Stanley A. Barg

Stan practices in the areas of tax law and estate planning with a particular emphasis on planning for international families. He advises clients throughout the world on matters pertaining to U.S. income, estate and gift taxation, the establishment and maintenance of international trusts, the use of life insurance, the structure of investments in the United States by non-U.S. persons, expatriation from the United States and other related matters.

The Society of Trust and Estate Practitioners (“STEP”) is a worldwide professional association focused on family inheritance and succession planning. Stan is currently chairman of STEP USA and he participates in STEP's International and Public Policy Committees, which conduct internal discussions and develop public policy positions on behalf of STEP on the issues relating to cross-border and international practice. He is also a member of the ABA's Taxation and Real Property, Probate and Trust Law and International sections, the International Bar Association, and the International Tax Planning Association.

Stan has been recognized in 2010, 2011, 2012 and 2013 by Citywealth as a member of its Leaders List in Private Wealth Management for North America and has an AV Preeminent Peer Review rating by Martindale-Hubbell.

Stan is admitted to practice in New York, the District of Columbia and Pennsylvania and is also a member of the Israel Bar Association qualified to practice in Israel as a foreign lawyer. Stan is a frequent national and international speaker and author. He is a 1975 graduate of New York University School of Law (LL.M. in Taxation).

Recent Representative Projects
  • Advised the trustees of an international trust where some of the trust beneficiaries were becoming residents of the United States
  • Advised individuals who were surrendering their U.S. citizenship
  • Advised trustees of an international trust making a substantial real estate acquisition in the United States
  • Advised a non-U.S. based family as to how to make gifts to their children residing in the United States
  • Advised an individual who was regarded as a resident for tax purposes of both the United States and France as to how to minimize his overall income tax liability

Selected Recent Speaking Engagements and Publications
  • Speaker, "Operation of U.S. Check the Box Rules in International Tax Planning", New York State Bar Association, Tel Aviv, Israel, June 26, 2014
  • Speaker, "Effective U.S. Tax Planning for Heirs with U.S. Family Connections", STEP Israel Annual Conference, Tel Aviv, Israel, June 24, 2014
  • Speaker, "Practitioners' Update: U.S. Developments", 16th National Conference of STEP Canada, Toronto, Ontario, June 16-17, 2014
  • Speaker, "Taxation of Foreign Trusts with U.S. Beneficiaries", 10th Annual International Estate Planning Institution, New York, New York, March 13-14, 2014
  • Speaker, "Effective Tax Collection by Major Economies", STEP International Committee Symposium on Tax Planning in the Age of Austerity, London, England, November 30, 2012
  • Speaker, "The Use of Delaware Trusts in an International Context", Delaware Bankers Association, 2012 Delaware Trust Conference, October, 2012
  • Contributing Co-Author, ‚ÄčTrusts in Prime Jurisdictions, ‚Äč2010, Global Business Publishing Ltd.
Direct Line: 212.405.4754
Direct Fax: 212.937.3114
E-Mail Address: sbarg@kozlaw.com