The firm is proud to sponsor STEP OC’s 12th Annual Institute on Tax, Estate Planning, and the World Economy. This year’s event will take place at the Balboa Bay Club in Newport Beach, California from February 15-17, 2024.
Cynthia Brittain and Maria-Soledad Otero will present several key sessions at this conference, including a special master class on China/U.S. planning considerations, as well as a study of considerations for U.S./UK and U.S./Mexico.
Click here for more information and to register for the conference.
This event can also be shared in Mandarin. Click here to view the invitation in Mandarin.
Click below to watch a video with Cynthia Brittain describing her session at the STEP OC Institute.
Michael Karlin will present “The Fog: The Interaction of Treaties & Domestic Tax Law” at the American Bar Association Tax Section Midyear Tax Meeting with members of the Tax Section. The presentation is taking place at the Hyatt Regency in San Francisco, California on January 19, 2024.
The firm is proud to sponsor the USC Gould School of Law 2024 Tax Institute, taking place at the Sheraton Grand Los Angeles from January 22-24, 2024. The three-day Institute connects tax professionals and addresses the cutting-edge tax issues affecting the industry. Partner Cynthia Brittain sits on the Institute’s planning committee.
For more information and to register for the conference, click here.
The firm is pleased to announce that Jane Peebles was recognized by Thomson Reuters on its "Top 50: 2024 Women Southern California Super Lawyers” list. This distinction is granted to the most elite lawyers in the region who received the highest ratings during the selection process. Jane was named among the top 50 “Super Lawyers” out of thousands of applicants.
Congratulations, Jane on this well-deserved honor.
On January 31, 2024, Michael Karlin, Cynthia Brittain, and Maria-Soledad Otero will be speaking at the CalCPA International Tax Virtual Conference. Michael Karlin and Cynthia Brittain will first present “Estate Planning (and Not Planning) for Foreign Persons with U.S. Assets” at 1:20 p.m. PT, followed by Maria-Soledad Otero and Cynthia Brittain presenting “How to Deal with Foreign Trusts with California Beneficiaries” at 2:10 p.m. PT.
To register for the conference, click here.
Karlin & Peebles is pleased to announce that attorneys Michael Karlin, Jane Peebles, Maria-Soledad Otero, and Cynthia Brittain have been named to the 2024 Southern California “Super Lawyers” list by Thomson Reuters in the following categories:
The “Super Lawyer” list annually honors attorneys who have attained outstanding professional achievement and peer recognition, and is bestowed upon top lawyers across more than 70 practice areas nationwide. The award is the culmination of a rigorous process of independent research, peer nomination, and peer review.
Michael Karlin will present “Planning For Foreign Investment in US Real Estate” at NYU’s 82nd Institute on Federal Taxation in Berkeley California on Sunday, November 12, 2023. The panel addresses practical planning techniques for investment by individuals and institutional foreign investors, including reit structures that can be especially advantageous in certain circumstances.
Karlin & Peebles, LLP received two national rankings and one regional ranking in the 2024 Edition of "Best Law Firms" by Best Lawyers®. The firm garnered a National Tier 2 ranking for Trusts & Estates Law - Tax Law and a Metropolitan Tier 1 for Los Angeles (highest regional tier) in both Tax Law and Trusts & Estates Law. "Best Law Firms" rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations and peer review from leading attorneys in the field.
On November 3, 2023, Cynthia Brittain will present “The Supercharged QDOT” at the California Lawyers Association’s 2023 Tax Annual Meeting. The presentation will explore the use of QDOT provisions in trusts, ensuring unitrust treatment, and allowing the allocation of gains to “income” since capital gains are taxed at 40% otherwise.
To register for the conference, click here.
On, November 30, 2023, Cynthia Brittain will moderate a panel “A resurgence for offshore trusts? An onshore perspective about whether the pendulum is shifting” at the 2023 STEP Bermuda Conference. The panel will talk about why legacy advisors are so important, embracing the foreign non-grantor trust, and when to consider operating companies and possible elections.
To register for the conference, click here.
Cynthia Brittain was recently quoted in the Financial Planning article “Raymond James study: What rich clients need in estate planning,” which examines the most in-demand estate planning services as well as areas where advisors can help fill in any servicing gaps.
According to Cindy, one of the most prominent concerns among wealthy clients is succession planning for tax purposes and in relation to family dynamics. “One of the most common questions clients ask is when their children should be involved in a family business and/or finances,” she shares. She continues on to explain that she encourages clients to involve their children as soon as possible, noting that “The sooner you can help children become good stewards of their wealth, the lesser the likelihood of a bad tax outcome, or more importantly, costly and frustrating litigation down the line.”
Michael Karlin, Maria-Soledad Otero, and Jane Peebles have been selected for inclusion in the 2024 edition of "The Best Lawyers in America." Michael, Maria, and Jane were all recognized for the practice areas of Tax Law and Trusts and Estates
Additionally, Joohee Jung was named to the 2024 edition of “Best Lawyers – Ones to Watch” for Tax Law.
For over 40 years, “Best Lawyers” has been universally recognized as one of the most respected guides to the legal industry due to its rigorous peer-review selection process.