Co-Chair
Inbal
Faibish Wassmer
Co-Chair
Gerd D Goyvaerts
Private Client Tax Committee
The Committee focuses on inheritance rights, will making, lifetime giving, trusts, creditor claims, regulatory compliance, charities, taxation, property rights, and conflict of law rules, considering both domestic and cross-border implications. Members benefit from enhanced knowledge, expertise in cross-border issues, global networking, and access to leading experts. The committee addresses international planning, comparative law, and topics like individual tax in cross-border contexts, trusts for planning, international successions, and asset protection. It frequently holds joint sessions with the Taxes committee and other IBA sections, offering a valuable resource for practitioners in private client work.
Forthcoming conferences and webinars View All Conferences
9th Global Entrepreneurship Conference
18 May - 20 May 2025
Milan , Italy
Migrating the family business: the tax and succession pitfalls
03 Jun 2025 1300 - 1400 BST
Webinar
IBA Annual Conference Toronto 2025
02 Nov - 07 Nov 2025
Toronto , Canada
IBA Annual Conference Copenhagen 2026
04 Oct - 09 Oct 2026
Copenhagen , Denmark
Publications
New York’s new power of attorney law is a welcome change
Practitioners will no longer need to apologise to their estate planning clients regarding the form of power of attorney required throughout the State of New York. The statutory form has been reworked – in the author’s view, this follows years of frustration for attorneys and their clients alike.
Released on Aug 02, 2021
Israeli Tax Authority actively approaches Switzerland to obtain information
In July 2021, the Israeli Tax Authority requested information from the Swiss Federal Tax Administration on affluent Israelis and their families in connection with bank accounts and assets held by them in Switzerland, individually and through foreign companies.
Released on Aug 02, 2021
Planning for the US person moving to Europe
This panel at the IBA 2020 - Virtually Together conference discussed various income tax and estate/gift tax planning issues that arise when a person from the United States relocates to Europe. A case study was presented, for which each of the panellists provided commentary regarding the tax treatment in their various jurisdictions: France; Italy; Spain; Switzerland; and the UK respectively.
Art: private passion or private client asset? Report on a session at the IBA’s 25th International Private Client Conference
The panel addressed the multiple crossover legal issues and passions involved in the acquiring, holding and disposing of art.
Projects
International Estate Planning Guide
The Taxes and Private Client Tax Committees have prepared a guide to international estate planning with chapters from more than twenty countries. The International Estate Planning Guide provides general information on the major considerations for the international private client.
The material is intended as a high-level practical guide for practitioners and professionals looking for an introduction to the laws of each relevant jurisdiction relating to cross-border trust, foundation, and estate planning.
Subcommittees and other groups
The Private Client Tax Committee also coordinates the activities of the following subcommittees/working groups.
- Private Client Tax Committee Advisory Board