Mitt Romney’s Off-Shore Trusts and Accounts: Is He Playing by the Rules?

Feb. 3, 2012 - PRLog -- The Society of Trust and Estate Practitioners (STEP) Long Island branch, today announced Meltzer Lippe partner and STEP-LI co-founder, Avi Z. Kestenbaum will discuss current developments in international tax and estate planning; addressing what every financial, accounting and legal professional MUST understand about international tax and estate planning.

“Recent news reports state Presidential candidate Mitt Romney holds several off-shore accounts and trusts; as a STEP chapter we view the current national dialogue surrounding Mr. Romney as a ‘teachable moment’ for the very complex issue of international tax law and estate planning” said Kestenbaum.

“Mr. Romney’s personal finances notwithstanding, the national attention now surrounding international tax law provides a rare instance to discuss the effects of a global economy has on finance, accounting and legal professionals; all of whom are very likely to deal with accounts, revenue or clients abroad.

STEP is the renowned professional body for trust and estate practitioners worldwide; comprised of attorneys, accountants, trust officers, tax specialists, bankers and financial and insurance advisors.  International tax and estate planning is of critical importance for foreign clients with assets and transactions in the United States and for United States clients with assets and transactions abroad.

When:      February 29, 2012 at 6:30 p.m.

Where:   Meltzer, Lippe, Goldstein & Breitstone, LLP
      190 Willis Avenue
      Mineola, NY 11501
      Map to Meltzer Lippe Building

Bio:      http://www.mlg.com/AttBio_Kestenbaum.html

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Meltzer, Lippe, Goldstein & Breitstone LLP is a cutting edge law firm combining the best features of small firms with top level talent from major metropolitan law firms and functions in a full range of business areas: tax, corporate, real estate, trusts and estates, labor and employment and commercial litigation.

Since its formation in 1970, Meltzer Lippe has attracted clients who are private business owners, corporate executives working at both public and private companies, real estate developers, venture capitalists and individuals on Long Island, throughout the United States and throughout the world. For more information visit: www.meltzerlippe.com.