Laura A. Zwicker

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

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

May 5, 2022 at 11:30am12:30pm (PDT)
Surf & Sand Resort Laguna Beach

Laura Zwicker, chair of the Private Client Services Group, will be speaking on the panel "Global Families in Flux" at the 14th Annual STEP International Tax and Estate Planning Forum. Laura, alongside a panel of experts, will be discussing the dynamics of families who established their wealth in one country, while their children reside in another - a choice often made when children move to other countries to obtain an education. The panelists will be covering the following topics: 

  • the definition of families in the modern age
  • family dynamics in an international context
  • challenges of inter-generational wealth-transfer planning for global families
  • pre-immigration and emigration planning
  • tax and other considerations of taking up residency in a new country
  • tax-efficient structuring for family businesses owned and/or operated across international borders