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Trust & Estate Planning Update 2022

Join us for a discussion on Trust & Estate planning and investment strategies for multi-nationals.

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 RoskiesCounsel, 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

 

Location:
Offit Kurman Offices
590 Madison Ave. 6th Floor
New York, NY 10022

Date

Oct 25 2022

Time

14:30 - 16:30

More Info

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