Distinctions
· Fellow, American College of Trust and Estate Counsel
· Chambers USA, Leader in the Field of Wealth Management: Central Region, 2011 (National)
· Chambers Asia, Leader in the Fields of Private Client and Wealth Management, 2009
Associations
· Mississippi Bar Association
· American Bar Association
· Society of Trust and Estate Practitioners
Legal Experience
· Formerly a partner with a large, international law firm based in London and was a founding partner of that firm's Hong Kong office.
· Represents ultra high net worth families and family controlled businesses throughout the world with respect to US federal income, gift and estate tax issues.
· Maintains a strong emphasis on the tax issues faced by families and businesses based in the Asia-Pacific region and in the United Kingdom.
Papers, Presentations & Publications
· Quoted, "US Tax Law to Affect Local Banks," BusinessWorld, February 2012.
· Quoted, "US IRS May Tap Local Banks to Help in Campaign," Philippine Daily Inquirer, February 2012
· Quoted, "HK to Gain from Revised US Tax Law, Expert Says," South China Morning Post, February 2012.
· Co-Author, "FATCA - What Non-US Financial Institutions Should Do Now," Corporate Finance Review, January/February 2012.
· Quoted, "The Bottom Line: Estate Planning,"Birmingham Business Journal, October 2011.
· Quoted, "Tax-Grab Idea to Fix Budget Alarms Expat Americans,"South China Morning Post, July 2011.
· Quoted, "US Tax Authority to Target Offshore Banks in New Crackdown on Evasion," South China Morning Post, June 2011.
· Author,"What Private Banking Industry Relationship Managers Should Know About IRS Notice 2011-34," Corporate Compliance Insights, June 2011.
· Co-Author, Seize the Moment, STEP Journal, April 2011.
· Co-Author, American Bar Association Section of Taxation Comments on FATCA Offset Provisions of the HIRE Act Relating to Beneficiaries of Trusts, February 2011.
· Contributor, Radio Three Hong Kong Interview, "IRS Amnesty Programme", February 2011.
· Contributor, CNBC's The Call Television Interview, "U.S. Clamps Down on Overseas Tax Evasion," February 2011.
· Quoted, "Banks in US Sights Amid Tax Amnesty," South China Morning Post, February 2011.
· Quoted, "The Taxman Cometh - For US Expats," The Straits Times, February 2011.
· Contributor, Radio Three Hong Kong Interview, "U.S. Tax Attorney on Tax Cut," November 2010.
· Contributor, CNBC's The Call Television Interview, "What's with U.S. Tax Cuts Post-Election," November 2010.
· Quoted, "U.S. Tax Rates to Rebound in Long Run," Hong Kong Economic Journal, November 2010.
· Quoted, "Heavy-duty US Law Sits Hard on Banks, Funds," The Business Times Singapore, August 2010.
· Quoted, "The Taxing Issue of Green Cards," The Business Times Singapore, August 2010.
· Contributor, CNBC's The Call Television Interview, "U.S. Tax Policy in Asia, " July 2010.
· Quoted, "Officials Overwhelmed by US Taxpayer Inquiries," The Business Times Singapore, October 2009.
· Quoted, "Americans in HK Rush to Meet This Week's Tax Deadline," South China Morning Post, October 2009.
· Quoted,"US Citizens in Dash to Meet Tax Amnesty Deadline," South China Morning Post, September 2009.
· Quoted, "Asia's Rich - Still Getting Richer," Finance Asia, September 2009.
· Quoted, "American Tax Policy in Asia - In Their Sights," The Economist, July 2009.
· Quoted, "Hong Kong Will Lose Investment if Named on Tax Haven Blacklist," Ming Pao Daily News (Hong Kong), June 2009.
· Quoted, "US Taxpayers Now Required to Declare Offshore Accounts," Asian Investor, May 2009.
· Quoted, "Critics Voice Concerns New Plan Will Reduce America's Competitiveness," Today Singapore, May 2009.
· Quoted, "UBS Takes a Long Journey into the Night," The Asset, March 2009.
· Quoted, "34 Tax Havens To Be Squeezed," 21st Century Business Herald (China), February 2009.
· Quoted, "Obama's Inauguration Marks Potential Crackdown on Hong Kong and Singapore," Lianhe Zaobao (Singapore), January 2009.
· Quoted, "Obama to Influence Hong Kong as a Tax Haven," International Business Times, January 2009.
· Contributor, "President-Elect Obama's Tax Plan," Bloomberg Television Interview, January 2009.
· Quoted, "Singapore's No Haven," Today Singapore, January 2009.
· Speaker, "What Private Bankers Should Know About Trusts," Courses and Seminars Wealth Management Conference, Hong Kong, October 2008.
· Quoted, "For One American, His Stance Has Cost Him," South China Morning Post, October 2008.
· Co-Author, "A Costly Exit," STEP Journal, September 2008.
· Speaker, "U.S. Estate Planning," American Chamber of Commerce, Hong Kong, September 2008.
· Co-Author, "Fleece the Fleeing," Trusts & Estates, July 2008.
· Co-Author, "President Signs Exit Tax for United States Expatriates," BNA International Special Report Series on Private Banking, HNWI s and Domicile, July 2008.
· Quoted, "America's Berlin Wall," The Economist, June 2008.
· Quoted, "Sea Change Succession Planning," South China Morning Post Net Worth Magazine, June 2008.
· Speaker, "What Worries the Global Asian Family," Hong Kong, June 2008.
· Speaker, "Understanding United States Grantor and Non-Grantor Trusts: Why, How and What," Hong Kong, June 2008.
· Quoted, "Cutting Ties with the U.S. Could Be Expensive," South China Morning Post, May 2008.
· Speaker, "Strategic Planning for the Non-Grantor Phase of a Grantor Trust," Hong Kong Trustees Association, April 2008.
· Speaker, "Asia Pacific Families in Business Conference," Singapore, April 2008.
· Co-Author, "Art That Saves You Money," Finance Asia Private Capital, Spring 2008.
· Speaker, "International Succession: The Global Challenge," Milan, Italy, Lugano, Switzerland and London, England, April 2007.
· Speaker, "Cross-border Philanthropy for United States Citizens," European Association of Planned Giving, London, England, November 2006.
· Speaker, "Over Here and Over-Taxed Post-BN25 Tax Planning for US Citizens and Residents," London, England, October 2006.
· Speaker, "United States Income, Gift and Estate Taxes," FOCUS International, London, England, September 2006.
· Speaker, "Investment Options for United States Citizens and Residents," London, England, September 2006.
· Speaker, "Tax Issues for Unites States Citizens and Residents," Will Drafting and Overseas Assets Conference, London, England, June 2006.
· Speaker, "Dual-Qualified Charities," London, England, January 2005.
· Author, "Tax Considerations in Choice of Business Entity: It's Not Just a Federal Question," The Mississippi Lawyer, July/August/September 2004.