WEBINAR: Help! My Family Has Gone Global: Cross-Border Estate Planning Challenges and Solutions
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This presentation will provide practical advice for practitioners counseling clients on cross-border estate planning issues. We will review basic concepts from the perspective of the initial client meeting, including how to identify individuals, trusts and entities as U.S. or foreign from a U.S. tax perspective. Then, we will discuss issues that arise in inbound planning, outbound planning, expatriation planning and pre-immigration planning from the perspective of the client advisor and corporate trustee through case studies. Finally, we will provide guidance on best practices when advising clients on cross-border issues.
