‘I want my plan in good shape’ – Health checks and spring cleaning your estate planning documents and tax strategies
Estate and succession planning can be a moving target for the multi-jurisdictional family. Families change over time. Children grow up, move abroad, get married, and have children. Parents spend time travelling, residing near their grandchildren, or resting in warmer climates. These changes have consequences to their succession plans and the controlling documents should be reviewed from time to time. This panel will focus on checking and updating existing succession documents, tax planning, and related cross-border considerations.
Natalie Peter Staiger Schwald & Partner AG, Zurich; Publication and Newsletter Editor, IBA Individual Tax and Private Client Committee
Mark E Osborne Osborne Helman Knebel & Scott, Austin, Texas; Scholarship Officer, IBA Individual Tax and Private Client Committee
Karen Brodsky Deloitte, New York
Florentino Carreño Cuatrecasas Gonçalves Pereira, Madrid
Rachel Mainwaring-Taylor Hunters, London
Michael Schmidt Schmidt Taxlaw, Frankfurt