Trust BCLP

Trust BCLP

Life Insurance

Main Content

Stephanie Moll Elected as STEP USA Treasurer

April 23, 2019

Authored by:

Categories

Congratulations to Stephanie Moll for her election to the position of treasurer of STEP USA!  Stephanie is a partner in the private client group of Bryan Cave Leighton Paisner and supports primarily the Denver, Boulder, and St. Louis offices.  Her practice focuses on estate planning and administration, particularly wealth transfer tax planning.

STEP USA is the U.S. division of the Society of Trusts and Estates Practitioners, a global organization whose primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning and promote education and high professional standards among its members.  STEP USA includes 18 different local branches and chapters around the country.

BCLP Awarded “Private Client Team of the Year 2019” by Legal Business Awards

April 2, 2019

Authored by:

Categories

The Legal Business Awards recently honored Bryan Cave Leighton Paisner LLP with its “Private Client Team of the Year” award for 2019.  The event took place at the Grosvenor House in London on March 28, 2019.

BCLP received the award based on a combination of factors, including:

  • the merger of its legacy Berwin Leighton Paisner / Bryan Cave teams into a global private client practice
  • the firm’s Middle East work, including the Shari’a advice, and UAE / ADGM work
  • its ability to work with clients across the world, with a focus Europe, USA, Middle East, and Asia
  • the range of work the firm can cover, from high net worth individuals, to wealth management institutions and family offices
  • its Family Asset Protection and divorce practice
  • its BCLP Residential practice
  • its advice on the treatment of complex Liechtenstein foundations by HMRC
  • the firm’s wider Private Wealth offering

Read More

IRS Revises EIN Application Policy, Now Requires an Individual to be Listed as the “Responsible Party”

March 29, 2019

Authored by:

Categories

 

The IRS announced on March 27, 2019 that in an effort to enhance security and improve transparency, the “responsible party” on applications for an employer identification number (EIN) must now be a natural person.

An EIN is the tax identification number assigned to entities such as trusts, estates, retirement plans, LLCs, partnerships, and corporations.  An entity obtains such a number by completing the IRS Form SS-4 or an online application.  One question in the application process asks the applicant to identify the “responsible party,” which the IRS defines as “the person who ultimately owns or controls the entity or who exercises ultimate effective control over the entity.” In deciding who to list as the responsible party, the IRS encourages applicants to consider whether the party has “a level of control over, or

New IRS Addresses for Filing Estate and Gift Tax Returns

January 14, 2019

Authored by:

Categories

Beginning this year, estate and gift tax returns have new filing locations, according to the instructions for Form 706 and Form 709.

As of June 30, 2019, estate tax returns (Forms 706) filed using the United States Postal Service are to be sent to:

Department of the Treasury Internal Revenue Service Center Kansas City, MO 64999

However, Forms 706 filed using an approved private delivery service are to be sent to:

Internal Revenue Service 333 W. Pershing Road Kansas City, MO 64108

The same filing addresses also already apply to gift tax returns (Forms 709), effective as of January 1, 2019.

Bryan Cave Leighton Paisner Attorneys Make Private Client Global Elite 2018 List

August 30, 2018

Authored by:

Categories

Private Client Global Elite is the list of the world’s elite lawyers advising ultra-high net worth clients.  Congratulations to Dyke Arboneaux, Marcus Dearle, Martin Paisner and Rupert Ticehurst for being featured as “Elite” this year, and to Simon Goldring, Jessica Henson and Ruben Sinha featured as “Ones to Watch.”

The attorneys of Bryan Cave Leighton Paisner make this site available to you only for the educational purposes of imparting general information and a general understanding of the law. This site does not offer specific legal advice. Your use of this site does not create an attorney-client relationship between you and Bryan Cave LLP or any of its attorneys. Do not use this site as a substitute for specific legal advice from a licensed attorney. Much of the information on this site is based upon preliminary discussions in the absence of definitive advice or policy statements and therefore may change as soon as more definitive advice is available. Please review our full disclaimer.