SPEAKERS

John Barnett

MA(Oxon) CTA(Fellow) TEP, Solicitor - Partner, Burges Salmon LLP,
Bristol & London, UK

John has worked at Burges Salmon for 28 years and is head of the firm’s Tax, Trusts, and Family team.

He provides tax advice to a wide-range of high-net worth individuals and many leading banks and other financial institutions. He has a particular focus on entrepreneurial clients, many of whom are not domiciled in the UK or have business or other interests abroad.

John chairs the CIOT’S Technical Committee and is a member of the CIOT’s governing Council. He was a member of the General Anti-Abuse Rule (GAAR) panel that approved HMRC’s initial GAAR guidance.

He has led the CIOT’s response on a large number of capital tax policy discussions with HMRC and HM Treasury since 2006 including in particular the domicile changes since 2008 and the statutory residence test. He was a contributor to the Wealth Tax Commission and also a member of the Office of Tax Simplification’s consultative committee in relation to their two reports on Capital Gains Tax reform.

Steven Boyd

Senior Vice President and Senior Wealth Advisor,Northern Trust
Seattle

Steven Boyd is a Senior Vice President and Senior Wealth Advisor at Northern Trust – Seattle and is a member of the Washington State Bar. For the past 25 years Steve has counseled business owners, executives, high net worth individuals and their families regarding tax, charitable giving, estate planning and business succession matters. Prior to joining Northern Trust, Steve was a principal with the Amicus Law Group and a senior manager with Deloitte Tax, where he was a frequent lecturer at national seminars. Steve received his undergraduate degree in economics from Gonzaga University, his Juris Doctor from Seattle University School of Law and his LL.M. (Tax) from the University of Washington School of Law.

Cynthia D. Brittain

J.D., TEP, Partner Karlin & Peebles,
Los Angeles, California

Cindy Brittain focuses her practice on high net worth multinational families and individuals who themselves and their global companies require expertise in sophisticated cross-border income and estate tax planning strategies. Working closely with family members, Cindy obtains a comprehensive understanding of their values and dynamics, ensuring that unique personal and business goals are achieved. Cindy’s extensive experience includes advising families on the complex issues relevant to pre-immigration planning, international corporate tax, and both international and domestic wealth and asset transfer strategies. Cindy also has extensive experience with cross border regulatory laws that affect U.S. domestic planning as well as with U.S. tax compliance under the several voluntary disclosure regimes.

Cindy previously worked at a major accounting firm within its international mergers and acquisitions group, and has continued to advise clients on the effective integration of their global business operations into the U.S. tax regime. Over the course of her career, she has worked with clients in Brazil, Saudi Arabia, Dubai, London, Hong Kong, Mainland China, India, and the United States to develop overall income and estate planning strategies on behalf of large global families.

Robert W. Dietz, CFA

Robert W. Dietz

CFA, National Director of Tax Research—Investment & Wealth Strategies Group

Robert W. Dietz is a Senior Vice President and the National Director of Tax Research for Bernstein’s Investment and Wealth Strategies Group. With over a decade of experience at the firm, Robert is responsible for leading the tax planning research efforts and ensuring that Bernstein’s wealth management services reflect the most up-to-date and cutting-edge planning strategies. Robert’s expertise in developing and implementing tax-efficient investment strategies has made him a valuable asset to the firm’s clients. He joined the firm in 2006 as a Private Client Associate before becoming an Investment Planning Analyst in 2011. In 2017, he was promoted to Director, and in 2023, he was appointed National Director of Tax Research. Robert earned a Bachelor of Arts degree, cum laude, in finance from Augsburg University in Minneapolis, MN, and a Master of Science in Taxation from DePaul University in Chicago, IL. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society of Minnesota and the Twin Cities Estate Planning Council. Robert is a recognized expert in his field and has published numerous articles on wealth management and tax planning. He is based in the firm’s Minneapolis office and is committed to helping clients achieve their financial goals through effective tax planning and management.

