Private Client Services

Greenberg Glusker Private Client Services Co-Chairs, Laura Zwicker and Stefanie Lipson, are scheduled to speak on the panel "A Multijurisdictional Planning Adventure: Navigating Cross-Border Transfer Tax and Trust Planning" on May 5, 2026, during the 2026 Nevada Tax and Trust Conference.

Session Description:

This presentation follows an interactive, narrative-driven global travel storyline to explore a range of cross-border tax and trust planning issues, including international relationships, property ownership, and changes in residency. Through evolving scenarios, it highlights key U.S. and international considerations and illustrates how shifting facts can impact planning strategies across jurisdictions.