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Representing the International High Net Worth Client

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ABA Section of International Law 2012 Spring Meeting

American Bar Association Section of International Law

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Partner:: American Bar Association Section of International Law
Location:: Grand Hyatt
New York, NY
Event Date:: 04.19.12
Speakers:: Donna Barwick,; Evelyn Capassakis,; Stephanie E. Heilborn,; Wayne Pearson
Tags:: aba; international law; international relations; financial services; financial

Summary: Representing an international high net worth client is becoming increasingly complicated, due to regulatory burdens (such as the U.S. Foreign Account Tax Compliance Act) and highly-publicized lawsuits against banks, which have bred mistrust of lawyers and financial advisors. How can law firms and financial institutions obey the rules with a minimum of disruption to clients and to their own businesses? This program will address what the professional advisor and client need to know about the rules before entering into a client relationship, how these rules will affect new business development, how to overcome cultural differences in willingness to share information and expectations of confidentiality, and how to turn new regulatory regimes into a competitive advantage for your firm."

Bio

Donna Barwick

Donna Barwick is Senior Fiduciary Officer at Wilmington Trust.

Evelyn Capassakis

Evelyn Capassakis works for Price Waterhouse Coopers LLP.

Stephanie E. Heilborn

Stephanie Heilborn, a partner with Fulbright & Jaworski L.L.P.'s Trusts and Estates group in the New York office, has been practicing law for over a decade. She has extensive experience in the implementation of complex tax-planning strategies and international tax and estate planning and has counseled some of the world's wealthiest families and largest financial institutions. Stephanie also assists in the formation of and provision of corporate and tax advice to private foundations and other tax-exempt organizations. She has written and lectured frequently on estate-planning topics and has served as an Adjunct Associate Professor of Law at Brooklyn Law School.

Wayne Pearson

Wayne Pearson is a U.S. Director of International Solutions in the New York office of RBC Wealth Management.

Chapters

: Watch Full Program

01 hr 26 min 19 sec

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01.: Introduction

03 min 46 sec

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02.: Thoughts on Foreign Financial Institutions Dropping American Clients

08 min 17 sec

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03.: Confounding Issues in International Relations and Finances

09 min 20 sec

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04.: Examples of Turning Clients Down

08 min 38 sec

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05.: Negotiating Rules and Regulations with Clients

16 min 00 sec

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06.: The Issue of Client Non-Compliance

11 min 50 sec

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07.: The Biggest Source of Misinformation

13 min 06 sec

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08.: Education Proceedures for Clients and Employees

09 min 43 sec

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09.: Q & A

05 min 40 sec

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: Watch Full Program

01 hr 26 min 19 sec

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Challenge of Protecting Client Financial Confidentially

02 min 04 sec

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Wayne Pearson, U.S. Director of International Solutions at RBC Wealth Management, New York, discusses the challenge of balancing privacy and financial transparency for international clients.
Watch Full Program

01 hr 26 min 19 sec

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Encyclopædia Britannica Article

international law: Body of legal rules, norms, and standards that apply between sovereign states and other entities that are legally recognized as international actors. The term was coined by the English philosopher Jeremy Bentham. Important elements of international law include sovereignty, recognition (which allows a country to honour the claims of another), consent (which allows for modifications in international agreements to fit the customs of a country), freedom of the high seas, self-defense (which ensures that measures may be taken against illegal acts committed against a sovereign country), freedom of commerce, and protection of nationals abroad. International courts, such as the International Court of Justice, resolve disputes on these and other matters, including war crimes. See also asylum; immunity.; international law on britannica.com