The ‘new normal’ in taxes for private wealth

Sarah Roscioli

Sarah Roscioli is a trusts and estates attorney who provides sophisticated estate and tax planning advice for high net worth individuals, which includes gift, estate and generation-skipping transfer tax planning; business succession and asset protection planning; and trust and estate administration.

She has developed a particular interest in assisting clients with charitable giving, and co-authored Chapter 16, "Administering a Private Foundation," in the 2019 version of Massachusetts Nonprofit Organizations, a publication that offers practical insights on the numerous legal and operational issues affecting nonprofits today.

Sarah is a graduate of Boston College Law School and the University of Vermont.

Guadalupe Diaz-Sunico

Guadeloupe joined Lener in 2019 as managing director of the Barcelona Finance and Taxation area. With over 15 years of experience in tax practice in Cuatrecasas, Guadalupe has advised companies and private clients, with a special focus on the international arena.

She is a member of international organizations such as the International Fiscal Association (IFA), the Society of Trust and Estate Practitioners (STEP), the International Bar Association (IBA), where she is a regular speaker. She is the vice president of the tax section of the International Association of Jóvenes Abogados (AIJA).

Guadalupe is a frequent speaker on tax issues, as well as a full professor of the English section of BBA de ESADE, in the field of international taxation. She has published several opinion articles in specialized media and is the author of books on tax matters.

Russel Cohen

Russell has two decades of experience in advising clients how to navigate the complexities of private wealth. He has a personable and collaborative style, and is known for advice that is practical and pragmatic.

Russell works with individuals and families, trustees and family offices, often in an international context.

Russell advises clients on how best to structure their wealth, including wealth preservation, tax and succession planning. He has a particular expertise with regard to tax planning for non-domiciled individuals and non-UK trusts.

He also provides guidance on family governance issues, including how a family can structure its wealth in a way that is consistent with its values, so as to preserve its reputation.

Diego Olarte

Lawyer of the University of Rosario. He is a specialist in Tax Law from the same University and a specialist in Mining Energy Law from the Externado University of Colombia. During the practice of his professional practice, he has advised national and foreign clients in tax, corporate, contractual and energy mining matters. He is a member of Reyes Abogados Asociados since 2012.

Lucia Rodrigo

Lucia Rodrigo specializes in tax law consulting to companies and individuals. She advises clients on international tax and digital services.

She is part of the Wealth Planning Area and counsels individuals on tax issues applicable to their national and foreign investments, as well as the design of more adequate structures to protect their wealth in compliance with the regulations in force.

Lucia has been assistant professor in the Property Law course at Pontificia Universidad Católica del Perú (2014-2015).

Jake Kaplan

Jake Kaplan is a senior associate with Alston & Bird’s Wealth Planning and Exempt Organizations Groups. He focuses his practice in the areas of federal taxation, exempt organizations, estate planning, new markets tax credit transactions, and health care restructurings, mergers, and acquisitions.

Jake earned his M.B.A. and J.D., with high honors, from Emory University, where he was elected to the Order of the Coif. While at Emory, Jake served as executive special projects editor and symposium editor for the Emory Bankruptcy Developments Journal and received Dean’s Awards in Fundamentals of Income Taxation, Bankruptcy, and Contract Drafting. Jake received his B.A. in economics, cum laude, from Brandeis University.

Before attending law school, Jake worked as an economic and business consultant for Booz Allen Hamilton in Washington, D.C.

Jorge Lopez

Before joining Sánchez Devanny, Jorge worked in the tax litigation and consulting areas of one of the most important law firms in Mexico City.

Inbal Faibish

Inbal Faibish Wassmer is a partner and Head of the Zurich branch as part of Goldfarb Seligman, one of Israel's leading law firms. Inbal advises high net worth individuals and families with international businesses and activities, as well as international financial institutions. She possesses unique expertise in taxation and international tax and wealth planning, and provides legal counsel regarding trusts, estates, international tax planning for family wealth, insurance, philanthropy, financial regulation and immigration. Her experience in the tax field, alongside her deep understanding of the client's business environment, allow her to provide comprehensive legal counsel, tailoring innovative legal solutions to the client's needs. Inbal serves as the vice president of the Swiss Israeli Chamber of Commerce.

Eva Stadler

Eva Stadler is a member of the Tax team. She specialises in international tax law, taxation of financial instruments, tax planning and structuring of international groups, and mergers & acquisitions as well as real estate transactions. Further, Eva advises high net worth individuals on tax aspects. She is a member of the International Association of Young Lawyers (AIJA) and regularly acts as a speaker at international tax conferences and publishes articles in tax journals. Eva is admitted to the bar in Austria.

Francisco Moreira

Professional with over 18 years of experience, including 08 years working for KPMG and 10 years as Tax Partner of reputable Law Firms. Wide experience in the tax structuring of Corporate Transactions and Reorganizations, Tax Planning and International Taxation of Individuals and Corporations. Master in Tax Law at the University of São Paulo (USP - ongoing). International Tax LLM at the New York University School of Law - NYU (2014).

Brazilian Branch reporter for the Regional Congress of the IFA LATAM, which took place in Lima/Peru in 2016, with the topic 01 - “Influencia del Plan BEPS en las reglas de Precios de Transferencia de América Latina” (the influence of the BEPS plan in the Transfer Pricing rules in Latin America).

Author of several articles in specialized tax publications, as well as co-author of the book: "Aspectos Contábeis e Tributários do Setor Elétrico", (Lumen Iuris publishing house), and one of the coordinators of the following book compilations: i) “Manual de Preços de Transferência: Brasil, OCDE e BEPS, Volumes 01 and 02” (Quartier Latin publishing house); ii) Temas de Tributação Internacional (Gramma publishing house); and iii) Estudos de Tributação Internacional: Volume 01, (Lumen Iuris publishing house).

Jose Rubens Scharlack

Repetitively recognized as one of the most admired attorneys in Brazil by the publication Análise Advocacia 500, IN 2010 (Automotive), 2016 (Tax), 2018 (Tax), and 2019 (Tax), Jose Rubens Vivian Scharlack is a Brazilian attorney (admitted in São Paulo) graduated from the School of Law, University of São Paulo (USP) (2000), with Masters in Business Administration from the Armando Alvares Penteado Foundation (FAAP) (2010), as well as a United States attorney (admitted in Florida) with J.D. cum laude and LL.M. in Taxation, both from the University of Miami School of Law (UM) (2019).

Rubens is founding partner of the law firms Scharlack Advogados (2005-) and Scharlack, PLLC (2019-). He carries in his resume years of professional work at the law firm Rayes & Fagundes Advogados Associados (www.rfaa.com.br) (1999-2004), where he became partner at the age of 26. He also worked in other prominent law firms and in a major Brazilian bank.