Speaking Engagements

As an expert in tax planning and conflict resolution for international families, Chris has been a speaker, panelist, moderator, or expert at many professional events. A list of upcoming and past speaking engagements can be found below, indexed by year.

If you are interested in having Chris speak at one of your events, please use the request form here

2011
Thu, May 12, 2011	Domestication and Expatriation of a Trust: Change of Governing Law and Forum of Administrations STEP Pacific Rim Conference, Co-Chair (Panel 4), Shutters Hotel, Santa Monica, CA 1 Pico Boulevard, Santa Monica, CA

2009
Thu, May 7, 2009	Planning and Skills; Offshore and Onshore Trusts The 2nd Annual STEP Pacific Rim Conference, Moderator (Panel 4), San Francisco, CA San Francisco, CA
Thu, October 1, 2009	Advising the Asian Family with US Connections: What We Learned About Transnational Practice in Law School,What We Learned Afterwards and Why It’s All Relevant STEP San Francisco – The Board Room at the Bank of America Tower, San Francisco, CA 555 California Street, San Francisco, CA

2008
Thu, September 11, 2008	Dynasty Trusts… A Legitimate and Powerful Estate Planning Tool or An Economic Threat to the Realm and to the State of California STEP San Francisco Branch meeting on, San Francisco, CA San Francisco, CA

2006
Tue, January 17, 2006	Private Trust Companies — Are They the Answer to the Diversification Problem? Inaugural meeting of the San Francisco Chapter of STEP, Society of Trust and Estate Practitioners,January 17, 2006 , San Francisco San Francisco, CA
Thu, June 15, 2006	Foreign Trusts: Their Distinguishing Features and the Consequences of Their Use – An Update International Law and Trusts & Estates Section of the State Bar of California's "Crossborder, Estate, Financial, and Asset Planning Conference", Ritz-Carlton, Marina Del Rey, CA Ritz-Carlton, Marina Del Rey, CA

2003
Fri, May 16, 2003	State Taxation of Trusts: The Folly of Applying Immutable Rules to a Mutable Relationship HEWM Tax Retreat MacArthur Place, Sonoma, CA
Wed, June 25, 2003	Asia and Beyond — Managing and Exploiting New Risks in the World’s Fastest Growing Market for Life Insurance IBC's Global Life Insurance Forum Fairmont Hotel, Southampton, Bermuda
Mon, September 29, 2003	Management of Investment Asset Basis for Arriving and Departing Aliens – - Time to Reexamine the Assumption that the U.S. is the ‘High Tax’ Jurisdiction? IBC's International Trust & Tax Planning Summit Biltmore Hotel, Coral Gables, Florida
Mon, September 29, 2003	Coming to America . . . What It Means for Your Estate Plan and Your Marital Property Rights IBC's International Trust & Tax Planning Summit Biltmore Hotel, Coral Gables, FL

2002
Tue, June 25, 2002	America’s Quest for a Proper Concept of ‘Insurable Interest’: The Perils of Ignoring the Implications IBC's Global Life Insurance Forum Fairmont Hotel, Southampton, Bermuda
Tue, June 25, 2002	An American Sampler of the Statutory Rights of Spouses and Heirs in Life Insurance Policies and Proceeds — Knowing All Your Clients IBC's Global Life Insurance Forum Fairmont Hotel, Southampton, Bermuda
Tue, October 22, 2002	Investment Directions, Rights and Powers — Pitfalls and Unanswered Questions (The American Perspective) IBC's Offshore Trust & Tax Planning Summit, October 2002, Biltmore Hotel, Coral Gables, FL
Tue, October 22, 2002	Practice Errors in Trust Planning and Administration – What You Don’t Know and Who You Might Not Know Are What Count IBC's Offshore Trust & Tax Planning Summit Biltmore Hotel, Coral Gables, FL

2001
Wed, October 17, 2001	Life Insurance for the Enhancement of Wealth and the Facilitation of Its Transfer IBC's Offshore Trust Summit Biltmore Hotel, Coral Gables FL

1999
Thu, July 22, 1999	Offshore Structures for Business and Personal Use AICPA Conference on Doing Business in Asia Palace Hotel, San Francisco, CA.

1997
Sun, August 3, 1997	Expatriate Tax: Putting a Price on ‘Farewell ABA Section of Real Property, Probate, and Trust Law's Annual Meeting. Expatriate Tax: Putting a Price on 'Farewell was also presented at the Offshore Trusts ’95: Growing Your Share of the $Multi-Trillion International HNWI Market Conference. Center For Business Intelligence. New York City, July 24-25, 1995, New York, New York Hyatt Regency, San Francisco, CA

1997

Sun, August 3, 1997

Expatriate Tax: Putting a Price on ‘Farewell

ABA Section of Real Property, Probate, and Trust Law's Annual Meeting.

Expatriate Tax: Putting a Price on 'Farewell was also presented at the Offshore Trusts ’95: Growing Your Share of the $Multi-Trillion International HNWI Market Conference. Center For Business Intelligence. New York City, July 24-25, 1995, New York, New York

Hyatt Regency, San Francisco, CA

1992
Mon, August 10, 1992	Planning for the International Estate ABA Section of Real Property, Probate and Trust Law's Annual Meeting Grand Hyatt, San Francisco, CA

1991
Fri, September 27, 1991	Client Migration to the United States: How To DoIt and What It Costs — A Consideration of Immigration and Tax Issues 3rd Biennial Conference of the Cayman Islands Bankers Association George Town, Grand Cayman, C.I.

1990
Thu, May 17, 1990	Selection of a Tax Favored Jurisdiction for U.S. Investment: Analyzing the Protections and the Costs ABA Sction of International Law and Practice / Section of Real Property, Probate and Trust Law, National Institute Le Parker Meridien, New York, NY

1989
Thu, June 1, 1989	Federal Tax Planning for Non-US Family Members Hawaii State Bar Association and Hawaii Institute for Continuing Legal Education, 2nd Annual Financial and Estate Planning Program (month and day of this event may not be accurate) Honolulu, HI