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CLE on Planning for International Estates

CLE

The American Law InstituteContinuing Legal Education (ALI CLE) and the American College of Trust andEstate Counsel (ACTEC) is sponsoring a telephone seminar and audio webcastentitled, Planning for InternationalEstates 101, on Thursday, September 12, 2013.  Provided below is a description of the event:

Attend this program and get you the tools you need to takeadvantage of important planning opportunities for your client, as well as avoidsome common pitfalls when it comes to international estate planning!

Join distinguished Fellows of The American College of Trust andEstate Counsel for an enlightening discussion of how IRS statutes andregulations differ for cross-border and non-citizen spouse estate planning.

Topics include:

  •  analyzing a client’s citizenship
  • domicile issues for non-citizens
  • difference between the rules governing income taxes versus transfer taxes
  • ownership and titling of assets – beware the traps!
  • importance of treaties
  • forms of asset ownership between husband and wife