Jeremiah W. Doyle IV

J.D., LL.M. (tax), LL.M. (banking), ACTEC Fellow, AEP (Distinguished), Senior Director, BNY Mellon Wealth Management,
Boston, MA

Jere Doyle is an estate planning strategist for BNY Mellon’s Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is a co-author of the law school casebook The Income Taxation of Trusts and Estates published by Carolina Academic Press. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. He is also a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company. Jere is an adjunct professor of law in the Graduate Tax Program at Boston University School of Law. Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He served as president of the Boston Estate Planning Council and formerly served as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council.

Ashley Fife

Counsel, Carey Olsen

Ashley Fife TEP is counsel in the trusts and private wealth team of Carey Olsen Bermuda Limited.

He provides advice in relation to the structuring, restructuring and administration of private and commercial trusts and their underlying entities. Ashley advises in respect of the formation of family offices and regulatory issues impacting upon trustees, corporate service providers, trusts and underlying entities e.g. FATCA and CRS, beneficial ownership registers, anti-money laundering/terrorist financing and economic substance requirements.

Ashley has extensive experience having been first admitted to practice as a solicitor and barrister in New South Wales, Australia in 2000 before being admitted as a solicitor of England and Wales in 2007 and as a barrister in Bermuda in 2015. Before moving to Bermuda in 2013, he was Head of Legal at the Jersey office of Equity Trust (now known as TMF) in Jersey where he worked for 6 years.

Ashley holds a Bachelor of Laws from Wollongong University, NSW, Australia and a Masters of Laws (specialising in taxation, commercial and corporate law) from the University of New South Wales, Australia. He is Vice Chair of the Bermuda branch of the Society of Trust and Estate Practitioners (STEP), a committee member of the STEP ‘International Client’ Special Interest Group, and a member of Bermuda’s Trust Law Reform Committee and Trust Focus Group. Ashley regularly presents in Bermuda as well as abroad and contributes articles to leading journals on his areas of expertise. In 2023, Ashley received the STEP Founder’s Award which is presented annually to individuals who have made an exceptional and outstanding long-term contribution to the Society.

Daniel

Daniel Frajman

BCL, LL.B, TEP, STEP Montreal Past-Chair, Spiegel Sohmer Attorneys,
Montreal, Canada

Daniel Frajman is a partner at the Montreal, Canada, law firm of Spiegel Sohmer Attorneys. Daniel’s practice concentrates on estate planning (including trusts and trust substitutes), corporate and tax aspects of non-profits, charities and philanthropy, and also corporate and commercial transactions, including the interface between Canadian law and other jurisdictions. Daniel has practiced with Spiegel Sohmer since 1995.

Daniel is included in the publication Best Lawyers® in Canada, recognized for his exceptional work and contribution in the area of corporate law. (www.bestlawyers.com)

Daniel also strongly believes in giving back to the legal and financial community, through his frequent articles, presentations and involvement with community and professional boards and committees.

Thomas J. Frank

Thomas J. Frank

Jr., J.D., TEP, CIMA

Tom Frank is an Executive Vice President, Northern California Regional Manager in Whittier Trust’s San Francisco office. He is responsible for managing complex client relationships, including investments, planning and family dynamics and fiduciary services, as well as all operations, revenues, staff and other elements related to the Northern California region.

Tom brings over thirty years of experience in comprehensive family office services including investment consulting, banking, trust and fiduciary, family education and financial administration for high net worth clients. His most recent position was Director, Relationship Management with Abbot Downing in San Francisco. Tom’s prior experience includes various positions at Bessemer Trust including Managing Director/Head Of Client Account Administration, Managing Director/Senior Resident Officer/West Coast Head, Senior Vice President and Vice President. Previous employers include DLJ Asset Management and US Trust.

Tom earned his JD from Brooklyn Law School and a Bachelor’s degree in foreign service from Georgetown University. He is a member of the California Bar Association and is a Registered Trust and Estate Practitioner (TEP). He is an adjunct professor in the LLM in Tax program at Golden Gate University School of Law.

Tom is a past trustee of De Marillac Academy, a school in San Francisco’s Tenderloin district serving the needs of at-risk children, a Director and Past President of the San Francisco Estate Planning Council and was a volunteer mentor with Big Brothers Big Sisters.

