Articles
- Changes to New Zealand Trust Law – Bethan Boscher – GGI INSIDER Issue No. 94 – March 2018 (130.5 kB)
- The Trust Instrument and the New Res-Non-Dom Italian Regime – Prof Stefano Loconte & Francesca Paulon – GGI INSIDER Issue No. 92 – November 2017 (130.5 kB)
- Overview of Italian Use and Taxation of Trusts – Prof Stefano Loconte – GGI INSIDER Issue No. 86 – November 2016 (104.1 kB)
- The Pitfalls of Multi-Jurisdictional Wills – Robert Worthington – GGI INSIDER Issue No. 85 – September 2016 (203.4 kB)
- Islamic Trust (Endowment) or WAQF – Mohammed Aweidah – GGI INSIDER Issue No. 84 – July 2016 (141.6 kB)
- Why Expatriating from the United States Requires Careful Tax Planning – Sarah B. Sindledecker – GGI INSIDER Issue No. 82 – March 2016 (112.9 kB)
- Rent-Free Use of Trust Property: A Trap for Unwary U.S. Beneficiaries of Foreign Trusts – Cantor & Webb P.A. – GGI FYI Real Estate News – Issue No. 1 – March 2012 (1.2 MB)
- The Structure of the TEP PG Leadership Team – GGI INSIDER Issue No. 62 – November 2012 (600.0 kB)
- Important Aspects of the Amendments to the Legislation on Trusts – Oliver Munoz – GGI INSIDER Issue No. 63 – January 2013 (1.4 MB)
- The Use of Family Limited Partnerships in the Context of UK Tax and Estate Planning – Camilla Wallace – GGI INSIDER Issue No. 64 – March 2013 (521.4 kB)
- Blocking a Family Member’s Involvement in a Business – Sergio Guerrero Rosas – GGI INSIDER Issue No. 65 – May 2013 (64.6 kB)
- Royal Court Awaits Hastings-Bass Ruling – Nigel Pearmain & Daniel Walker – GGI INSIDER Issue No. 65 – May 2013 (192.0 kB)
- The New Peril of Incorporated Contractors in Canada – Robert R. Worthington – GGI INSIDER Issue No. 67 – September 2013 (185.8 kB)
- U.S. Tax Issues Hidden in Foreign Trust Inventories – Kathryn von Matthiessen – GGI INSIDER Issue No. 70 – March 2014 (144.8 kB)
- Key Estate Planning Issues for Foreign Residents in Mexico – Prof Sergio Guerrero Rosas – GGI INSIDER Issue No. 71 – May 2014 (65.2 kB)
- Cross-Border Inheritance Tax Problems within the European Union – Henry Charles – GGI INSIDER Issue No. 72 – July 2014 (70.8 kB)
- Trustees’ Duties to Disclose Information to Beneficiaries – Robert Worthington – GGI INSIDER Issue No. 73 – September 2014 (72.1 kB)
- UK Private Company Ownership Going Public – Threat or Opportunity? – Mark Pattimore – GGI INSIDER Issue No. 74 – November 2014 (77.0 kB)
- The Debate Surrounding Swiss Lump Sum Taxation and the Importance of the Use of Trusts – Thomas Brunner – GGI INSIDER Issue No. 75 – January 2015 (60.7 kB)
- Henry Charles Strengthens Practice Group as European Regional Chair – GGI INSIDER Issue No. 76 – March 2015 (59.0 kB)
- Trust Letters of Wishes – a Trust Officer’s View – Brian Hatton – GGI INSIDER Issue No. 76 – March 2015 (135.8 kB)
- Taxation of Trusts and Estates in Mexico – Prof Sergio Guerrero Rosas – GGI INSIDER Issue No. 77 – May 2015 (125.1 kB)
- When is a Trust Not a Trust for Tax Purposes? When It Is a “Sham” – Timothy W. Clarke – GGI INSIDER Issue No. 78 – July 2015 (113.2 kB)
- Challenging an English Will – Jessica Bermingham – GGI INSIDER Issue No. 79 – September 2015 (159.6 kB)
- The New UK Succession Rules – A Brief Overview – David J Kidd – GGI INSIDER Issue No. 80 – November 2015 (142.0 kB)
Documents related to GGI PG meetings
Agenda
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Minutes
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Presentation
- 2023-10 GGI World Conference Lisbon – TEP PG – The Liechtenstein Foundation – Sebastian Auer (980.1 kB)
- 2023-06 GGI North American Regional Conference Beverly Hills, CA – TEP PG – Valuation Issues in Estate and Gift Tax Matters – Harry Cendrowski (4.7 MB)
- 2023-06 GGI North American Regional Conference Beverly Hills, CA – TEP PG – Succession & Exit | Strategies for Private Companies – Chris Manderson (2.4 MB)
