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Trust & Estate and Investment Planning and US Tax for Multi-Nationals; Citizens, Residents, and Non-resident Aliens

October 28 @ 10:00 AM - 11:00 AM EDT

This EACC webinar is brought to you by the EACC New York.

Our panel will cover topics such as: Pre-Immigration Tax Planning; U.S. Income tax issues for U.S. non-citizen/non-residents; Expatriation Planning; Income, Gift, & Estate Planning; U.S. Exit Tax Rules and more.

Concrete issue to be addressed will include:

Tax issues:
• US Income tax issues for US non-citizen/nonresident, temporary US resident and green card holder.
• US Estate and Gift tax issues for US non-citizen/nonresident, temporary US resident and green card holder.
• US tax compliance for nonresident citizens, dual citizens & green-card holders

Legal issues:
• Legal Considerations When Establishing a US Trust
• Legal issues concerning Estates and gifts
• Personal Property Planning & Re Property Planning, Tangible /Intangible Assets
• Probate And Court Issues With Foreign Fiduciaries
• Family Related Issues: Foreign Wills (Incl. Charity/Gifts), Minor Children, Attorney And Health Care Proxy
• Marshaling International Assets Specifically Non-Tax Issues (Jurisdictions & Beneficiary Designation)
• Foreign Trust vs US Trusts; Grantor/Non-Grantor Status

Financial issues:
• Reporting requirements & trends (trusts and gifts)
• Gifts and Estate planning
• Wealth planning (incl for foreign spouses)
• Planning for Successful Wealth Transfer incl Trust types and Special Issues Affecting Planning (Country Specific Considerations)

Also attend this webinar to get hands-on advice on non-tax related issues relevant for non-resident non- citizens coming to the U.S., such as: Personal Property Planning, Family Related Issues like foreign Wills and Minor Children, and Probate and Court Issues.

● Timothy Larson, Director of Tax Services, BERKOWITZ POLLACK BRANT
● Paul Ferrara, Managing Director | Wealth Strategies Advisor, BANK OF AMERICA
● Russell Adler, Partner, FAEGRE DRINKER

This webinar is free for EACC-members and EACC non-members.


October 28
10:00 AM - 11:00 AM EDT
Event Category:


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