Trust & Estate Planning Update 2022

AGENDA:

I. Pre-immigration tax planning (built-in gain issues, investments in non-US entities/funds/retirement plans)
● US tax compliance for non-resident citizens, dual citizens and green card holders (definition of US residence, disclosure & Reporting obligations, etc.)
● Expatriation planning (US exit tax rules)
● Income, gift, and estate planning for non-residents with US children
● Legal, tax & financial considerations when establishing a US trust

II. Non-tax related issues relevant for non-resident and/or non-citizens coming to the US:
● 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 trust; grantor/non-grantor status

SPEAKERS:
● Diane Roskies, Counsel, OFFIT KURMAN
● Jack Brister, Managing Member and Founder, IWTA
● Christopher Wright, Partner, CBIZ MARKS PANETH & MHM

TIME:
8:30 AM – 10:30 AM EDT

REGISTRATION FEE:
EACCNY Members: Free
EACCNY non-Members: Free

COVID PROTOCOL:
Proof of Covid-19 Vaccination & Booster required to Attend