Michael Gordon

J.D., LL.M., Partner, Gordon, Fournaris & Mammarella, P.A.
Wilmington, DE

MICHAEL M. GORDON is a Director at the Wilmington law firm of Gordon, Fournaris & Mammarella, P.A. He is a graduate of Fairfield University and the Catholic University of America, Columbus School of Law. He received his Masters of Law in Taxation from Villanova University School of Law in 2008 and is a member of the Delaware and Maryland Bar Associations.

Michael is the former Chair of the Estates and Trusts Section of the Delaware Bar Association. He is a Fellow of the American College of Trust and Estate Counsel. Michael frequently lectures throughout the country on various estate planning topics. Michael’s practice focuses on the unique aspects of Delaware trust law, including directed trusts, dynasty trusts, asset protection trusts and all aspects of the validity, construction and administration of Delaware trusts. Michael routinely works with clients across the country to transfer the situs of trusts to Delaware and to modify trusts to take advantage of Delaware’s favorable trust law. Michael drafts, reviews and comments on Delaware trust agreements for local and out of state clients and provides legal opinions on the validity of trusts under Delaware law.

Michael resides in Wilmington, Delaware with his wife, Amie, and two daughters, Samantha and Mia.

Carsten Hoffmann

Irvine, California

Carsten Hoffmann has more than two decades of valuation expertise and is a recognized expert on a broad range of complex valuation issues related to estate and gift tax, income tax, litigation support and dispute resolution – including the quantification of discounts for lack of control and lack of marketability pertaining to business and real property interests.

As a leader in the valuation industry, Carsten has testified in U.S. Tax Court as a valuation expert, has authored a number of articles on a wide range of valuation topics, and regularly presents on valuation issues nationally.

Carsten co-leads Stout’s Trust and Estate Valuation practice and leads Stout’s Irvine, California office. Prior to joining Stout, Mr. Hoffmann was a Managing Director at FMV Opinions where he oversaw the operations of the Irvine, California office. In addition, Carsten is a top ranked United States tennis champion. He has been ranked the #1 doubles player in the country in his age group and has represented the United States in the World Team competition.

Andrew M. Katzenstein

J.D., LL.M., ACTEC, Partner Proskauer,
Los Angeles, California

Andrew M. Katzenstein is a partner at Proskauer Rose LLP, practicing out of the Los Angeles office. Andy’s practice involves estate, gift, and generation-skipping tax planning, income tax of trust planning, charitable tax and administrative matters, probate and post-death administration of living trust matters, and fiduciary litigation.

He graduated from the University of Michigan in 1979 with high honors, and received his J.D. from the University of Michigan Law School in 1982 with distinction. In 1990, Andy received his LL.M in Taxation from the University of San Diego School of Law.

Andy currently teaches in the LLM Program at UC Irvine School of law and taught Estate and Gift Tax previously at USC Law School and UCLA School of Law. He has also taught at the University of San Diego and Golden Gate University LL.M programs.

Andy is a member of the California and New York State Bars and the American College of Trust and Estate Counsel. He can be reached at akatzenstein@proskauer.com or 310-284-4553.

Erica Lord

Erica E. Lord

Chief Fiduciary Officer, Head of Advice and Planning BNY Mellon Wealth Management

Erica Lord serves as Chief Fiduciary Officer for BNY Mellon Wealth Management. In this role, she is responsible for the oversight of fiduciary relationships and the delivery of planning and fiduciary services for BNY Mellon’s Wealth Management business.

Erica has nearly 25 years of experience serving high net worth individuals, family offices businesses, and charitable organizations. Prior to joining BNY Mellon, she held a variety of leadership positions with another corporate fiduciary, including serving as Chief Fiduciary Officer for its Global Family Office and its Delaware affiliate trust company. Prior to that, she also served as Assistant General Counsel for the trusts and estates legal team and as a Senior Vice President and Senior Trust Advisor, providing comprehensive wealth management solutions to ultra-high-net worth individuals and families as part of a national team.

Before joining the financial services industry, Erica practiced privately at Reed Smith LLP and Lord, Bissell & Brook LLP, focusing primarily on estate planning for family business owners, trust and estate administration, and fiduciary litigation. Erica has special interest in fiduciary investing, specialty assets, and multi-generational family wealth education.

