Speaker details
28th Annual International Private Client Conference: New realities in the private client practice
5 Mar - 7 Mar 2023
Claridge's, London, EnglandSpeaker information
Daniel Simon
Biography
Daniel is a member of Collyer Bristow's Trusts, tax and estate planning team. He has significant experience advising on all aspects of UK and international tax, trust and estate planning and charity law. In recent years, Daniel has particularly specialised in UK/US cross-border planning as well as providing Swiss, French, Italian and Indian cross-border advice. He recently advised on a complex series of trusts and companies to hold a new UK business venture, as well as French and US property, for a South American client considering moving to the UK or the US. The work required his UK, US and French expertise. Daniel’s daily work includes the drafting of wills, trusts and innovative estate plans. He strives to find creative yet practical solutions to his clients’ wide ranging concerns. Recently he resolved a potentially contentious probate arising from an out-of-date will, with a simple deed of variation, to give effect to the testator’s true wishes.
Session
Roundtable session: hot topics in your jurisdiction
Monday 6 March (1400 - 1515)
Moderator