Laura A. Zwicker

Chair, Private Client Services Group
Fax 310-553-0687

Asia and U.S. Cross Border Wealth Transfer Planning

November 8, 2023 at 10:45am11:45am (HST)
Hawaii Tax Institute

Honolulu, Hawaii

Laura Zwicker, Chair of Greenberg Glusker's Private Client Services practice, is slated to speak on the panel "Asia and U.S. Cross Border Wealth Transfer Planning" at the Hawaii Tax Institute on Wednesday, November 8.

The number of clients with ties to Asian countries continues to grow, with each of these clients requiring wealth transfer planning that takes into consideration cross-border tax issues that commonly arise. This session will provide an overview of various Japan/other Asian country’s income, gift, and inheritance tax considerations for clients with Japanese/other Asian citizenship living in the U.S., and for clients living in the U.S. with Japan or other Asian country resident family members. Without proper planning, Japan and other Asian country’s tax rates may quickly reach top rates of 55%. Learn about the integrated tax and estate planning solutions for clients with ties to Japan/other Asian countries and the U.S.

Laura Zwicker's practice focuses primarily on counseling ultra-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.