Massive Proposed Changes in US Federal Estate and Gift Tax laws, Combined with Escalating State Taxes,  Signal Overhaul of Estate and Income Tax Planning Techniques with Pillsbury Law
About this webinar
During this session, Chambers HNW Editor, Simon Christian, will be joined by Jennifer Jordan McCall, Partner of Pillsbury Winthrop Shaw Pittman LLP, Christopher B. Lacaria, Counsel of Pillsbury Winthrop Shaw Pittman LLP, Matthew Perotti and Megan L. Jones, Associates of Pillsbury Winthrop Shaw Pittman LLP to discuss the following key areas:
Tax structuring and estate planning considerations relating to:
•  Federal Estate & Gift Tax rises on High Net Worth US citizens and residents
•  Increases in State Income Taxes in States like New York and California
• Wealth Tax proposals
Event Details:
3:30 PM - 4:15 PM
Jennifer Jordan McCall, Partner - Pillsbury Winthrop Shaw Pittman LLP
Jennifer Jordan McCall, chair of Pillsbury’s Estates, Trusts & Tax Planning practice and co-leader of both the Private Wealth and the Litigation – Estates, Trusts and High Net Worth Individuals teams, is a leading authority on U.S. and international gift and estate planning and litigation. In her legal practice, she crafts tax-savings business succession and estate transfer plans that preserve wealth and enhance family relationships. Jenny is consistently recognized as a leading lawyer globally, nationally and in Northern California and New York. She is admitted to practice law in California,Floridaand New York. Jenny received her undergraduate degree from Princeton University with honors, a J.D. from the University of Virginia School of Law, and an L.L.M. (Master of Laws in Taxation) from New York University School of Law.
Christopher B. Lacaria, Counsel - Pillsbury Winthrop Shaw Pittman LLP
Christopher Lacaria serves as trusted counsel to individuals and families on the stewardship of their most important legacies, with a particular emphasis on trusts, estate and tax planning, business succession, philanthropy and complex trust and estate administration. Chris works often with founders, and founder- and family-led businesses in the technology, health care, energy, consumer, and real estate industries, on estate planning, business succession, and next-generation planning. He also has extensive experiencing advising private equity and hedge fund principals and other financial professionals on the tax-efficient structuring of their complex fund interests and other assets. His clients have included high-net-worth individuals, families of multigenerational wealth, business owners, private investors, family offices and individual and corporate fiduciaries.
Matthew Perotti, Associate - Pillsbury Winthrop Shaw Pittman LLP
Matthew is experienced in federal and California tax and estate planning matters. He guides clients through complex wealth transfer strategies, including gifts/sales to intentionally defective grantor trusts, grantor retained annuity trusts, spousal lifetime access trusts, transfers to charitable remainder trusts, transfers of qualified small business stock (QSBS), and transfers with sensitive California property tax issues. Matt is licensed in California and practices out of the Silicon Valley office.
Megan Jones, Associate - Pillsbury Winthrop Shaw Pittman LLP
Megan L. Jones focuses her practice on advising individuals, family offices and companies on tax,estateand succession planning, both domestically and internationally. Her work encompasses simple estate plans, more complexincomeand estate tax matters, along with multinational structures. She also advises individuals,investorsand companies on residency issues. Megan has extensive experience in the technology industry, advising both entrepreneurs and companies on a variety of matters. Her expertise extends from the start-up phase, through a recognition event, to public company or public company executive. Previously an investment banker, working on mergers and acquisitions and public and private securities offerings, Megan brings a rounded perspective to sophisticated client issues. She has also done extensive work in the cryptocurrency space, focusing on taxation among other issues.
Editor, Chambers High Net Worth - Chambers and Partners
Simon was a researcher and later a deputy editor on the Chambers UK team, before becoming editor of the Chambers High Net Worth guide. He has an LLB in Laws from University College London. He also studied for the BPTC at City Law School and was Called to the Bar at Middle Temple.
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