Free Webinar - US – China Planning for High Net Worth Individuals - 6 May 2020
Panelists: Melvin Warshaw, Esq., Independent Legal & Tax Consultant, Wellesley, MA
Shudan Zhou, Esq., Associate, McDermott, Will & Emery, LLP, New York, NY
Moderator: Paul G. Marcotte, Jr., Principal, Paley Rothman, Bethesda, MD
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This presentation will focus on both tax and non-tax considerations for high net worth Chinese individuals that have business, investment or family connections with the U.S. The panelists will review pre-immigration strategies where high net worth Chinese individuals or family members wish to move to the U.S. or invest here. The impact of a Chinese national attaining resident status in the U.S. on various compliance/disclosure regimes will be discussed as well as exit strategies when he/she intends to leave the U.S. Inbound business planning for Chinese businesses seeking to expand in the U.S. will be reviewed. Trust and family office structures as well as preferable situs locations will be also explored. Illustrative case studies with representative fact patterns will be reviewed by the panelists.
Melvin A. Warshaw is an estate planning and tax lawyer who currently represents U.S. and non-U.S. families and companies on a wide range of personal and business tax matters, including cross-border tax planning. Mr. Warshaw’s legal career which has spanned 40 years has included a variety of roles in the field of sophisticated international wealth transfer and estate planning. He is currently a member of the international section of the editorial board of Trusts and Estates magazine and has published numerous articles in the magazine over the last decade. Mr. Warshaw is an Academician of The International Academy of Estate and Trust Law.
Shudan Zhou is an associate with the New York office for McDermott, Will & Emery. She focuses her practice in counseling individuals, trustees, and financial institutions on the tax implications of wealth transfer strategies, with an emphasis on international income and estate tax planning. She has substantial experience advising clients on all aspects of FATCA and CRS, including the use of privately held structures and disclosure issues. She counsels clients on the U.S. tax consequences of expatriation from and immigration to the U.S. and of U.S. in-bound investment structures.
Paul G. Marcotte, Jr., chairs his firm’s Tax Practice group. His practice focuses on domestic and international tax matters (both planning, compliance and controversy resolution) as well as estate and wealth preservation planning, probate and trust administration, and business succession planning. Mr. Marcotte represents a broad spectrum of U.S. and foreign based clients including high net worth individuals, entrepreneurs, staff at various international organizations, diplomatic personnel, and families with cross-border activities/holdings. He is the current Chair of STEP Mid-Atlantic.