Session details

IBA Annual Conference Miami 2022

30 Oct - 4 Nov 2022

Session information

Coming and going part 2: bye bye America - do I need to rethink my estate plans?


Private Client Tax Committee (Lead)


In this session we will review common areas of focus for people leaving the US, whether they are citizens, green card holders or mere tax residents. We will cover the impact of emigration on their personal assets as well as the effect on their various entities: from LLCs and grantor trusts, to corporations and settlements.  As a counterbalance to the US angle, we will have panelists from key jurisdictions discussing how local laws and tax rules will affect the incoming US person. 

Session / Workshop Chair(s)

Sangna Chauhan Charles Russell Speechlys, London, England; Session Reporters Liaison Officer, Private Client Tax Committee


Stéphanie Auféril Arkwood, Paris, France
Seth Entin Greenberg Traurig, Miami, Florida, USA
Ana Claudia Utumi Utumi Advogados, São Paulo, Brazil
Valerie Wu Pinsent Masons, Singapore, Singapore
Jeannette Yazedjian Karlin & Peebles LLP, Los Angeles, California, USA