Wolters Kluwer
Wolters Kluwer invites you to a webinar
Tips & Traps: U.S Expatriation Tax, Countries Offering Citizenship & Favourable Jurisdictions
Date: Tuesday October 13, 2026

Time: 4:00-5:00 pm CEST | 10:00-11:00 am EST

Please join us for a webinar hosted by Wolters Kluwer, ‘Tips & Traps: U.S Expatriation Tax, Countries Offering Citizenship & Favourable Jurisdictions’ with Jack Bernstein hosting the discussion.

For high-net-worth individuals, international relocation is never just a change of address. It is a strategic decision with legal, tax, wealth management, immigration, estate, family and lifestyle consequences. This webinar will examine the U.S. expatriation tax applicable to individuals relinquishing U.S. citizenship or long-term green card status. It will also explore jurisdictions offering citizenship & residency programs, as well as relocating to Puerto Rico as an alternative to expatriation. Finally, we will discuss establishing residency in two popular destinations: Italy and the Cayman Islands.

The speakers are leading private client lawyers and legal practitioners who contributed chapters to the new Wolters Kluwer publication, International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors. This practical guide helps high-net-worth individuals, and their advisors approach international relocation thoughtfully, coordinate tax and wealth planning, avoid costly mistakes and make informed cross-border decisions with confidence.

This is a must watch webinar for clients or advisors considering expatriation and moving to a tax favourable jurisdiction.

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Moderator

Jack Bernstein

Partner at Aird & Berlis, Canada

Speakers

Leigh-Alexandra Basha

Partner at McDermott Will & Schulte, USA

Daniel Altneu


Partner at Bedell Cristin, Cayman Island 

Raul-Angelo Papotti

Partner at Chiomenti, Italy

Basil Mohr-Elzeki

Managing Partner at Henley & Partners, USA

Jorge Oben-Cuadros

Partner at Procopio, Puerto Rico 
 
 
 
 

 

 
 
 
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