IAP International Associate Program 2025
Private Clients

Dear All,

The third International Associate Program for tax-focused private client lawyers (IAP Private Clients) on May 15th-17th 2025, hosted by POELLATH, is approaching quickly. This year, we will meet for the first time in Munich!

As in previous years, we adhere to the proven principle of one law firm per country, so that we have no direct competitors at the event.

The schedule will broadly follow the scheme we already had in the past years. We will keep up the concept of discussing case studies in smaller groups, probably on day 2.

As last year, we charge a modest participation fee of EUR 590 (net, per participant). This will include the participation at the event, food and drinks during the complete event. We appreciate your understanding. The fee will be waived for all participants from outside Europe. In this case, please use the coupon code “IAPMunich2025” for 100% discount.

Again, we would be happy to welcome up to two associates from your team/firm with experience in tax-focused private client work to represent your country. As you already know, we aim at having advanced (senior) associates with several years of experience, so that substantive discussions may evolve. Last year we were proud to see that about 50% of the participants returned from the year before. At the same time, we welcomed many new faces who enriched the group. – We would be very happy, if you could nominate your representative(s) until February 14th 2025.

We will provide you with further information regarding the final composition of the program and the technical panels in the coming weeks.

Do not hesitate to contact us in case of any questions!

Best regards and see you in Munich,

Andreas / Marcus / Caroline / Luisa

Dr. Andreas Richter Partner | POELLATH
Dr. Marcus Niermann Counsel | POELLATH
Caroline Ruschen Senior Associate | POELLATH
Luisa Abele Associate | POELLATH

IAP Private Clients 2025

15.-17. May 2025 | Venue: POELLATH, Hofstatt 1, 80331 Munich

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

+49 (89) 24240-131

Agenda

Dresscode: Smart casual

  • Thursday, 15 May 2025
    13:00
    WELCOME LUNCH

    POELLATH
    Hofstatt 1 | 80331 Munich
    WEBSITE

    14:00
    PANEL 1 | Inheritance and Gift tax: A Journey through Country Specifics and Optimization Techniques

    Lead: Laurenz Lipp (POELLATH)
    Stan Fedun (Aird & Berlis)
    Ilmari Mäkimattila (Hannes Snellman Attorney)
    Tomasz Piejak (GWW)
    Raphaël François (YARDS Avocats)

    Handout

    15:15
    COFFEE BREAK
    15:30
    CASE STUDY 1 | Greek Roots, Global Reach: Structuring Succession for a Cross-Border Family

    Lead: Despina Mourouti (Zepos & Yannopoulos)
    Matthew Sperry (Katten Muchin Rosenman)
    Louis Bourrasset/Raphaël François (YARDS Avocats)
    Jonathan Rothwell (Charles Russell Speechlys)

    Handout

    15:30
    CASE STUDY 2 | The Schmidts – a truly international Family

    Lead: Oliver Kraft (LGT Bank)
    Carles Armiño (GÓMEZ-ACEBO & POMBO)
    Dominik Dorner (Wolf Theiss Rechtsanwälte)
    Fabia Gnädiger (Lenz & Staehelin)
    Dominik von Armansperg (POELLATH)
    Charlie Searle (Charles Russell Speechlys)

    Handout

    15:30
    CASE STUDY 3 | Case Study in the splendors of living abroad

    Lead: Søren Toft Bjerreskov (Kromann Reumert)
    Florence Hediger (Lenz & Staehelin)
    Alessandro Leardini (Charles Russell Speechlys)
    Axel Sundqvist Duberg (U)

    16:30
    COFFEE BREAK
    17:00
    Significant Recent Developments in the US, UK and Israel
    • USA: Matthew Sperry (Katten Muchin Rosenman)
    • UK: Jonathan Rothwell, Charlie Searle (Charles Russell Speechlys)
    • Israel: Ronen Avner (Herzog Fox & Neeman)

