Joshua Rubenstein, partner and national chair of Katten's Private Wealth department, has authored a chapter in the 12th edition of Private Client 2023: Practical cross-border insights into private client work. The chapter, "Pre-Immigration Planning Considerations for the HNW Client – Think Before You Leap," covers basic planning considerations for high-net-worth individuals and families immigrating to the United States.
In the chapter, Josh addresses the consequences of residency, pre-immigration planning goals, and of equal importance, post-immigration reporting obligations.
"Pre-Immigration Planning Considerations for the HNW Client – Think Before You Leap," International Comparative Legal Guides, February 15, 2023