SIG: Private Clients & Estate Planning

8.30am – 10am MDT, 5 June 2026 ‐ 1 hour 30 mins

Cheyenne | Joshua Driskell (Lagerlof LLP), Steve Lueker (Moses Singer), Sandra Perera (Rothbard & Company LLC) & Leslie Sobol (Lucas Horsfall)

MSI members will explore how to avoid missteps when counselling high net worth clients living outside the US

• Things to look for when clients are considering or already live outside the US
• How to handle expatriation issues
• The Accidental American
• Retirement accounts and trusts
• Business complications beyond personal and retirement accounts

Speakers

Joshua Driskell

Managing Partner, Lagerlof LLP

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Steve Lueker

Partner (Tax, Fund Formation & Transactional), Moses Singer

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Sandra Perera

Director - Corporate Sales & International Tax, Rothbard & Company LLC, Certified Public Accountants & Advisors

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Leslie Sobol

Tax Partner, Lucas Horsfall Accountants & Advisors

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Joshua Driskell

Managing Partner, Lagerlof LLP

Joshua Driskell is Managing Partner at Lagerlof LLP, law firm in Los Angeles, California.

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Steve Lueker

Partner (Tax, Fund Formation & Transactional), Moses Singer

Steve Lueker is a Partner at Moses Singer, law firm in New York City, New York.

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Sandra Perera

Director - Corporate Sales & International Tax, Rothbard & Company LLC, Certified Public Accountants & Advisors

Sandra Perera is Director in Corporate & International Tax at Rothbard & Company LLC, Certified Public Accountants & Advisors, accounting firm in Fort Lauderdale, Florida.

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Leslie Sobol

Tax Partner, Lucas Horsfall Accountants & Advisors

Leslie Sobol is Tax Partner at Lucas Horsfall Accountants & Advisors, accounting firm in Los Angeles California.