International Issues for the Domestic Estate Planner
We are pleased to announce that Warren Whitaker, J.D., Partner, Day Pitney LLP, will be the guest speaker at our May 16th Annual Meeting at The J House in Greenwich. Attorney Whitaker’s topic will be “International Issues for the Domestic Estate Planner” – even if you don’t represent international clients, this presentation will highlight a number of international issues that all domestic estate planning professionals should be aware of.
The evening will begin with networking, cocktails and substantial hors d’oeuvres from 6:00 p.m. to 7:30 p.m. on the patio, followed by the educational program from 7:30 p.m. to 8:30 p.m. in the Riverside Room.
G. "Warren" Whitaker assists high net worth individuals and multinational families with complex domestic and international estate planning and related income tax, corporate and personal financial planning. Clients seek his experience with sophisticated international transactions; trust and estate issues, both domestic and international; family office needs; and trust services and fiduciary compliance. He is a former member of the firm's Executive Board.
Warren is a prolific writer and international speaker. Since 2003, he has been published or cited nearly 80 times in respected news sources, such as Bloomberg, The New York Times and Worth Magazine. He is the lead author of Private Clients Legal and Tax Planning, published by PLI in 2016, and co-authored the United States sections of Tottel's Succession Law and Bloomsbury's International Succession Laws. He has also served in variety of leadership roles in his professional community, including serving as U.S. chair of the U.K.-based Society of Trusts and Estates Practitioners (STEP), member of the STEP Worldwide Council and chair of the Trusts and Estates Law Section of the New York State Bar Association, as well as the Section's International Estate Planning Committee and Estate Administration Committee and a former district representative.
Among his honors and recognitions is selection as a fellow of the prestigious American College of Trusts and Estates Counsel (ACTEC) and its International Estate Planning Committee. For years, Warren's peers have named him to lists of top lawyers. As Chambers USA described him, "Warren Whitaker is the leading figure in the practice and is sought by clients for 'his depth of experience and intellect, and his very good grasp of cross-border taxation.'" Worth Magazine has named Warren as one of the nation's 100 Top Wealth Advisors. He also speaks French.
Registration deadline is Friday, May 10th. For registration details, please click on document link below.
We hope to see you May 16th!
