CLE on International Trust & Estate Planning in Washington, D.C.
The American Law Institute is hosting a CLE entitled, 19th Annual ALI CLE Advanced Course of Study on International Trust and Estate Planning, which will take place on October 27–28, 2016, at the Washington Plaza Hotel in Washington, D.C. at 10 Thomas Circle. Provided below is a description of the event:
The two-day program provides an in-depth review of the factors to consider when providing tax and estate planning advice to wealthy individuals and families with U.S. and foreign contacts. Some of this year’s important topics include:
- U.S. tax rules applicable to foreign “grantor” and “non-grantor” trusts
- Common Law trusts and their analogues in other legal systems
- Trust and related tax law developments outside the United States
- Practical advice for clients with foreign trusts and business interests
- Update of current multinational initiatives impacting cross-border wealth and tax planning
- New options for international charitable planning and related developments
- S. immigration and citizenship rules relevant to estate planning
- The current “mark-to-market” expatriation tax rules, including the proposed section 2801 “inheritance” tax regulations
- The effect that the international exchange of beneficial owner information embedded in CRS and FATCA is likely to have on cross-border tax and estate planning
As in past years, the course’s distinguished faculty will use interactive panels to address the latest wealth planning strategies and trends. There will be ample time to discuss your questions with the faculty and to network with them and a national audience of your peers.