The American Law Institute is holding a conference entitled, International Trust and Estate Planning 2018 on Thursday, November 1, 2018 – Friday, November 2, 2018, at the PARC 55 Hotel in San Fransisco, California. Provided below is a description of the event:
This course is a must for international tax and trust professionals seeking practical strategies on the ever-changing issues confronting their clients.. This reliably comprehensive two-day CLE program has been reformatted this year into specialized quadrants that devote equal time to foreign related trust issues, inbound planning issues, compliance and ethics, and outbound planning issues. These sections will allow the faculty to take a deep dive into the stewardship of the assets U.S. citizens who reside or have assets abroad, non-U.S. citizens who reside in, are moving to or want to invest in the United States, and multinational families with assets and/or family members in more than one country. As always, this premier program is updated to offer practitioners the latest information and practical strategies about tax, trusts, and estate planning to enable you to advise your clients who have international connections. The program will also highlight issues involving tax reform that affect the planning of these trusts and estates.
What You Will Learn
Year after year, this program delivers the latest information on the most complex aspects of international trust and estate issues, including:
Planning for U.S. Clients Who Are Beneficiaries of Foreign Non-Grantor Trusts
Tax Transparency, Compliance, and Ethics: CRS and FATCA and related reporting
Developments in Anti-Money Laundering Rules, Transparency of Beneficial Ownership
Inbound Planning Issues for Individual Nonresident Aliens and Investors
Outbound Planning for U.S. Individuals and Investors
In addition to the critical substantive information presented by expert faculty, this popular CLE program boasts an engaging, interactive format in which registrants’ questions are answered throughout the program as well as the unique opportunity to network with faculty members and attendees from around the world.
Who Should Attend
Attorneys, accountants, and financial planners with cross-border practices, as well as trust officers of U.S. or foreign banks, will benefit from attending this course.
Register two or more and SAVE! Register one person for the in-person course at full price and save 40% on all additional in-person registrations for this course from your organization. Separate discounts are also available for group webcast registrations. Click on “Group Rates” for more information. (Valid on new registrations only; discounts may not be combined.)
Study Materials
Going green in 2018! Course materials will be available in electronic format for download the week before and during the course. Print materials will not be distributed. All registrants are advised to bring laptops or tablets to the course to view the course materials, including updates.
