Events
Firm-Hosted
Ivyfon Los Angeles Family Office Outlook Forum 2024
May 8, 2024
Los Angeles, California & Virtual
Andrew M. Apfelberg, David Kramer, Stefanie J. Lipson, and Kevin Sher
Speaking Engagement
Wealth Wednesday: I Think I Get the GST of It! | CalCPA
April 24, 202412:00 PM – 1:00 PM PT
Stefanie J. Lipson
Speaking Engagement
A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration
March 22, 202410:15 AM – 11:15 AM PT
Live Video Webcast
Laura A. Zwicker
Industry Conference
Is It Possible to Bulletproof Your Trust/Foundation Structure?
March 5, 202411:00 AM – 12:15 PM
London, England
Laura A. Zwicker
Industry Conference
International Bar Association | 29th Annual International Private Client Tax Conference
March 4, 2024
Raffles London
Laura A. Zwicker, Thomas M. Giordano-Lascari, and Stefanie J. Lipson
Speaking Engagement
Expatriating from the United States: Tax and Estate Planning Considerations
February 28, 20244:20 PM – 5:20 PM ET
Private Client Forum Americas | Playa del Carmen, Mexico
Laura A. Zwicker
Industry Conference
Did You Get The GST Of It? A Deeper Look Into GST Trusts And When The Automatic Allocation Of GST Exemption Will Apply | USC Tax Institute
January 24, 20244:25 PM – 5:25 PM PT
Sheraton Grand Los Angeles
Stefanie J. Lipson
Industry Conference
USC Gould School of Law 2024 Tax Institute
January 22, 2024
Sheraton Grand Los Angeles
Laura A. Zwicker, Gary L. Kaplan, Stefanie J. Lipson, and Thomas M. Giordano-Lascari
Industry Conference
International Tax Hot Topics
January 22, 20246:00 PM – 7:30 PM PT
Sheraton Grand Los Angeles
Thomas M. Giordano-Lascari
Industry Conference
Asia and U.S. Cross Border Wealth Transfer Planning
November 8, 202310:45 AM – 11:45 AM
Honolulu, Hawaii
Laura A. Zwicker
Industry Conference
Investment Approaches for Different Types of Trusts, with Fiduciary and Administrative Considerations
November 7, 20231:30 PM – 2:20 PM
Honolulu, Hawaii
Laura A. Zwicker
Industry Conference
Hawaii Tax Institute Annual Conference
November 6, 2023
Honolulu, Hawaii
Laura A. Zwicker
Industry Conference
Rich and Losing It: Capacity Issues in the High Net Worth Planning
October 31, 20232:30 PM – 3:45 PM
IBA Annual Conference, Paris, France
Laura A. Zwicker
Industry Conference
Outbound Planning and Choice of Entity Considerations for Individuals | NYU Tax Institute - Advanced International Taxation
July 20, 202311:45 AM – 1:00 PM ET
The Westin New York At Times Square, New York, NY
Thomas M. Giordano-Lascari
Industry Conference
Planning For Foreign Individual Investing In Or Moving To The US | NYU Tax Institute - Introduction to International Taxation
July 19, 20231:15 PM – 2:45 PM ET
The Westin New York At Times Square, New York, NY
Thomas M. Giordano-Lascari
Education
IRC 7701 Check-the-Box Elections for Foreign Pass-Through Entities: Structuring Hybrid Entities for Tax Planning
June 6, 202310:00 AM – 11:30 AM PT
Webinar
Thomas M. Giordano-Lascari
Education
Will My Estate Plan Travel Abroad?
May 4, 202311:15 AM – 12:30 PM PT
Surf & Sand Resort
Laura A. Zwicker
Education
STEP International Trust and Estate Planning Forum
May 4, 2023
Surf & Sand Resort
Laura A. Zwicker and Stefanie J. Lipson
Education
Working with International Clients: You Don’t Always Get to Choose Your Own Adventure | Beverly Hills Bar Association
April 18, 202312:30 PM – 1:30 PM PT
Webinar
Laura A. Zwicker and Stefanie J. Lipson
Education
USC Gould School of Law 2023 Tax Institute
January 23, 20237:30 AM PT
Millennium Biltmore Hotel
Laura A. Zwicker and Gary L. Kaplan
Education
Exploring the Fiduciary's Duty to Invest Trust Assets
November 8, 20221:30 PM – 2:30 PM
Honolulu, Hawaii
Laura A. Zwicker
Education
Cross Border Tax Planning for Clients with Ties to Japan and Other Asian Countries
November 8, 202211:00 AM – 12:00 PM
Honolulu, Hawaii
Laura A. Zwicker
Education
Hawaii Tax Institute Annual Conference
November 6, 202212:00 PM PT
Sheraton Waikiki, Honolulu
Laura A. Zwicker
Education
Informa Connect | Challenging wealth and estate planning issues in dealing with the United States and US persons
September 15, 2022
Kimpton Hotel Palomar
Laura A. Zwicker
Education
TransTrusts Bermuda: Avoiding Conflict – Cross Border Succession
June 30, 20226:25 AM – 7:15 AM PT
Hamilton Princess and Beach Club
Laura A. Zwicker
Education
Benefits, Pitfalls and Other Considerations in Using Trusts in International Planning - STEP International Tax and Estate Planning Forum
May 6, 20229:00 AM – 10:00 AM PT
Surf & Sand Resort Laguna Beach
Laura A. Zwicker
Education
Global Families in Flux - STEP International Tax and Estate Planning Forum
May 5, 202211:30 AM – 12:30 PM PT
Surf & Sand Resort Laguna Beach
Laura A. Zwicker
Education
USC Gould School of Law 2022 Tax Institute
January 24, 20227:30 AM PT
Hybrid In-Person/Virtual Online
Gary L. Kaplan and Laura A. Zwicker
Education
The Taxman and The Man in the Mirror: Valuation, Tax, and Planning Issues Involving Rights of Publicity and Other Intellectual Property | Hawaii Tax Institute
January 24, 2022
Laura A. Zwicker
Education
Global Mobility Through the Pandemic | Informa US/UK Tax Planning Digital Conference
November 22, 2021
Virtual
Laura A. Zwicker
