Speaker: Joseph A. Field, Senior Counsel Wednesday, October 14, 2020 Not able to attend on the live date and time? |
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This presentation will deal with a number of topics, including what is special for the American practitioner about international families, and what it is they are looking for from their advisor. We will briefly review how they achieve these goals and the tools that are employed to get them there. We will also look at some of the impediments which have arisen in recent years and some particular problems associated with COVID. The program will end with some speculation on where we are headed and a few conclusions.
Joe Field represents international families on structuring their estate planning as well as financial institutions on a variety of financial services, particularly with respect to life insurance. He was the recipient of the Private Asset Management Outstanding Achievement Award for 2018; recipient of the Founders' award for outstanding achievement from the Society of Trust and Estate Practitioners (STEP); and Head of International Special Interest Group for the Society of Trusts & Estates Practitioners (STEP) 2018-2020.
Mr. Field is a graduate of Princeton University (AB Magna cum Laude) and the Columbia School of Law (JD). He is a member of the California Bar, the New York Bar and the Bar of the District of Columbia. While in France, he was a Conseil Juridique and was a Registered Foreign Lawyer in the United Kingdom and Hong Kong.
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10 Feb 2021 NAEPC Webinar - Post-Election Estate Planning |
02 Mar 2021 Chapter Webinar - Medicare, Medicaid & Health Care Cost Considerations during Retirement |
10 Mar 2021 NAEPC - Diversity, Equity and Inclusion |
21 Apr 2021 NAEPC Webinar - TBD |
11 May 2021 Chapter Webinar - Changes to Estate Planning as a Result of the COVID-19 Pandemic |
12 May 2021 NAEPC - 529 Planning |
09 Jun 2021 NAEPC Webinar - Tax-Smart Charitable Giving, Especially with Retirement Assets |
14 Jul 2021 NAEPC Webinar - TBD |