Irvine Partner Renee Gabbard will join an international faculty of leading judges, barristers, law firm partners and others for Transcontinental Trusts: International Forum 2017 in Bermuda. This two-day program, May 4-5, will bring together more than 250 attendees from across the globe to discuss the latest issues and challenges affecting the trusts industry. Panels will focus on topics such as: LatAm; extracting information from trusts; designer legislation; asset protection; history of the America's Cup; and “The Issue about an Issue - The Unexpected Beneficiary.”
Gabbard will co-present on day two on possible tax law changes coming out of the U.S. as a result of the new Trump administration. The panel will explore how the Trump administration could impact the income, capital gains, gift, estate, GST and property taxes for domestic family offices with international holdings or beneficiaries, CEOs with stock options and large international family foundations.
Gabbard’s practice focuses on privately held businesses, high net worth clients and charitable organizations. Her areas of practice include all aspects of income, capital gains, gift and estate tax planning, charitable planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, insurance planning, trust tax planning and trust administration. Gabbard has experience in business succession and wealth planning for high net worth families and families with concentrated stock, real estate, sports teams or privately held businesses. She is able to provide such services as she combines two disciplines — the Federal Gift and Estate Tax with the formation and taxation of privately held pass through entities such as limited partnerships, LLCs and S Corporations.
Click here for more information about the event.