International Tax Planning

Brent chats with Reetu Pepoff about the ins and outs of international tax planning for cross border estate planning clients. They discuss the different income, gift, and estate tax rules and common ways to effectively plan. Reetu Pepoff is an Assistant General Counsel and Senior Vice President within the Legal Department at Northern Trust Chicago. Her role includes all aspects of advising Northern’s fiduciary practice, with particular focus on avoiding conflicts of interest, supervising litigation involving Northern in its fiduciary capacity, and administering foreign and directed trusts.  Reetu also dedicates a significant portion of her time to supporting Northern’s international fiduciary practice, working with partners to administer offshore trusts and deliver fiduciary services through Northern’s affiliate in the Cayman Islands, Northern Trust Cayman International, Ltd. She is also an adjunct professor of law at the Northwestern Pritzker School of Law. She can be found at [email protected], and (312) 444-4977. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of Northern Trust or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.