Harry Cendrowski
It was great seeing everyone in Marbella, Spain. The sessions and conversation were terrific.
I want to personally thank all 11 authors for contributing timely and helpful articles for our respective practices. It keeps our international alliance strong.
Macarena Ruiz Ballesteros (Ruiz Ballesteros Lawyers and Tax Advisors, Spain) analyses what happens when the sole director of a company dies.
Diane K. Roskies, (Offit Kurman, Attorneys At Law, USA) points out common estate planning errors and shows how to avoid them.
Roberto M. Cagnazzo (THREE & PARTNERS Accounting Tax Legal, Italy) draws our attention to the fact that a trust does not exist in Italy if the beneficiary can remove the trustee.
Annie Pearson (Wright, Johnston & Mackenzie LLP, Scotland, UK) reports on the biggest shake up of inheritance tax reliefs in almost 10 years.
Arvinder Matharu (Prager Metis International LLC, USA) updates on a significant transformation of the UK tax landscape for non-domiciled individuals.
Tony Nunes and Charm Jayatileka (Kelly+Partners Chartered Accountants, Australia) inform on trusts that may become tax residents of Australia, when individuals move to Australia.
Suzanne L. Shier (Levenfeld Pearlstein, LLC, USA) gives advice on how to solve the Rubik’s Cube of taxes, residence, and citizenship in the United States.
Tas Meghani (USTAXFS, UK) analyses US citizenship-based taxation, looking at foreign non-grantor trusts.
Fernando Lopez (Mowery & Schoenfeld LLC, USA) shares information on using a US trust to hold foreign business or investment assets for foreign beneficiaries.
Prof Sergio Guerrero Rosas (Guerrero y Santana, S.C., Mexico) gives strategic advice for Mexican families with cross-border assets in the Trump era.
Working together with the leadership team of Global Vice Chair Prof Sergio Guerrero Rosas, Asia-Pacific Regional Chair Alfred Ip, North American Regional Chair Diane K. Roskies, and European Regional Chair Prof Robert Anthony, we are building a strong foundation for the Trust & Estate Planning (TEP) Practice Group going forward. We are looking to expand our leadership base. If you are interested, please contact me directly.
John Alfonsi will be leading the TEP effort at the upcoming GGI North American Regional Conference in Atlanta. Looking forward, the next meeting will then be at the GGI World Conference in Zurich this October. Do let me know also if you are interested in presenting there.
Should you wish to contribute an article to the next edition of our GGI FYI Trust & Estate Planning News, you may already send your topic idea to Barbara Reiss at GGI Head Office.
With sincere gratitude
Harry CendrowskiResponsible Editor & Global Chair of the TEP Practice Group
GGI member firmCendrowski Corporate Advisors LLCBloomfield Hills (MI), USAT: +1 248 540 5760
Advisory, Corporate Finance, Fiduciary & Estate Planning, Tax
Contact Harry.
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