location: Sheraton Waikiki, Honolulu

People: Laura A. Zwicker

Informa Connect | Challenging wealth and estate planning issues in dealing with the United States and US persons

When: September 15, 2022

Location: Kimpton Hotel Palomar

People: Laura A. Zwicker

TransTrusts Bermuda: Avoiding Conflict – Cross Border Succession

When: June 30, 2022 at 6:25am – 7:15am (PDT)

Location: Hamilton Princess and Beach Club

People: Laura A. Zwicker

Benefits, Pitfalls and Other Considerations in Using Trusts in International Planning - STEP International Tax and Estate Planning Forum

When: May 6, 2022 at 9:00am – 10:00am (PDT)

Location: Surf & Sand Resort Laguna Beach

People: Laura A. Zwicker

Global Families in Flux - STEP International Tax and Estate Planning Forum

When: May 5, 2022 at 11:30am – 12:30pm (PDT)

Location: Surf & Sand Resort Laguna Beach

People: Laura A. Zwicker

USC Gould School of Law 2022 Tax Institute

When: January 24, 2022 at 7:30am (PDT)

Location: Hybrid In-Person/Virtual Online

People: Gary L. Kaplan, Laura A. Zwicker

The Taxman and The Man in the Mirror: Valuation, Tax, and Planning Issues Involving Rights of Publicity and Other Intellectual Property | Hawaii Tax Institute

When: January 24, 2022

People: Laura A. Zwicker

Global Mobility Through the Pandemic | Informa US/UK Tax Planning Digital Conference

When: November 22, 2021

Location: Virtual

People: Laura A. Zwicker

Twilight Years or Twilight Zone? - Planning and Incapacity Challenges in Protecting Your Family and Its Wealth Transfer Strategies | Hawaii Tax Institute

When: November 15, 2021

Location: Virtual

People: Laura A. Zwicker

The California Exodus: How to Exit the State with Your Fortune Intact (or Not) | MPTF PAN

When: November 11, 2021 at 12:00pm – 1:30pm

People: Laura A. Zwicker

Don't Let the Door Hit You on the Way Out: Planned and Accidental Departures from the US Tax System | STEP New York

When: November 3, 2021 at 12:00pm – 2:00pm (EDT)

People: Laura A. Zwicker

STEP LA - Legislative and Administrative Proposal Affecting the Private Client

When: June 23, 2021 at 12:00pm – 1:30pm (PDT)

People: Laura A. Zwicker

Trustees in trouble: Practical guidance to navigate the world of US and UK inheritance tax

When: April 28, 2021 at 10:20am – 10:50am (PDT)

Location: Online Virtual Conference

People: Laura A. Zwicker

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

When: February 8, 2021

Location: Virtual

People: Laura A. Zwicker

Adding Some Spice: How International Ties Flavor Estate and Gift Tax Planning

When: January 29, 2021 at 10:00am – 11:00am (PDT)

Location: Virtual

People: Laura A. Zwicker, Stefanie J. Lipson

USC Gould School of Law 2021 Tax Institute

When: January 25, 2021

Location: Virtual

People: Laura A. Zwicker

Traps and Solutions and Trust Issues

When: October 19, 2020 at 5:00pm – 5:45pm

Location: Virtual

People: Laura A. Zwicker

Planning With and Pitfalls of SLATs, A Cautionary Tale Of Two Trusts

When: June 18, 2020 at 7:30pm – 8:30pm (PDT)

Location: Virtual

People: Laura A. Zwicker

USC 2020 Tax Institute

When: January 27, 2020

Location: Millennium Biltmore Hotel Los Angeles

People: Laura A. Zwicker, Schuyler (Sky) M. Moore, Stefanie J. Lipson

Inland Empire Estate Planning Seminar

When: November 13, 2019 at 1:15pm – 6:00pm (PDT)

Location: Orton Center, University of Redlands

People: Laura A. Zwicker

Hawaii Tax Institute

When: November 4, 2019

Location: Sheraton Waikiki Resort

People: Stefanie J. Lipson, Laura A. Zwicker

The Water’s Edge is Dangerous: Planning Effectively for Foreign Clients with Domestic Ties

When: August 28, 2019 at 12:00pm – 1:30pm (PDT)

Location: JP Morgan Securities

People: Laura A. Zwicker

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