13:30 – 15:00 Wealth Management Workshop
Inheriting Problematic Structures: Common Tax Issues for Heirs/Beneficiaries and Pre-Death Restructuring Possibilities
In this panel, we’ll examine some examples of structures that create tax inefficiencies for heirs and beneficiaries who are tax resident in the U.S., France, the UK, Germany, Switzerland and Spain. We will explore alternative structures that could be put in place prior to death that ideally would provide for a tax-efficient transition to the next generation, and how those alternatives may work in some jurisdictions but not others.
Jérôme Assouline, SVZ, Paris, France
Jenny L. Longman, Patterson Belknap Webb & Tyler LLP, New York, NY, USA
Gerd Kostrzewa, Heuking Kühn Lüer Wojtek, Düsseldorf, Germany
Fouad G Sayegh, Walder Wyss, Geneva, Switzerland
Additional speakers to be announced.
Registration under the official website.