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Hosted by  The Tampa Bay Estate Planning Council

Tax Planning for Global Families

For the global family that plans to transfer wealth to beneficiaries living in the United States, the trust represents a critical tool. But cross-border wealth transfers can raise not only US transfer tax issues, but significant US income tax issues as well—which are too often overlooked. Join us for this imformative program that will uncover some of the potential pitfalls.

 

5:30 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Please use one of our reservation options below

 

Thanks to Our Council Partners for Sponsoring This Meeting

 

     

Wednesday, February 15, 2012
5:30 PM - 7:30 PM Eastern Time

Location
The Tampa Club
41st Floor
101 E Kennedy Blvd
Tampa   FL   33602
(813)229-6028
 
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Guest fee for Council meeting on Feb 15, 2012 $40.00
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Speaker Profiles

 


Andrew S. Auchincloss, JD
Director, Wealth Management Group
 Bernstein Global Wealth Management

Andrew S. Auchincloss joined Bernstein Global Wealth Management in 2007; a Director in the Wealth Management Group, he focuses primarily on tax and investment planning strategies for offshore individuals and families.

Previously, Auchincloss was with the multinational law firm White & Case LLP, where for 18 years he represented international and domestic families, charities and financial institutions in the context of tax, estate planning and fiduciary law. Auchincloss has been listed in the peer-rated publication Best Lawyers in America.

He received a BA from Yale College and a JD from the University of Virginia.