3. As an American in Switzerland, what can or should I do in terms of estate planning: last will, living will, power of attorney, prenup, etc.?
· Milan Patel - Milan is a US attorney and former IRS senior trial attorney. He advises clients in the US related cross-border tax, trust, estate and succession planning matters and controversies. Milan is a founding partner and co-head of the US group at Anaford AG, an international boutique law firm headquartered in Zurich.
· Tobias Somary - Tobias is a Swiss attorney specializing in international estate & succession planning and inheritance disputes. Tobias is a partner at CMS Switzerland. He heads the private client practice of the law firm and the inheritance chapter of the Zurich Bar Association.
· Margaret Conklin – CPA - Margaret is a Switzerland based US tax advisor. She is a CPA with a Master of Taxation degree from University of Southern California. She works with numerous US citizens, tax residents and foreign nationals with their US tax compliance issues.
· Jonathan Lachowitz – CFP® - Jonathan is a Board Member of ACA; Certified Financial Planner in the US and Switzerland and owner of White Lighthouse Investment Management in Lausanne and Lexington, MA. Jonathan has written extensively on personal finance for the Wall Street Journal.
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