News, Events & Publications Jacopo Crivellaro Publications Co-author, "Considerazioni fiscali in relazione alla Filantropia Internazionale," Trusts & Wealth Management Journal, July 2018. Co-author, "Tax Law Shake-Ups In Swiss Wealth Management," Law360, May 2018. Co-author, "Italy s Preferential Tax Regime for New Residents," The Global Citizenship Review, March 2018. Co-author, "U.S. Tax Reform and its Impact on Swiss Companies," Expert Focus, March 2018, p. 219 et seqq Co-author, "A maze with little guidance," STEP Journal, February 2018 Co-author, "Grecian Magnesite Mining and Potential Legislative Developments under the Tax Cuts and Jobs Act of 2017," Baker McKenzie Private Wealth Newsletter, December 2017 Co-author, "Resident or Not: Determining Individual Tax Residency Under U.S. Tax Treaties," Tax Notes International, November 2017 Co-author, "A Grecian Tragedy for the IRS: Tax Court Rejects Rev. Rul. 91-32," Journal of Taxation, November 2017 Co-author, "Fare Well When Moving: Changing Tax Home and Expatriating," Estate Planning Journal, November 2017 Co-author, "Grecian Magnesite Mining: Tax Court Chimes in on Rev. Rul. 91-32, and It s Music to Taxpayers Ears," Baker McKenzie Tax News and Developments, October 2017 Co-author, "Il Trust come strumento di pianificazione successoria nel Medio Oriente," Trusts & Wealth Management Journal, July/December 2017 Co-author, "Not so straightforward: Using trusts for estate planning and wealth management in the Middle East," Baker McKenzie Private Wealth Newsletter, June 2017 Co-author, "Estate Planning that Complies With Sharia Law Principles," Wealth Management, May 2017 Co-author, "CRS implementation: five things to think about before 2017," Diritto Bancario, December 2016
Co-author, "II regime di tassazione in uscita per persone fisiche: una panoramica degli sviluppi recenti," Trusts & Wealth Management Journal, December 2016 Co-author, "The Shifting Minefield of Exit Taxes," The Global Residence and Citizenship Review, October 2016 Co-author, "Wealth Management and Estate Planning in the Gulf Countries," Estate Planning Journal, October 2016 Co-author, "Owning and disposing of works of art: A wealth management perspective from Switzerland - Part 1," Baker McKenzie Private Banking Newsletter, September 2016 Author, "Global mobility and exit taxes," Schroders Wealth Management, July 2016 Co-author, "A primer on wealth management and estate planning in the Gulf countries," Baker McKenzie Private Banking Newsletter, June 2016 Co-author, "Considerazioni Sulla Voluntary Disclosure Statunitense," Diritto e pratica tributaria internazionale, March 2016 Co-author, "Turbulence Ahead," STEP Journal, May 2016 Co-author, "EU Succession Regulation Can Affect Non-Member State Nationals," Estate Planning Journal, April 2016 Co-author, "A practical guide to the new European Succession Regulation," WealthGram, Groupement Suisse des Conseils en Gestion Indépendants, April 2016 Co-author, "Global Mobility and Exit Taxes: An Overview of Recent Trends," Lexology, March 2016 Co-author, "Global Mobility and Exit Taxes: An Overview of Recent Trends," Baker McKenzie Private Banking Newsletter, March 2016 Co-author, "II regime di tassazione in uscita per persone fisiche: una panoramica degli sviluppi recenti," Trusts & Wealth Management Journal, March 2016 Co-author, "The EU Succession Regulation and its impact for non-member States and non- Member State nationals," Trust & Trustees, March 2016 Co-author, "Cross-Border Succession Planning in Europe: A Practical Guide to the New European Succession Regulation The Essential Answers for Testators and Beneficiaries," Baker McKenzie Publication, February 2016 Co-author, "A Rough Guide to the EU Succession Regulation," STEP Journal, January 2016 2
