The 10 Commandments of Estate Planning for International Clients: Governing Principles and the Traps for the Unwary - 4 November 2020

Host group
Host Left
Hosted by
STEP Gold Coast Florida
Event Type
Web Event
Date

Moderator:

  • Michael S. Schiff, Managing Director, Fiduciary Trust Company International Chairman, STEP Gold Coast Florida

Panelists:

  • Gail Cohen, Chairman and General Counsel, Fiduciary Trust Company International
  • Gerard F. Joyce Jr., National Head of Trusts and Estate, Fiduciary Trust Company International

Program Description:

The international planning community is growing rapidly throughout the USA.  While this awful COVID pandemic may have put a restraint on travel, there is still a growing need to become aware of issues that families may face in the event their personal or professional life brings about a need for cross-border planning.  This program is designed for:

  • practitioners interested in incorporating international planning into their practice
  • practitioners who are relatively new to the field
  • those who come across such opportunities on an infrequent basis and would like a refresher.

Backgrounds

Gail Cohen is Chair of Fiduciary Trust’s Board of Directors and General Trust Counsel with over 30 years of experience in trusts and estates.  Prior to joining Fiduciary Trust, Gail was an associate at the law firm Debevoise Plimpton and a former Chair of the New York Bankers Association.  Gail is a Fellow of the American College of Trust and Estate Counsel (ACTEC).  She serves on several not-for-profit Boards and is currently a lecturer in the Masters of Wealth Management program at Columbia University School of Professional Studies.  She received her Bachelor of Arts degree from Mount Holyoke College and her Juris Doctor degree, summa cum laude, from Brooklyn Law School.  Gail is admitted to the Bars in New York and New Jersey.
 
Gerard F. Joyce, Managing Director, Deputy General Trust Counsel and National Head of Trusts and Estates has over 30 years experience in the area of trusts and estates and has held senior positions at leading wealth management companies, working closely with domestic and international clients to develop customized trust and estates strategies.  Prior to joining Fiduciary Trust, he served for over 16 years at HSBC Private Bank, mostly as managing director and Head of US personal trust and Chairman of Directors of HSBC Trust Company (Delaware), N.A.  He is an active member of STEP and has decades of experience with international estate planning, especially cross-border families passing a legacy to US family members.  He has lectured on many topics including international estate planning and trust administration for the Practicing Law institute, the New York City Bar Association and the American Bankers Association.  He received his Bachelor of Arts Degree in finance from Lehigh University and his Juris Doctor degree from Fordham University School of Law where he was on Law Review.  He is admitted to the Bars in New York, and Massachusetts.
 
Michael S. Schiff is Managing Director and Wealth Director at Fiduciary trust Company international. Michael practiced law early in his career working primarily on complex corporate transactions and later on counseling families with wealth preservation and growth strategies. After practicing law, he shifted his focus to advising individuals, families and charitable organizations in addressing and implementing their financial and wealth planning needs. He is currently on the Board of Directors of the East Coast Estate Planning Council and has been an active member of STEP for 10 years and currently Chairs the Gold Coast Florida chapter.  He received his Bachelor of Arts Degree in history from the State University of New York at Albany and his Juris Doctorate from Yeshiva University’s Benjamin N. Cardozo School of Law where he was an Editor on the International Law Journal. Michael is admitted in the Bars of New York, New Jersey and Pennsylvania.

Please note that there is no pre-registration for this event.  Simply click on the link to join the meeting at 12 noon EST on 4 November 2020.

Cost group
Schedule
12:00 - 13:00 EST
Contact
Andrew Gilmartin
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