Erica earned a J.D. with honor from The George Washington University, Washington DC, and a B.A. with high honor from Michigan State University, East Lansing, Michigan. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves as a member of the Board of Directors of the Chicago Estate Planning Council. She has written and spoken widely for a variety of publications and professional organizations, including ACTEC and the ACTEC Law Journal, the Delaware Trust Conference, Trusts & Estates Magazine, Estate Planning Magazine, and the American Bankers Association.

Alex HC Lu

Partner, Grandall Law Firm, Shanghai, China

Alex, educated both in China mainland and Europe, is one of the senior partners at Grandall Law Firm and is based in Shanghai. Before joining Grandall, he was a senior counsel at a boutique international firm. Alex has received extensive recognition for his representation of leading market players and involvement in both regulatory and commercial issues across a wide array of industries. Alex focuses his practice mainly on capital market, PE/VC, wealth planning and commercial dispute resolution.

During his more than eighteen years of professional experience, and in order to cater for the ever-growing need of Chinese clients for multi-jurisdiction wealth planning, Alex is specifically dedicated to advise Chinese clients on establishment of cross-border structure for purpose of both overseas listing (e.g. Hong Kong, the U.S.) and wealth planning. In doing so, Ales has maintained a good cooperation relationship with various law firms, tax advisors, trust companies, etc. in different jurisdictions.

Professional Activities

  • Member, Research Committee of Grandall Law Firm on Capital Market
  • Member, Research Committee of Shanghai Bar Association on Merger & Acquisition
  • Counsel, Administration Committee of China (Shanghai) Free Trade Zone
  • Counsel, China Merchant Bank Private Banking Sector
  • Counsel, Shanghai Federation of Industry and Commerce

Kevin J. Moore

Founder KJMLAW Partners
Pasadena, California

A third generation Pasadenean, Kevin J. Moore founded KJMLAW Partners in 1992 as a way of investing in his hometown community. The law firm specializes in the focused areas of estate planning, trusts and probate services with additional expertise in both domestic and international business transactions and tax planning and tax controversy representation for individuals and companies.

Over the past two decades, Kevin has built a reputation for repeated ‘wins’ in court on behalf of the firm’s clients. Today, KJMLAW Partners distinguishes itself from other firms of its stature by providing personalized attention to clients, particularly when it comes to financial matters.

Prior to founding the firm, Attorney Kevin Moore served as an International Business Tax Attorney with the esteemed law firm Salpius and Partners in Salzburg, Austria. Over the course of his four years with the firm, representing clients on international and domestic investments, he acquired and broadened his legal skills helping clients build and protect their wealth.

Attorney Moore holds a Master of Laws (LL.M.) degree in International Taxation and Business from McGeorge School of Law in Sacramento, a Juris Doctor degree from Western State University in Fullerton, California, and a Business Administration degree in Accounting from San Diego State University, School of Accountancy.

Kevin frequently serves as a guest speaker/guest lecturer for investment advisors and their clients by sharing his insight and depth on topics relating to estate planning and business taxation. Known for his sponsorship of local youth, high school and professional sports teams, he is actively involved in giving back to his local community.

Michael Mulligan

Michael D. Mulligan

J.D., ACTEC, Member Lewis Rice LLC
St. Louis, Missouri

Michael D. Mulligan is Co-Chair of the Firm’s Estate Planning Department. He is a principal originator of the estate planning strategy of sale to defective trust for an installment note, which is now widely used by estate planners nationally. Mike has been elected to the Estate Planning Hall of Fame® and has been awarded the Accredited Estate Planner® (Distinguished) designation by the National Association of Estate Planners & Councils. Prior to joining Lewis Rice LLC, he served as a law clerk to the Hon. William H. Webster, then U.S. District Judge, Eastern District of Missouri, subsequently Director of both the Federal Bureau of Investigation and the Central Intelligence Agency.

Mike is currently a member of the Editorial Board The Journal of Taxation, and he was formerly a member of the Editorial Boards of Estate Planning magazine and the Estates, Gifts & Trusts Journal. He has written numerous articles for these publications and other tax and professional journals. As a respected expert in his practice, he is a frequent lecturer on tax and estate planning subjects, and he has spoken at tax institutes and seminars across the country.

