U.S. Federal Tax and Succession Planning for Non-U.S. Persons Investing in U.S. Private Equity Investments
Bilzin Sumberg's International Tax & Wealth Planning Conference
International Tax & Wealth Planning Conference
November 7, 2019
Using real-life, pragmatic examples and their vast experience in trust and estate planning, Hal J. Webb, Jennifer Wioncek, and Paul D'Alessandro, Jr. provided a comprehensive look at U.S. federal tax and succession planning for non-U.S. persons investing in U.S. private equity investments.
The panel reviewed foreign investor objectives, terms commonly used in private equity settings, tax considerations during foreign investor's lifetime, and planning for the presence of U.S. beneficiaries.
For access to the video, please email communications@bilzin.com.
Related Practices
RELATED PEOPLE
Partner, Head of International Private Client Services
Practice Group Leader, Tax & Private Wealth, Head of Domestic Private Client Services
YOU MIGHT ALSO LIKE
Bilzin Sumberg’s Tax & Private Wealth Group has once again secured its position among Florida’s elite law firms, earning top-tier recognition in the 2025 edition of Chambers High Net Worth, a globally respected guide to the leading professionals serving high-net-worth individuals and...
Bilzin Sumberg expands its Tax and Private Wealth practice with the addition of Mauricio D. Rivero and Adriana O. Ortiz,further strengthens the team's ability to serve clients with sophisticated domestic and cross-border tax, trust, and estate planning needs.
Bilzin Sumberg's Tax & Private Wealth Group has again earned top-tier recognition in the 2026 edition of Chambers High Net Worth, the leading global guide to professionals serving high-net-worth individuals and families.