Articles & Presentations
October 2025
U.S. Cross Border Estate Settlement Issues, STEP Barbados, Bridgetown, Barbados
October 2025
Planning for Dual Citizenship, Money Roots Podcast
September 2025
U.S. Issues in Estate Law for U.K. Practitioners, STEP Scotland, Webinar
September 2025
One Client, Two Countries: Italy and the U.S., STEP Cross Border Special Interest Group Webinar Series
April 2025
International Estate Law; Thursday Think Tank, Webinar
March 2025
Cross-Border Estate Planning, Move to Europe Podcast, Plan First Wealth
November 2024
U.S.A. Tax Update, STEP Arabia Conference, Dubai, United Arab Emirates
November 2024
International Estate Planning; Estate Planning Council of New York, New York, New York
October 2024
Representing the Moden Family – International Estate Issues, New York State Bar Association, Trusts and Estates Section, Webinar
September 2024
U.S. – U.K Estate Issues, We’re the Brits in America, Podcast
August 2024
Navigating Estate Planning with International Assets, Financially Ever After Podcast
June 2024
Cross-Border Estate Planning: Know Enough to be Dangereuse, Philadelphia Bar Association, Probate & Trust Section, Webinar
May 2024
Estate Planning for the Cross-Border Client, FPA – New Jersey Chapter, Somerset, New Jersey
April 2024
Estate Planning for the Multinational Client, New York State Bar Association, Trusts and Estates Section Spring Conference, Sonoma, California
March 2024
Estate Planning for the Multinational Client, FPA – International Knowledge Circle, Webinar
January 2024
Cross-Border Estate Settlement with U.S. Interests, Global Financial Planning Institute, Webinar
January 2024
The Ins and Outs of Changing Trust Situs, Global Financial Planning Institute Annual Conference, Miami, Florida
November 2023
Estate Planning: Wealthy or Not, Association for Financial Counseling & Planning Education Annual Conference, New Orleans, Louisiana
September 2023
Representing the Multinational Client, Thursday Think Tank, Webinar
September 2023
Estate Planning for the Multinational Client, Financial Planning Association Annual Conference, Phoenix, Arizona
April 2023
Your Estate Matters: Wealthy or Not, Association of Certified Financial Advisors, Webinar
December 2022
U.S. Estate Tax in the Cross-Border Context, Florin Pensions Panel Discussion, Webinar
June 2022
Recent Developments in the U.S.A., IBA Private Client Conference, London, United Kingdom
December 2021
Basis for U.S. Estate Tax in the Cross-Border Context, Montgomery County EP Council, Philadelphia, Pennsylvania
November 2021
Estate Planning for the Multinational Client, Financial Planning Association, Webinar
October 2021
Changes on the Horizon: U.S. Estate Law, STEP Jersey Annual Meeting, Jersey, Channel Islands
September 2021
Estate Planning for Multinational Clients, Financial Planning Association Annual Conference, Columbus, Ohio
August 2021
“New York’s New Power of Attorney Law is a Welcome Change”, International Bar Association, Private Client Newsletter, Article
April 2021
U.S. Estate Tax Planning in the Cross-Border Context”, Financial Planning Association, Journal of Financial Planning, Article
April 2021
Cross-Border Estate Settlement with U.S. Interests, Thursday Think Tank, Webinar
March 2021
U.S. Estate and Income Tax in the Cross-Border Context, STEP, Western Australia Chapter, Webinar
March 2021
U.S. Estate and Income Tax in the Cross-Border Context, STEP, Webinar
February 2021
Cross-Border Estate Settlement with U.S. Interests, STEP, Geneva, Webinar
January 2021
Fundamentals of International Estate Law, Wilmington Trust Company, Wilmington, Delaware
October 2020
Q&A on U.S. Estate, Gift and Trust Laws, Jones Estate Group Webinar Series
April 2020
Cross-Border Estate Settlement with U.S. Interests, Jones Estate Group Webinar Series
January 2020
Estate Settlement in Pennsylvania, Jones Estate Group CLE Webinar
November 2019
U.S. Estate Law, American Chamber of Commerce, Saigon, Vietnam
November 2019
International Estate Planning for Expatriates, The America Club Singapore
October 2019
International Estate Law, Jones Estate Group Webinar Series
August 2019
A Review of U.S. Estate and Income Tax Issues for Hong Kong Individuals, Jones Estate Group Webinar Series
June 2019
U.S. Estate and Income Taxation for U.S. Citizens in Singapore, Jones Estate Group Webinar Series
October 2018
Overcoming Bias in the Workplace, Princeton Bar Association, Princeton, New Jersey
May 2018
Five Myths That Inhibit Workplace Equality, The Pennsylvania Lawyer, Pennsylvania Bar Association, Article
March 2018
International Estate Planning, Delaware State Estate Planning Council, Wilmington, Delaware
February 2018
Tax Cuts and Jobs Act and its Impact on Estates and Trust, BKR International, Webinar
November 2017
Tax Cuts and Jobs Act, BKR International, Webinar
October 2017
International Estate Planning, Montgomery County Estate Planning Council, Gwynedd, Pennsylvania
October 2017
International Estate Planning, US Trust Company, Princeton, New Jersey
May 2017
Should I Stay or Should I Go? Expatriation and Pre-Immigration Planning, BKR International, Webinar
January 2017
Top Five Hottest Topics in International Estate Planning, Philadelphia Estate Planning Council Newsletter, Article
October 2016
International Estate Planning for the High Net Worth Individual, BKR International, Webinar
March 2015
International Estate Planning, Columbia University, Guest Lecture in Masters of Business Administration Program, New York, New York
June 2014
International Estate Planning, Philadelphia Bar Association, Philadelphia, Pennsylvania
June 2014
International Estate Planning, Rutgers University School of Law, Guest Lecture, Camden, New Jersey
February 2014
Top International Estate Planning Issues for Advisers, The Legal Intelligencer, Article
June 2013
Estate and Income Tax Issues for the Multinational Executive, Society of Human Resource Management, Annual Conference & Exhibition, Chicago
June 2012
International Estate Planning, Bryn Mawr Trust Breakfast Series, Bryn Mawr
May 2012
Tax Law Issues for the Business Immigration Practitioner, American Immigration Lawyers Association Annual Conference, Las Vegas
February 2012
Charitable Giving with the Multinational Donor, Philanthropic Planning Group of Greater New York, New York
February 2012
International Estate Planning, Temple University School of Law, Guest Lecture, Philadelphia, Masters of Law Program
January 2012
U.S. Real Estate Investment by Foreigners: Ownership Options, IFC Review
June 2011
Estate and Income Tax Issues for the Multinational Executive, Society of Human Resource Management, Annual Conference & Exhibition, Las Vegas
November 2009
