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Articles and Presentations

 

 

PAULA M. JONES speaks frequently and has authored several articles in prominent tax law journals.  Please contact her if you are interested in having her speak at your event or write for your publication.  Below is a list of her most recent articles and speaking engagements.

  • Estate Planning for the Multinational Client, Financial Planning Association, Webinar, November 2021
  • Changes on the Horizon: U.S. Estate Law, STEP Jersey Annual Meeting, Jersey, Channel Islands, October 2021
  • Estate Planning for Multinational Clients, Financial Planning Association Annual Conference, Columbus, OH, September 2021
  • “New York’s New Power of Attorney Law is a Welcome Change”, International Bar Association, Private Client Newsletter, August 2021
  • Basis for U.S. Estate Tax in the Cross-Border Context”, Montgomery County EP Council Winter/Spring 2021
  • Cross-Border Estate Settlement with U.S. Interests, Thursday Think Tank, New York State Bar Association, April 2021
  • “U.S. Estate Tax Planning in the Cross-Border Context”, Financial Planning Association,  Journal of Financial Planning, April 2021
  • U.S. Estate and Income Tax in the Cross-Border Context, Society of Trust and Estates Practitioners, Barbados Chapter, March 2021
  • U.S. Estate and Income Tax in the Cross-Border Context, Society of Trust and Estates Practitioners, Western Australia Chapter, March 2021
  • Cross-Border Estate Settlement with U.S. Interests, Society of Trust and Estates Practitioners, Geneva, Switzerland February 2021
  • Fundamentals of International Estate Law, Wilmington Trust Company, January 2021 (Webinar)
  • Q&A on U.S. Estate, Gift and Trust Laws, October and December, 2020
  • Cross-Border Estate Settlement with U.S. Interests, April, 2020
  • Estate Settlement in Pennsylvania, January 29, 2020
  • International Estate Planning for Expatriates, Singapore, November 5, 2019
  • U.S. Estate Law, American Chamber of Commerce, Saigon, Vietnam, November 4, 2019
  • International Estate Law, October 10, 2019
  • International Estate Law, Teleconference, October 10, 2019
  • A Review of U.S. Estate and Income Tax Issues for Hong Kong Individuals, Teleconference, August 2019
  • U.S. Estate and Income Taxation for U.S. Citizens in Singapore, Teleconference, June 2019
  • Overcoming Bias in the Workplace, Princeton Bar Association, October 31, 2018
  • Five Myths That Inhibit Workplace Equality, May/June 2018, The Pennsylvania Lawyer, Pennsylvania Bar Association
  • International Estate Planning, Delaware State Estate Planning Council, Wilmington, Delaware, March 2018
  • Tax Cuts and Jobs Act and its Impact on Estates and Trust, BKR International, Teleseminar, February 2018
  • Tax Cuts and Jobs Act, BKR International, Teleseminar, November 2017
  • International Estate Planning, US Trust Company, Princeton, New Jersey, October 2017
  • International Estate Planning, Montgomery County Estate Planning Council, Gwynedd, Pennsylvania, October 2017
  • Should I Stay or Should I Go? Expatriation and Pre-Immigration Planning, BKR International, Teleseminar, May 2017
  • Top Five Hottest Topics in International Estate Planning, Philadelphia Estate Planning Council Newsletter, January 2017
  • International Estate Planning for the High Net Worth Individual, BKR International, Teleseminar, October 2016
  • International Estate and Income Tax Issues for the EB-5 Investor, Webinar, May 2016
  • International Estate Planning, Columbia University, Guest Lecture in Masters of Business Administration Program, New York, March 2015 – present
  • International Estate Planning, Rutgers University School of Law, Guest Lecture, Camden, June 2014
  • International Estate Planning, Philadelphia Bar Association, Philadelphia, June 2014
  • Top International Estate Planning Issues for Advisers, The Legal Intelligencer, February 2014
  • Estate and Income Tax Issues for the Multinational Executive, Society of Human Resource Management, Annual Conference & Exhibition, Chicago, June 2013
  • International Estate Planning, Bryn Mawr Trust Breakfast Series, Bryn Mawr, June 2012
  • Tax Law Issues for the Business Immigration Practitioner, American Immigration Lawyers Association Annual Conference, Las Vegas, May 2012
  • International Estate Planning, Temple University School of Law, Guest Lecture, Philadelphia, Masters of Law Program, February 2012
  • Charitable Giving with the Multinational Donor, Philanthropic Planning Group of Greater New York, New York, February 2012
  • U.S. Real Estate Investment by Foreigners: Ownership Options, IFC Review, January 2012
  • Estate and Income Tax Issues for the Multinational Executive, Society of Human Resource Management, Annual Conference & Exhibition, Las Vegas, June 2011
  • Soften the HEARTs Blow: The New Expatriation Tax, Trusts and Estates, November 2009