Developing a Global Agenda

Edited by the internationally renowned private-client specialist Richard Pease, Developing a global agenda features contributions from a host of leading industry experts, including Philip Marcovici; John Riches; Monica Bhatia; Richard Hay; Richard Frimston; Michael Cadesky; Nick Jacob; David Wallace Wilson; Professor Jonathan Harris; Professor Jeffrey Schoenblum; Bruch Weatherill; Aron Pervin; Margaret O'Sullivan; Rod Genders; Clive Cutbill; Betsy Brill; Paul Stibbard; Kecia Barkawi; Dr Max Ganado, Arielle Goodley and Tim Prudhoe.

Contents SECTION 1: THE INTERNATIONAL AGENDA Developments in global tax transparency and the need for effective dialogue Supranational initiatives in tax and transparency - the OECD perspective Supranational initiatives and their impact on wealth planning - a practitioner's perspective Global transparency: are you ready? Complex tax structures: the future of tax planning against a background of changes in government policies and public opinion The European Union Succession Regulation (EU) No 650/2012 Trusts and the influence of foreign law: English and offshore perspectives Asset protection from foreign claims and judgments in the United States The Taxpayer's Charter project: a summary SECTION 2: REFLECTIONS The road to responsible finance The value of trust The millennial generation: reshaping the advisory SECTION 3: SPECIALIST TOPICS Mental incapacity, multi-jurisdictional assets and the mobile client: an international perspective Fiduciary management of digital assets Philanthropy in the global village Weaving philanthropy into the family business How civil-law systems absorb trusts Offshore asset recovery and litigation