Funds Forum
Frankfurt

Hamburger
Fondsgespräche

M&A
Lehrgang

Munich Private
Equity Training

Venture
Nights
Registration
Agenda
Participants
Venue
Hotel recommendations
Registration

IAP International Associate Program 2024
Private Clients

Dear All,

The second International Associate Program for tax-focused private client lawyers (IAP Private Clients) on May 16th-18th 2024, hosted by POELLATH in Berlin, is approaching quickly.

As last year, we adhere to the principle of one law firm per country, so that we have no direct competitors at the event. Most of the attending associates have reached a certain level of experience, so that we look forward to enlightening discussion, like we already observed last year. We are honoured to add Brasil as a South American representative to the list of our participating countries! Also, two colleagues of JP Morgan will add the perspective of wealth planners.

The social part will not be neglected – this year, the boat trip will take us to nearby Müggelsee, passing the Old Town of Köpenick. Dinner and drinks will be served on board.

Suggested dresscode for the event: Smart casual

All further details can be found below. We wish everybody nice travels to Berlin! Do not hesitate to contact us in case of any questions.

Best regards and see you in Berlin

Andreas / Marcus / Jan / Caroline

Dr. Andreas Richter Partner | POELLATH
Dr. Marcus Niermann Counsel | POELLATH
Dr. Jan-Eckhard Wegener Counsel | POELLATH
Caroline Ruschen Associate | POELLATH

IAP Private Clients 2024

16.-18. May 2024 | Venue: POELLATH, Potsdamer Platz 5, 10785 Berlin
Registration

Please register here for our International Associate Program.

REGISTRATION

If you have any questions concerning the event organization, please contact our events team:

+49 (89) 24240-131

Registration fee:
EUR 590 net
including participation at the event, food and drinks during the complete event

The fee will be waived for all participants from outside Europe. In this case, please use the coupon code “IAPBerlin2024” for 100% discount.

Hotel bookings:
There are no pre-booked hotel rooms available. Please see below our hotel recommendations.

Agenda

Dresscode: Smart casual

  • Thursday, 16 May 2024
    12:00
    UNTIL LUNCH

    Arrival of the participants

    13:00
    LUNCHTIME

    Meeting for lunch @ POELLATH

    14:00
    PANEL

    Tax Look Through Provisions for Trusts and Foundations

    Panelists:

    • Andreas Richter (Germany)
    • Willemijn van Duren (Netherlands)
    • Fabia Gnädinger (Switzerland)
    • Dan Andrew (USA)
    • Afaan Arshad (India)
    15:30
    PANEL

    Asset Protection – How can Foundations help?

    Panelists:

    • Philip Konzett (Liechtenstein)
    • Sofie Lindholm (Denmark)
    • Amanda Henriksson (Sweden)
    • Joshua Fisher (Germany)
    • Maéva Fortuné (France)
    17:00
    PANEL

    Quo Vadis Preferential Tax Regimes?

    Panelists:

    • Eva Stadler (Austria)
    • Oliver Little (UK)
    • Florence Hediger (Switzerland)
    • Alessandro Leardini (Italy)
    • Nikolaos Maltezos (Greece)
    18:15
    FREE TIME
    19:00
    DINNER

    Restaurant OH PANAMA
    1st floor
    Potsdamer Str. 91
    10785 Berlin
    WEBSITE

    1.4 km/0,87 miles walking distance from POELLATH office

  • Friday, 17 May 2024 3 case studies run in parallel
    09:30
    CASE STUDY 1

    Inbound Real Estate Investment Structures in Canada

    Led by Stan Fedun (Canada)

    • Jan-Eckhard Wegener (Germany)
    • Tom Hamen (Luxembourg)
    • Anastasia Kritikou (Greece)
    09:30
    CASE STUDY 2

    International Taxation Mismatches - Opportunities and Challenges - an Israeli/US Example

    Led by Ronen Avner (Israel)

    • Daniel Andrew (USA)
    09:30
    CASE STUDY 3

    The German Company with its Swiss-US-Liechtenstein Estate Plan

    Led by Marcus Niermann (Germany)

    • Sarah Abel (USA)
    • Florence Hediger (Switzerland)
    10:45
    COFFEE BREAK
    11:00
    CASE STUDY 4

    Sudden Death with International Assets: The Momentous Helicopter Crash

    Led by: Frederico Hilzendeger (Brazil)

    • Caroline Ruschen (Germany)
    • Daniele Mologni (Italy)
    11:00
    CASE STUDY 5

    The Surprising Relocation, Exit Tax and the Spanish Beckham Law

    Led by Eduardo Martínez-Matosas (Spain)

