As global mobility, cross‑border wealth structures, and regulatory expectations continue to evolve, multinational families face a rapidly shifting landscape in financial planning. This year’s program provides a comprehensive, transatlantic perspective - covering U.S., EU, and key third‑country considerations - to help globally mobile families navigate new tax rules, legislative proposals, and planning strategies.

Participants will gain practical insights into structuring cross‑border trusts, managing international assets, addressing family financial issues, and adapting to ongoing regulatory and geopolitical developments.

Discussion topics will include:

I. Tax Issues & Developments
• Pre‑immigration & Expatriation Planning: Retirement, inheritance, and mobility considerations for individuals relocating into or out of the U.S. or EU.
• Transatlantic Legislative Landscape
>> Status of U.S. estate tax reform proposals
>> Capital‑gains‑at‑death debates and implications for cross‑border families
>> EU-level developments affecting succession, reporting, and asset transfers
• U.S. Taxation for Non‑Citizens & Mobile Individuals
>> Income, estate, and gift tax rules for non‑citizens, non‑residents, temporary residents, and green‑card holders
>> U.S. tax compliance for dual citizens, long‑term residents, and globally mobile families
>> FATCA (Foreign Account Tax Compliance Act), CRS (Common Reporting Standard by the OECD), and information‑exchange updates
>> SEC & IRS enforcement trends affecting international families
• State‑Level Estate Taxes - Navigating the patchwork of state regimes and their impact on planning for globally mobile clients.

 II. Legal Issues in Cross‑Border Trust & Estate Planning
• Establishing U.S. trusts for non‑U.S. families: key legal considerations
• U.S. vs. foreign trusts: grantor/non‑grantor status, reporting, and control
• Managing tangible and intangible personal property across jurisdictions
• Family‑related issues: foreign wills, charitable bequests, guardianship, health‑care proxies
• Marshaling international assets and coordinating beneficiary designations across legal systems
• Multigenerational Planning: Country‑specific considerations, trust types, and long‑term governance strategies

III. Financial & Strategic Planning Considerations
• Strategic Planning Trends for 2026
>> Planning for foreign spouses
>> Evaluating the role of SLATs, GRATs, IDGTs, and other advanced estate planning vehicles in a post sunset landscape - particularly in light of the One Big Beautiful Bill Act, which permanently increased the Lifetime Gift and Estate Tax Exemption
• Building Flexibility into Trusts
>> Decanting, non‑judicial settlement agreements, and adaptive trust design
>> Risk‑management frameworks for cross‑border families
• Reporting Requirements & Compliance Trends Trust and gift reporting, valuation issues, and IRS technical updates

 

SPEAKERS:
• Deepak Soni, CEO & Managing Director, MARGNA PEAK ADVISORS AG
• Carlos Soto Raynal, VP - Senior Wealth Strategist, PNC PRIVATE BANK
• Caryn B. Keppler, Principal, OFFIT KURMAN
Additional speaker(s) to be announced soon.

 

LOCATION:
TBA (Midtown, Manhattan)