Gift Planning

Wealth Planning Without Borders: What Advisers Need to Know

Wealth advisers

A special event for members of the Tiger community. 

It’s the beginning of a new decade, and for families of means there is increased mobility across the globe and within the United States. Where are these families moving and what are the events that motivate them? Are certain countries or states within the U.S. enacting legislation which stimulates this mobility? When they move, how are they protecting their assets?

Our panel will address these issues and their impact on marital rights and citizenship, inheritance, trusts and taxation, and charitable giving. The panel will also shed light on the varying definitions of residence and domicile.

JOSEPH A. FIELD III ’69 is senior counsel with Pillsbury Winthrop Shaw Pittman LLP representing international families on structuring their estate planning as well as financial institutions on a variety of financial services, particularly with respect to life insurance.

T. RANDOLPH “RANDY” HARRIS ’72 is a partner with McLaughlin & Stern LLP in New York City. He co-chairs his firm’s trusts and estates department and is an adjunct professor at New York University. His practice relates primarily to estate planning, the administration of estates and trusts, and the resolution of controversies in the Surrogate’s Court. He is a member of Princeton’s Planned Giving Advisory Committee.

KATRINA A. ROBINSON ’04 is the chief executive officer of Teton Trust Company, a Wyoming chartered trust company based in Jackson Hole that establishes and administers trusts for wealthy families globally. Teton Trust is part of the Cone Marshall Group; Robinson leads the U.S. business of the Cone Marshall Group, a global network of closely held trust and fiduciary service providers.

Date: Wednesday, February 26, 2020
Time: 5:00 – 6:00 p.m. Discussion; 6:00 – 7:00 p.m. Reception
Location:  Midtown Manhattan (details provided with registration)

Registration is required as space is limited.  Register here.

Unable to attend but want to receive invitations to future events for advisors? Please let us know.

Event Chair:  Ellen Kratzer ’84, Managing Director, Fiduciary Trust International

Presented by the Office of Gift Planning and the Planned Giving Advisory Committee of Princeton University