Overview
Leigh-Alexandra Basha and Elise McGee are speaking at the 19th Annual International Estate Planning Institute hosted by the New York State Bar Association and STEP NY on March 14, 2024. The annual event brings together trust and estate practitioners, bankers and accountants from around the world to discuss developments regarding cross-border estate planning with a US component.
Leigh will present on the “Golden Visa & Mobility” panel, discussing considerations around relocating to the US for additional residency and citizenship options.
Elise will present on the “Family Office” session, discussing what a family office looks like, how to set them up, where they should be based and what clients really need.