Mike is a fellow of the American College of Trust and Estate Counsel, and he is a member of the Estate Planning Council of St. Louis, the St. Louis Metropolitan Bar Association, the Missouri Bar, and the American Bar Association. He is a member of the Taxation Section and the Real Property, Probate, and Trust Section of the American Bar Association. Additionally, he is a member of the Taxation Section and the Probate and Trust Section of the Missouri Bar, formerly a Chairman of the latter section.

Mike is AV® PreeminentTM Peer Review Rated by Martindale-Hubbell, was selected by his peers for inclusion in Best Lawyers® 1987-2023, and was selected for inclusion in Missouri & Kansas Super Lawyers® 2005 and 2007-2020.

Maria‐Soledad Otero

Partner, Karlin & Peebles, LLP

Maria began her career in the International Assignment Services department of a Big Four accounting firm in Switzerland, consulting with individuals required to deal with multiple taxing jurisdictions. At first in Lausanne and, beginning in 2004, in Los Angeles, Maria worked with a broad range of clients including corporate executives on international assignments, multinational high‐net‐worth individuals and families, business owners and investors. In August 2006, she moved to a well‐known national firm of certified public accountants, with her practice concentrated on cross‐border tax planning and compliance.

Maria joined Karlin & Peebles, LLP in 2011 and became a partner in 2018. She advises on a broad range of international tax and estate planning matters, working with both individuals and families with cross‐border businesses and investments as well as corporate clients seeking to optimize their worldwide effective tax rate and to reduce foreign taxes through tax‐efficient financing, efficient cash management, repatriation of earnings to the U.S. and transfer pricing analyses.

Christine Quigley

Christine Quigley

Practice Group Leader, ArentFox Schiff LLP

Christine Quigley is a Partner and serves as Practice Group Leader of the Private Clients, Trusts and Estates group of ArentFox Schiff LLP. Christine advises affluent individuals and families in wealth transfer planning, tax planning, family office planning, estate and trust administration, charitable planning, and business succession planning. Her clients include principals of private equity, hedge fund, and venture capital firms; owners of closely-held businesses; and executives of public corporations. Christine’s practice focuses on the complex estate and personal planning needs of her clients. She regularly represents entrepreneurial clients who have built significant wealth from the ground up.

Christine is a Fellow of the American College of Trust and Estate Counsel. In addition, she is on the Board of the Chicago Estate Planning Council and formerly chaired the Business Planning Group of the American Bar Association’s Real Property, Trusts and Estates Section. She has been quoted in multiple publications and has written and lectured on a variety of topics that impact her clients, including carried interest planning, family partnerships, tax traps involved in closely held business transactions and business succession issues. Christine received her B.A. from Dartmouth College and her J.D. from Loyola University Chicago School of Law, summa cum laude.

Craig Redler

Craig Redler

J.D., TEP, STEP Orange County Chair Law Offices of Craig S. Redler,
Newport Beach, California

Craig S. Redler has held positions with Amicorp in its offices in Auckland New Zealand and Miami Florida, and Southpac Trust International, Inc. with offices in the Cook Islands and Tauranga New Zealand. His responsibilities included serving as Trustee for off-shore trusts settled by high net-worth clients along with structuring bank accounts throughout various countries in Europe and Asia.

Redler was most recently with the Jeffrey M., Verdon Law Group in Newport Beach California. Prior to that, he was an original shareholder of the Law Offices of Redler & Seigel, P.C., an estate planning, tax planning and trust administration law firm serving the St. Louis metropolitan area. Prior to forming this firm, he was a litigator with Goffstein, Raskas, Pomerantz, Kraus & Sherman, L.L.C. in St. Louis.

Redler has also served as a Legislative Assistant to the Honorable Richard A. Gephardt, Majority Leader, U.S. House of Representatives, and was Systems Engineer for EDS/GM in Detroit Michigan, in addition to being a talk-radio host.

He earned his B.S./B.A degree from the University of Missouri, Columbia and his J.D. degree from the Washington University School of Law.