- 2023-06 GGI North American Regional Conference Beverly Hills, CA – TEP PG – Recent Canadian Taxation Changes That Affect Canadian Trusts, Estates and Their Beneficiaries – Kim G C Moody (676.3 kB)
- 2023-06 GGI North American Regional Conference Beverly Hills, CA – TEP PG – Corporate Transparency Act | Beneficial Ownership Reporting (BOI) – John Lewis II (369.6 kB)
- 2023-05 GGI European Regional Conference Amsterdam – TEP PG – Succession of family businesses – Tom Meuleman (2.1 MB)
- 2023-05 GGI European Regional Conference Amsterdam – TEP PG – REV Ruling 2023-2 – Darlene Hart (361.1 kB)
- 2023-05 GGI European Regional Conference Amsterdam – TEP PG – Offshore trusts UK tax implications for UK resident beneficiaries – Sati Virdee (291.1 kB)
- 2023-05 GGI European Regional Conference Amsterdam – TEP PG – The Corporate Transparency Act – Harry Cendrowski (212.6 kB)
- 2022-10 GGI World Conference Montreal, QC – TEP PG – Preparing for the Uncertainly Certain – Raul Lara (546.9 kB)
- 2022-10 GGI World Conference Montreal, QC – TEP PG – Legal and tax considerations of inheritances in Spain – Carlos Frühbeck (479.4 kB)
- 2022-10 GGI World Conference Montreal, QC – TEP PG – The Malta CAA and IRS Dirty Dozen – Darlene Hart (681.3 kB)
- 2022-10 GGI World Conference Montreal, QC – TEP PG – Common Canadian Estate Planning Tools for High Net Worth Individuals and Non-Residents Holding Canadian Assets – Kim Moody (430.6 kB)
- 2022-06 GGI North American Regional Conference Washington, DC – TEP PG – Update on TEP in the UK – Alan Rajah (689.0 kB)
- 2022-06 GGI North American Regional Conference Washington, DC – TEP PG – What Happens if a Person Dies Holding Canadian Assets? – Kim G C Moody (397.6 kB)
- 2022-06 GGI North American Regional Conference Washington, DC – TEP PG – Real State; Mexican Restricted Area – Prof Sergio Guerrero Rosas (12.7 MB)
- 2022-06 GGI North American Regional Conference Washington, DC – TEP PG – Qualified Small Business Stock Exclusion and Transfer Planning – Harry Cendrowski (101.2 kB)
- 2020-06 GGI Trust & Estate Planning PG Webinar – US LLC Foreign Corporate/Trust Structures (Darlene Hart) (507.8 kB)
- 2020-06 GGI Trust & Estate Planning PG Webinar – The Use of Italian Companies for Wealth Planning (Angela Cordasco & Beatrice Molteni) (271.7 kB)
- GGI World Conference Vienna 2017 – TEP PG – The Future of Trusts – A Canadian Perspective – Robert Worthington (460.8 kB)
- GGI World Conference Vienna 2017 – TEP PG – Pre-Mortem Validation of Trusts in the United States – William M. Kelleher (583.6 kB)
- GGI World Conference Vienna 2017 – TEP PG – Presentation – Henry Charles (755.9 kB)
- GGI World Conference Vienna 2017 – TEP PG – The Trust of the Future – Delaware (714.3 kB)
- GGI World Conference Bangkok 2016 – TEP PG – Issues Faced by Families with Cross-Border Estates (427.7 kB)
- GGI World Conference Bangkok 2016 – TEP PG – The Heritage Financial Services Group (695.3 kB)
- GGI World Conference Bangkok 2016 – TEP PG – Current Tax Issues Faced by Families with Cross-Border Estates (Henry Charles) (622.2 kB)
- GGI World Conference Bangkok 2016 – TEP PG – Presentation – Henry Charles (635.6 kB)
- GGI NA Regional Conference Chicago 2016 – TEP PG – Private Client Practice and the Need for Technology to Cope with Compliance – Steven L. Cantor (7.4 MB)
- Non-Residents Investing in UK Property – Henry Charles (92.2 kB)
- Inheritance (Non-) Taxation Trusts – Czech Republic (459.2 kB)
- Death in Two Countries – Dennis Nerland (128.8 kB)
- Death in Two Countries – Guernsey (63.7 kB)
- Death in Two Countries – Pre Death Planning Tips – Henry Charles – UK (1.2 MB)
- Death in Two Countries – Graham Busch – UK (324.9 kB)
- Death & Taxes – Australia (105.9 kB)
- TEP PG – Planning Presentation (176.6 kB)