    • Christian Hesse (Germany)
    12:15
    LUNCHBREAK
    13:00
    PANEL

    Perspectives from India: Recent Developments and Experiences

    Afaan Arshad, Radhika Rarikh
    (both Nishith Desai Associates)

    13:30
    PANEL

    Typical X-Border Cases at the Private Bank

    Yannick Stehr, Richard Becker
    (both JP Morgan)

    14:45
    TIME AT YOUR OWN DISPOSAL
    19:00
    MEETING AT EAST SIDE GALLERY

    Boarding MS Rhein and welcome drinks

    East Side Gallery
    Mühlenstraße 73
    10243 Berlin
    DIRECTIONS

    19:10
    BOAT TRIP “MS RHEIN”

    incl. dinner and drinks

    23:50
    LEAVING THE BOAT

    at the East side gallery

  • Saturday, 18 May 2024
    09:30
    MORNING

    POELLATH invites everyone who still has time to join us for a common breakfast

    Zimt & Zucker
    Potsdamer Straße 103
    10785 Berlin
    WEBSITE

Participants

Sarah Abel
Willkie Farr & Gallagher LLP | USA
Luisa Abele
POELLATH | Germany
Daniel Andrew
Willkie Farr & Gallagher LLP | USA
Carles Armiño Habas
Gómez-Acebo & Pombo | Spain
Afaan Arshad
Nishith Desai Associates | India
Ronen Avner
Herzog Fox & Neeman | Israel
Richard Becker
J.P. Morgan | Germany
Søren Toft Bjerreskov
Horten Advokatpartnerselskab | Denmark
Claudia Bracken
POELLATH | Germany
Stan Fedun
Aird & Berlis LLP | Canada
Joshua Fisher
POELLATH | Germany
Malou Florquin
Loyens & Loeff | Belgium
Maëva Fortuné
YARDS | France
Raphaël François
YARDS | France
Krysztof Gajdzinski
GWW | Poland
Fabia Gnädinger
Lenz & Staehelin | Switzerland
Tom Hamen
Loyens & Loeff | Luxemburg
Florence Hediger
Lenz & Staehelin | Switzerland
Amanda Henriksson
Nord Advokater | Sweden
Nikola Hertel
POELLATH | Germany
Christian Hesse
POELLATH | Germany
Frederico Hilzendeger
Souto Correa | Brazil
Philipp Konzett
Gasser Partner | Liechtenstein
Anastasia Kritikou
Zepos & Yannopoulos | Greece
Alessandro Leardini
Charles Russell Speechlys | UK
Sofie Lindholm
Horten Advokatpartnerselskab | Denmark
Oliver Little
Charles Russell Speechlys | UK
Nikos Maltezos
Zepos & Yannopoulos | Greece
Eduardo Martínez-Matosas
Gómez-Acebo & Pombo | Spain
Kheira Mebrek
Loyens & Loeff | Luxemburg
Daniele Mologni
Charles Russell Speechlys | UK
Marcus Niermann
POELLATH | Germany
Radhika Parikh
Nishith Desai | India
Tomasz Piejak
GWW | Poland
Christina Delia Preiner
Gasser Partner | Liechtenstein
Andreas Richter
POELLATH | Germany
Caroline Ruschen
POELLATH | Germany
Charlie Searle
Charles Russel Speechlys | UK
Eva Stadler
WOLF THEISS | Austria
Gabriel Stanton
Souto Correa | Brazil
Yannick Stehr
J.P. Morgan | Germany
Maud van der Linden
Loyens & Loeff | Netherlands
Willemijn van Duren
Loyens & Loeff | Netherlands
Jan-Eckhard Wegener
POELLATH | Germany

Venue

POELLATH
Potsdamer Platz 5
10785 Berlin
T +49 (30) 25353-0
WEBSITE

Directions via Google Maps

Consent form Google Maps

“Google Maps” is the provider of the map embedded here. During its display, information is also stored on the end devices of the users through technologies such as “cookies” or such information is accessed. This data is partly passed on to “Google” in the USA and processed there. For more information on how this works, the recipients, storage period and data transfer to the USA, please see our data privacy policy.

By selecting “Agree and View”, you consent to data processing by “Google Maps”. This consent is voluntary and can be revoked at any time for the future in the privacy settings. However, in the event that you refuse consent, the requested map cannot be displayed.

Motel One Berlin-Spittelmarkt

Leipziger Str. 50
10117 Berlin
T +49 (30) 20143630
WEBSITE

1.8 km/1.1 miles walking distance from POELLATH office
4 stops with underground line U2 from “S+U Potsdamer Platz” to “Spittelmarkt”

The Mandala Hotel

Potsdamer Straße 3
10785 Berlin
T +49 (30) 590050000
WEBSITE

300 meters/0.18 miles walking distance from the POELLATH office