His clients include individuals, private banking groups, trust companies, estate trustees, as well as private trusts, charities, and foundations. (devrieslitigation.com)
~ Professional REALTOR ® agent representation and help for home and property owners, private trust estate representatives, estate administrators, executors and heirs, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, bankers, and individuals, with listing and sale of homes and properties at Orange County CA. (newportcoastlive.com)
Annual International Tax & Wealth Planning Conference In 2017, Bilzin Sumberg held its first annual International Tax & Wealth Planning Conference, which covered current topics such as U.S. income tax planning for bona fide residents of Puerto Rico, cross-border tax planning using Malta pension plans, the use of private trust companies in the U.S. and abroad, and pre-immigration planning for EB - 5 investor visas and beyond. (bilzin.com)