Redler is admitted to practice in California, Missouri and Illinois. He also is admitted to practice before the U.S. District Court, Eastern District of Missouri; U.S. District Court, Southern District of Illinois; and the U.S. Court of Appeals for the 8th Circuit. He has earned the prestigious designation of Trust and Estate Practitioner (TEP) from the Society of Trust and Estate Planners (STEP) where he serves as Chairman for the Orange County California chapter.

Nicola Saccardo, Avvocato

LL.M., STEP, ACTEC, TIAETL, partner, Charles Russell Speechlys LLP,
London

Nicola Saccardo is a partner of Charles Russell Speechlys LLP. He is admitted to practise in Italy as a lawyer and as a chartered accountant and in England and Wales as a solicitor.

His area of expertise is Italian tax law, with a focus on taxation of trusts, estates and HNWIs; relocation of HNWIs; estate tax planning; and international and EU tax law.

He is the Chair of the Tax Committee of the International Academy of Estate and Trust Law, a member of the International Estate Planning Committee of the American College of Trust and Estate Counsel and the Chair of the International Client Global SIG Steering Committee of STEP.

He is the editor of the International Family Offices Journal and of the book Global Mobility of Ultra-High-Net-Worth Individuals, both published by Globe Law & Business Limited together with STEP. He is the co-editor of the book Family Offices, published by Globe Law & Business Limited together with STEP, and he is the co-editor of the book International Succession Laws, published by Bloomsbury.

John Sandweg

Partner, Nixon Peabody

As the leader of the Cross-Border Risks team, I focus on complex national security, immigration, and Department of Homeland Security (DHS) compliance matters. I also assist with international criminal matters and independent compliance reviews for individuals and companies in the U.S. and abroad. In this capacity. I advise individuals, businesses, governments, and political leaders on how best to achieve their most important objectives.

I tap into my years of experience in leadership positions with U.S. Immigration and Customs Enforcement (ICE) and ens to provide my clients with a unique perspective and strategic advice to ensure compliance with cross-border laws and regulations. I also draw on this experience to help individuals and companies to achieve cross-border investment objectives and overcome barriers to market access.

In my role as the Acting Director of ICE, I led approximately 20,000 employees in every state and 47 countries in the agency’s mission to enhance public safety and border security through the enforcement of federal border control, customs, trade, and immigration laws. I prioritized ICE’s intellectual property enforcement and cybersecurity efforts and worked to improve statistical transparency regarding immigration enforcement.

As the Acting General Counsel of DHS, I served as the chief legal officer for the Department, advising the Secretary and the Department’s senior leadership on all significant legal, policy, and operational issues. Prior to this role, I served as counselor where I provided strategic advice and counsel on operational and policy direction and was a principal architect of the DHS’s immigration, border security, and law enforcement policy.

Ethan Wang

Partner, Grandall Law Firm, Shanghai, China

Ethan is a senior partner at Grandall Law Firm with decades of experience and focuses his practice mainly in family law and wealth planning. Ethan’s clients are usually (super) high net worth persons or families, such as family entrepreneurs, shareholders or the ultimate beneficial owners of public companies, celebrities and etc. He has advised clients on family trust, prevention of risk on family wealth, inheritance of family enterprise and he is also constantly involved in high-profile dispute resolution cases that involve family matters, e.g. divorce, inheritance, custody. In addition, given his widely recognized achievement in family law and wealth planning, Ethan actively works with banks, family offices, insurance companies, foundations and various other institutions in advising the high net worth individuals.

Credentials

  • Ethan is named as one of the top tier lawyers in wealth planning by Chambers High Net Worth Guide 2023;
  • Ethan is named as one of the 15 top tier Chinese lawyers in family wealth planning by LEGALBAND 2022;
  • Ethan is named as one of the top tier lawyers in private wealth management by LEGALBAND for nine consecutive years since 2015.
  • Ethan is the designer of the first “Child Support Trust” in mainland China and the initiator of Family Trust in mainland China in 2013.