    Handout US
    Handout UK
    Handout Israel

    18:15
    END lectures
    19:15
    MEET @ POELLATH
    • We will meet at POELLATH at 19:15 and proceed to the restaurant together.
    • Alternatively you may go directly to the restaurant where we will meet at 19:30.
    19:30
    DINNER
    • 19:30 Welcome Drinks
    • 20:00 Dinner
    • optional: Bowling

    Venue:
    Theresa Grill
    Theresienstraße 29
    80333 Munich
    WEBSITE

  • Friday, 16 May 2025
    09:00
    BREAKFAST (optional)

    POELLATH
    Hofstatt 1 | 80331 Munich

    09:30
    PANEL 2 | Family Offices around the World – Structuring, Tax, Governance and other Considerations

    Lead: Jordan Ellis (Stephenson Harwood, Middle East)
    Frederico Hilzendeger (Souto Correa Advogados)
    Pragya Kaushik (Shreya Rao And Associates)
    Edurado Martínez-Matosas (GOMEZ-ACEBO & POMBO)
    Kheira Mebrek (Loyens & Loeff, Luxembourg)

    Handout

    10:45
    COFFEE BREAK
    11:15
    CASE STUDY 4 | Dutch – US Family Matters, a(n Exit) Tax Puzzle

    Lead: Maud van der Linden (Loyens & Loeff, Netherlands)
    Malou Florquin (Loyens & Loeff, Belgium)
    Matthew Sperry (Katten Muchin Rosenman)


    Presentation (pdf)

    11:15
    CASE STUDY 5 | Personal Holding Vehicles: Risks and Opportunities for HNWIs

    Lead: Daniele Mologni (Charles Russell Speechlys)
    Louis Bourrasset (YARDS Avocats)
    Martina Knünz (Gasser Partner Rechtsanwälte)


    Presentation (pdf)

    11:15
    CASE STUDY 6 | From Will to Where: Jurisdictional Tensions in a Cross-Border Inheritance

    Lead: Florence Hediger (Lenz & Staehelin)
    Jordan Ellis(Stephenson Harwood, Middle East)
    Joshua Fisher (POELLATH)

    Handout

    12:15
    LUNCH BREAK

    BBQ on rooftop terrace

    13:15
    TIME AT YOUR OWN DISPOSAL
    17:00
    SCAVENGER HUNT

    meet at POELLATH
    indroduction | city walk in small groups | Munich city center

    18:30
    MEET @ POELLATH
    • We will meet at POELLATH at 18:30 and proceed to the restaurant together.
    • Alternatively, you may go directly to the restaurant by 19:00.
    19:00
    DINNER
    • 19:00 Welcome Drinks
    • 19:30 Dinner