Co-author, "FATCA: ricadute per intermediari finanziari," Diritto Bancario, January 2016 Co-author, "Ricadute Del Regolamento Ue N. 650/2012 Sulle Successioni Transfrontaliere Che Coinvolgono Paesi Terzi," Trusts & Wealth Management Journal, December 2015 Co-author, "A practical guide to the new European Succession Regulation The essential answers for testators and beneficiaries," Baker McKenzie Private Banking Newsletter, December 2015 Co-author, "Damned if you do," STEP Journal, June 2015 Co-author, "How Encouraging Clients to Participate in Voluntary Disclosure may have Made the Situation for Banks Worse," International Tax Review, April 2015 Co-author, "Programmi Di Voluntary Disclosure: Le Reazioni Degli Istituti Finanziari," Trusts & Wealth Management Journal, March 2015 Co-author, "IRS Issues New Guidance on Streamlined Filing Compliance Procedures," Baker McKenzie Client Alert, October 2014 Co-author, "Modifiche al Programma di Regolarizzazione Fiscale Statunitense: la Voluntary Disclosure (OVDP/Programma Streamlined)," Diritto Bancario, October 2014 Co-author, "IRS Modifies OVDP and Streamlined Filing Compliance Procedure," Journal of International Taxation, September 2014 Co-author, "IRS Modifies the Offshore Voluntary Disclosure Program and the Streamlined Filing Compliance Procedures," Baker McKenzie Client Alert, June 2014 Author, "Conseguenze della mancata presa in considerazione di elementi rilevanti nell' amministrazione di un trust da parte di un trustee: II principio Hastings-Bass dopo le sentenze Futter v Futter e Pitt v Holt," Trusts & Wealth Management Journal, December 2013 Author, "Una Prospettiva Sull Industria Del Wealth Management: Nei Paesi Del Golfo," Trusts & Wealth Management Journal, September 2013 Presentations Co-presenter, "Global Families: Challenges in Times of Uncertainty," Zurich, 11 April 2018 Co-presenter, "International Trust Planning: Key considerations when advising clients with links to China, Hong Kong, Indonesia or Singapore," Zurich, 5 April 2018 3
Co-presenter, "Wealth Management from a Swiss Perspective: Automatic Exchange of Information," Milan, 15 March 2018 Co-presenter, US Tax Reform Workshop: Planning for Opportunities and Pitfalls, Geneva, 2 March 2018 Co-presenter, Corporate And Pass Through Reform: What Does This Mean For Our Clients, NATPG Internal Training, 24 January 2018 Co-presenter, "Transparent or Opaque: Treatment of Multi-Jurisdictional Trusts in Switzerland, Germany, Italy, France and the UK," Business Briefing, Zurich, 5 October 2017 Co-presenter, "Changes in favorable tax regimes for non-residents," Business Briefing, Zurich, 23 March 2017 Presenter, "Amnesties: Italian Voluntary Disclosure," NATPG Internal Training, 9 February 2017 Co-presenter, "EU Private Law Questions," EMEA Internal Training, 17 January 2017 Co-presenter, "Recent developments in Italy," Business Briefing, Zurich, 30 November 2016 Co-presenter, "Automatic Exchange of Information: which reporting obligations for Companies & directors and Trusts & trustees," Academy & Finance SA, Lugano, 28 November 2016 Co-presenter, "Philanthropy for High Net Worth Individuals: Structure choices and jurisdictions," Business Briefing, Zurich, 17 November 2016 Co-presenter, "Automatic Exchange of Information: Intended and Unintended Consequences," SDA Bocconi-School of Management, Milan, 25 October 2016 Co-presenter, "Global Mobility, Exit Taxes & Expatriation," Business Briefing, Zurich, 24 February 2016 Presenter, "FATCA: Ricadute per avvocati, altri intermediari finanziari e clienti," Convegno Fiscalità e Segreto Bancario: Centro di Studi Bancari, Lugano, 22 October, 2015 Co-presenter, "The New EU Succession Regulation Developments and Implementation in Key Member States," Business Briefing, Zurich, 8 September 2015 Co-presenter, "Italy's New Voluntary Disclosure Program," Business Briefing, Zurich, 10 February 2015 Co-presenter, "International Succession Planning and Marital Property," Business Briefing, Zurich, 5 February 2015 4
Co-presenter, "Investing in Art," Business Briefing, Zurich, 14 October 2014 Presenter, "Investimenti Immobiliari negli Stati Uniti," STEP Italia, March 2014 5