With over 30 years’ experience that includes U.S. tax & regulatory law and multi-jurisdictional compliance issues globally, John is a seasoned professional in international wealth transfer planning. He represents ultra-high net worth families and family-controlled businesses throughout the world with respect to U.S. federal income, gift and estate tax issues, especially as they apply to trusts, foundations and other fiduciary structures. He is a frequent presenter on cross-border US tax issues and is the current chair of the ABA ILS International Tax sub-committee. John has been at the forefront of the
evolution of the Foreign Account Tax Compliance Act (FATCA) and the OECD’s Common Reporting Standards (CRS), especially as they apply to trusts, foundations and other fiduciary structures. This extensive understanding of FATCA & CRS, combined with a background in regulatory issues of compliance management, gives him unique insights into managing and controlling risk and structuring fiduciary products in a highly efficient and compliant manner.