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Unprecedented numbers of US citizens are seeking additional or alternative passports or residences. This program will examine why they are doing so and why the choice of countries has recently changed. We will also discuss investment options, as well as US tax rules impacting Americans living abroad or having foreign assets or foreign sources of income.

• Citizenship or residence by investment - what’s the difference?
• Financial motivations for seeking multiple passports/residences
• Factors in choosing a country
• Investment amounts and options
• Country-by-country analysis
• Tax considerations, including US expatriation tax regime and impact of foreign laws of succession

H. Ronald (Ron) Klasko is widely recognized by businesses, universities, hospitals, scholars, investors, and other lawyers as one of the country’s leading immigration lawyers. A founding member of Klasko Immigration Law Partners, LLP, and as its current Chairman, he continues to serve as a thought leader and advocate for his clients and in the broader immigration bar. Ron has practiced immigration law exclusively for over four decades.

A former National President of the American Immigration Lawyers Association (AILA), Ron was a member of the 2023-2024 EB-5 Investor Committee. He also served as Chair of the High Impact Litigation Committee (previously the Administrative Litigation Task Force). He served as General Counsel of AILA for three Presidents and has been a member of its Board of Governors since 1980. In the area of treaty investors E-2 visas, Ron is particularly well known, having served as the lead attorney on the famous Matters of Walsh and Pollard case, which established the key precedent for E-2 visas. At the request of members of Congress and their staffs, Ron has testified before the U.S. House of Representatives Committee on the Judiciary and the U.S. Commission on Immigration Reform. He is a graduate of the University of Pennsylvania Law School.

Peter Rosenberg is a Senior Partner and Co-Chairman of Stonehage Fleming Americas. He acts as a key advisor to a number of ultra-high net worth families in North America and internationally, bringing together and coordinating the full range of the group’s advisory services to clients. Peter serves as a trustee for many clients. He is also a practicing attorney, focusing on U.S. and international tax planning, compliance, and administration.

He holds a LL.M. in Tax from Villanova University, a J.D. from Temple University, and a B.A. from the University of Pennsylvania. Peter is admitted to practice in New York, Pennsylvania, and in the U.S. District Court for the Eastern District of Pennsylvania. He is a STEP member.