Webcast: International Estate Planning (CAINEP16)
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With the greater mobility of wealth and of the world's population, international estate planning is a fast-growing area of tax law. Americans working and retiring overseas; foreigners investing and living in the U.S.; and marriage unions between foreign nationals and Americans all create a complex web of tax planning. We'll cover estate planning issues unique to cross-border clients, including gifting assets, avoiding U.S. estate taxes for foreign clients, QDOT trusts, pre-immigration estate tax

1/21/2016
When: 01/21/2016
3:00 PM until 4:00 PM
Where: Webcast
Louisiana
United States
Presenter: Jacob Stein Esq., JD, LLM


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Registration Fees
Members $35
Non-Members $50

CPE: 1 hours
Level: Intermediate
Vendor: CalCPA
Category: Taxation
Prerequisites: None
Advanced prep: None

Who should attend: Accountants, business managers and CFOs.

With the greater mobility of wealth and of the world's population, international estate planning is a fast-growing area of tax law. Americans working and retiring overseas; foreigners investing and living in the U.S.; and marriage unions between foreign nationals and Americans all create a complex web of tax planning. We'll cover estate planning issues unique to cross-border clients, including gifting assets, avoiding U.S. estate taxes for foreign clients, QDOT trusts, pre-immigration estate tax planning and application of estate tax treaties.

Objectives

  • Identify transfer taxes applicable to foreign clients.
  • Determine how to avoid U.S. transfer taxes for foreign clients.


Major Topics
  • Residence status for transfer tax purposes
  • Gift and estate taxes applicable to non-resident aliens
  • Avoiding gift and estate taxes for foreign clients
  • Pre-immigration transfer tax planning