Professional Activities

  • Director, Family Wealth Planning Research Center of Grandall Law Firm
  • Part-time professor, Lawyer’s College of China Renmin University
  • Counsel, Private Banking Sector of ICBC on Family Wealth Planning
  • Member, Research Committee of Shanghai Bar Association on Family Law
  • Member of Board, Shanghai EON Intangible Culture Heritage Protection Foundation
  • EMBA Graduate, China Europe International Business School (CEIBS)
Worrell

Megan R. Worrell

Managing Director, Senior Wealth Advisor Global Families Group ,
New York

Megan Worrell is a Senior Wealth Advisor for the Global Families Group. In this role, Megan works with clients and their advisors to develop solutions specific to multi- jurisdictional tax planning, succession planning, trust structuring, and family office matters. She has over twenty years of experience working with international families.

Prior to joining JPMorgan, Megan was a partner at Duane Morris LLP where she served as Vice-Chair of the law firm’s Private Client team, and Head of the team’s International Practice Division. Megan provided international families with US federal income tax and wealth transfer planning advice. Her work involved foreign trusts, pre-immigration and expatriation planning, planning for the purchase of U.S. property by non-U.S. persons, asset transfers, beneficiary conflicts, and information disclosure and compliance issues.

Megan previously worked as an associate for both Lowenstein Sandler PC and McCarter & English, LLP, focusing on domestic estate planning. Prior to law school, she worked with private clients as a Certified Public Accountant at two “Big 4” accounting firms.

Megan is a former Chair of the Society of Trust & Estate Practitioners (STEP), New York Branch. She currently co-chairs the public policy committee for STEP USA. Megan serves on the Private Client Committee of the International Bar Association, is an ACTEC (American College of Trust & Estate Counsel) Fellow and Academician of the International Academy of Estate and Trust Law.

Leslie Wright

Chairman, North America, Bonhams
Los Angeles, California

Leslie joined the company in 1994. She single-handedly built the US Trust and Estates team from ground up and has been a key factor for establishing its high reputation among the estate planning community both in the US and internationally. She has been involved in the consignment of many of the major estates Bonhams has sold, including the Silverman Museum Collection and the Estate of Onnalee Doheny. In November 2020, another of Wright’s consignments, Einige Spitzen (Several Points) by the Russian artist Wassily Kandinsky sold for $3,270,313 at Bonhams Impressionist and Modern Art Sale in New York.

In 2008, Wright assumed responsibility for Bonhams West Coast team where the region has developed exponentially. She has also added new sale categories, most recently Western Art and during the past year successfully led the company’s response to the challenge of the Covid-19 pandemic by transforming the traditional auction sales model to hybrid sales and by growing sales online.

Bonhams CEO Bruno Vinciguerra said: “Leslie has played a crucial leadership role in Bonhams in the US for many years, bonding together the company’s east and west coast operations and helping to extend its footprint and reputation across the whole country. Her new position recognizes her pivotal place in Bonhams’ future development.”

Leslie Wright commented: “It is a great privilege to lead Bonhams to the next step in the US. Bonhams is the most wonderful company. It has a fantastic team of specialists whose expertise constantly astounds me and which will enable us to go from strength to strength.”

Juan Pablo G. Zaragoza

J.D., LL.M., TEP, STEP San Diego Member, Procopio,
San Diego, California

The Balboa Bay Club embodies timeless coastal elegance, nestled along the picturesque shores of Newport Beach. With its stunning waterfront location, luxurious amenities, and impeccable service, the club offers a social haven where members and guests have exclusive access to amenities as well as members-only events, promotions, and preferred pricing for food, drinks, shopping, and spa treatments. Indulge in refined leisure and create lasting memories in an atmosphere of unparalleled sophistication.

Shudan Zhou

J.D., Partner, Norton Rose Fulbright,
New York

Shudan counsels high net worth individuals, trustees, and financial institutions on the US tax implications of wealth transfer strategies, with an emphasis on international income and estate tax planning. She has substantial experience advising clients on all aspects of FATCA and CRS as well as various withholding tax and disclosure regimes. Shudan frequently advises clients on the US tax consequences of expatriation from and immigration to the United States, and of US inbound and outbound investment structures. Shudan also advises on the creation, administration and governance of offshore trust structures.

As a trusted advisor to her clients, Shudan is often called upon to collaborate with other departments at the firm to provide multidisciplinary advice, including investment fund formation, cross-border family office structuring, US tax issues related to US shareholders’ offshore investments and foreign investors’ inbound investment structuring.

Title Sponsor

en_USEnglish