CURRENT TRENDS IN ESTATE/SUCCESSION TAX PLANNING
Jérôme Assouline, Associé en droit fiscal, animera le 18 février dans le cadre de la STEP – Society of Trust and Estate Practitioners un webinar sur les tendances actuelles et à venir en matière de planification successorale en France, en Australie, en Allemagne, en Italie, en Espagne, en Israël et au Royaume-Uni.
Pour participer au webinar cliquez sur le lien suivant : https://bakertilly.zoom.us/webinar/register/WN_IWLTWcoUQ1q6q1HbIJ2vow
Jérôme Assouline
Programme du webinar :
Structuring
- Simple or complex?
- Trusts. foundations, companies, limited liability companies, life insurance or annuities?
- Tax opaque or transparent?
- Domestic or foreign?
Factors
- Global mobility
- Special residency regimes
- Responsible investing
- Philanthropy
- Transparency
- Anti-avoidance rules
- Criticism of legitimate tax planning
- Increasing taxes on wealthy
- Political uncertainty
- Longer life
- Frequent changes in tax law
Presenters:
Jérôme Assouline is head of the firm’s tax practice. He specializes in private wealth matters, advising entrepreneurs on the reorganization of their professional assets and the transmission of their businesses. A member of the New York and Paris bars, he has particular expertise in Franco-American taxation and has extensive knowledge in the area of trust taxation. He represents many American families who own property or reside in France. He also has expertise in other areas of taxation, including M&A and restructuring, private equity, real estate investment and tax litigation.
Alan Winston Granwell is a tax lawyer with nearly 50 years of experience in the area of international taxation. He advises private clients and corporate clients on cross-border planning, controversy and compliance and is a former International Tax Counsel and Director, Office of International Tax Affairs, U.S. Treasury Department. He is the former Chair of the STEP Mid Atlantic Branch and the current Webinar « Czar » of STEP USA.
Shaul Grossman heads the Private Client practice at Meitar and focuses his practice on cross-border transactions and international private client matters. He regularly works with high net worth families where various family members are tax residents of different jurisdictions and advises them on international estate planning matters, establishment and restructuring of trusts, succession planning, tax compliance and related matters. He has authored the Israel chapter in a recent guidebook on Trusts, and in that past has served as the national tax reporter on Israel for the IBA.
Paul G. Marcotte, Jr. Chairs the Tax Practice group at Paley Rothman. 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. He represents a broad spectrum of U.S. and foreign based clients including high net worth individuals, entrepreneurs, multinationals including staff at various international organizations, diplomatic personnel, individuals and families with cross-border activities/holdings, and businesses engaged in inbound or outbound transactions. He is the current Chair of the STEP Mid-Atlantic Branch.
Clare Maurice’s main specialism is international tax and estate planning for UK and non-UK domiciled individuals and families with complex assets located in many jurisdictions looking for solutions to the tax and structural challenges of global wealth. She also advises both resident and non-UK resident trustees on legal and practical issues which are relevant to them and their beneficiaries.
Andreas Richter focuses his practice on business and wealth succession, estate planning, legal and tax structuring of private wealth and family offices, corporate governance for family-owned businesses, expatriation taxation and charities, as well as in trust and foundation law. He is the editor of the leading German compendium on foundations and trusts and related tax issues. He is also the author and editor of numerous other publications, commentaries and compendiums, in particular on family offices, foundation law, business succession and all tax-related matters.
Nicola Saccardo is a partner of the Italian law firm Maisto e Associati. His areas of expertise include taxation of trusts, estates and HNWIs; estate planning in general; and international and EU tax law. He is Chair of the Tax Committee of the International Academy of Estate and Trust Law, a member of the International Estate Planning Committee of the American College of Trust and Estate Counsel (ACTEC), Vice-Chair of the International Client Global SIG Steering Committee of STEP and a member of the EU Public Policy Committee of STEP.
Sonia Velasco focuses her practice on advising international clients on their investments and transactions in Spain, and private clients on their asset and succession planning. She also advises on structuring private equity and venture capital firms regarding their investments in Spain. Three years’ work experience in the United States provided her with an in-depth knowledge of US legal structures such as trusts, which do not have a precise counterpart in Spanish law.
A propos du cabinet Sekri Valentin Zerrouk
Firme indépendante de plus d’une cinquantaine d’avocats, Sekri Valentin Zerrouk (SVZ) conseille des entreprises multinationales, des fonds d’investissement de premier plan, des ETI, PME et entrepreneurs dans le cadre du déploiement de leurs activités commerciales et de leurs opérations d’acquisition, de cession ou de restructuration en France et à l’étranger.
Avec plus de 350 opérations transactionnelles réalisées au cours des 10 dernières années, Sekri Valentin Zerrouk (SVZ) est aujourd’hui l’un des cabinets les plus reconnus en matère transactionnelle.
Sekri Valentin Zerrouk (SVZ) figure également parmi les cabinets les plus innovants du marché au travers du lancement de MySVZ (plateforme digitale) et du LegalCluster (accès à un écosystème de plus de 200 avocats à travers le monde, sélectionnés parmi les meilleurs), deux innovations importantes au service de la relation client.
Les 11 associés sont : Franck Sekri, Pierre-Emmanuel Chevalier, Géraud de Franclieu, Emmanuelle Vicidomini et Sylvain Paillotin (Fusions & Acquisitions, Private Equity, Financement, Restructuring), Emeline Peltier (Immobilier), Yamina Zerrouk (Droit Public des Affaires, Urbanisme et Immobilier), Jérôme Assouline et Thomas Verdeil (Droit Fiscal), Emilie Meridjen (Droit Social) et Anne Dumas-L’Hoir (Contentieux des Affaires).