    Venue:
    Paulaner am Nockherberg
    Hochstraße 77 | 81541 Munich
    WEBSITE

    22:30
    BAR Crönlein

    5 minutes walking distance from restaurant Paulaner

    Venue:
    Crönlein
    Am Nockherberg 8 | 81541 Munich
    Instagram

  • Saturday, 17 May 2025
    10:00
    BREAKFAST at Hotel MIO by Amano

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

Participants

Luisa Abele
POELLATH | Germany
Carles Armiño
Gómez-Acebo & Pombo | Spain
Ronen Avner
Herzog Fox & Neeman | Israel
Søren Toft Bjerreskov
Kromann Reumert | Denmark
Louis Bourrasset
YARDS | France
Dominik Dorner
Wolf Theiss | Austria
Jordan Ellis
Stephenson Harwood | Dubai
Stan Fedun
Aird & Berlis LLP | Canada
Michael Feldner
POELLATH | Germany
Joshua Fisher
POELLATH | Germany
Malou Florquin
Loyens & Loeff | Belgium
Raphaël François
YARDS | France
Krysztof Gajdziński
GWW | Poland
Fabia Gnädinger
Lenz & Staehelin | Switzerland
Florence Hediger
Lenz & Staehelin | Switzerland
Christian Hesse
POELLATH | Germany
Frederico Hilzendeger
Souto Correa | Brazil
Lasse Dreiøe Jansen
Kromann Reumert | Denmark
Pragya Kaushik
Shreya Rao And Associates | India
Martina Knünz
Gasser Partner | Liechtenstein
Oliver Kraft
LGT Bank AG | Switzerland
Alessandro Leardini
Charles Russell Speechlys | Italy
Laurenz Lipp
POELLATH | Germany
Ilmari Mäkimattila
Hannes Snellman | Finland
Eduardo Martínez-Matosas
Gómez-Acebo & Pombo | Spain
Kheira Mebrek
Loyens & Loeff | Luxemburg
Olivier Mirck
Loyens & Loeff | Netherlands
Aakash Mishra
Shreya Rao And Associates | India
Daniele Mologni
Charles Russell Speechlys | Italy
Despina Mourouti
Zepos & Yannopoulos | Greece
Marcus Niermann
POELLATH | Germany
Tomasz Piejak
GWW | Poland
Dirk Reynders
LGT Bank AG | Liechtenstein
Jon Rothwell
Charles Russell Speechlys | UK
Caroline Ruschen
POELLATH | Germany
Charlie Searle
Charles Russel Speechlys | UK
Matthew Sperry
Katten | USA
Maximilian Steger
POELLATH | Germany
Axel Sundqvist Dunberg
Unums Tax | Sweden
Irene Tsiosta
Zepos & Yannopoulos | Greece
Maud van der Linden
Loyens & Loeff | Netherlands
Dominik von Armansperg
POELLATH | Germany
Jan-Eckhard Wegener
POELLATH | Germany

Venue

POELLATH
Hofstatt 1
80331 Munich
T +49 (89) 24240-0
WEBSITE

Anfahrt über Google Maps

Einwilligungserklärung Google Maps

Die hier eingebundene Karte wird über den Anbieter „Google Maps“ bereitgestellt. Bei der Anzeige werden durch Technologien wie „Cookies“ auch Informationen auf den Endgeräten der Nutzer gespeichert oder es wird auf solche Informationen zugegriffen. Diese Daten werden zum Teil an „Google“ in den USA weitergegeben und dort verarbeitet. Weitere Informationen zur Funktionsweise, den Empfängern, zur Speicherdauer und zur Datenübertragung in die USA finden Sie in unserer Datenschutzerklärung

Mit der Auswahl „Zustimmen und Anzeigen“ stimmen Sie der Datenverarbeitung durch „Google Maps“ zu. Diese Einwilligung ist freiwillig und kann jederzeit für die Zukunft unter Datenschutz-Einstellungen widerrufen werden. Im Falle einer Ablehnung der Einwilligung kann die angeforderte Karte jedoch nicht abgespielt werden.

Motel One Sendlinger Tor

Herzog-Wilhelm-Straße 28
80331 Munich
T +49 (89) 5177725-0
WEBSITE

550 m/0.34 miles walking distance from POELLATH office

We have pre-booked hotel rooms:

  • pre-booking rate valid until 03. April: Single room, 14./15.-17.05.2025, EUR 129,00 excl. breakfast (EUR 17,90/day)

Booking via the registration form.

Living Hotel Das Viktualienmarkt

Frauenstraße 4
80469 Munich
T +49 (89) 8856560
WEBSITE

500 m/0.3 miles walking distance from POELLATH office

MIO by AMANO

Sendlinger Straße 46
80331 Munich
T +49 (89) 6142110
WEBSITE

400 m/0.2 miles walking distance from POELLATH office

LOUIS Hotel

Viktualienmarkt 6
80331 Munich
T +49 (89) 41119080
WEBSITE

400 meters/0.24 miles walking distance from the POELLATH office

We can recommend the Louis Hotel to you – a lovely, small boutique hotel with a great location in the center of Munich.

To make a reservation, please contact the hotel directly and use our corporate rate with the booking code: PÖLLATH.