3-Hour Program

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PLI is proud to join Co-Chairs Andrew Auchincloss and Beth Tractenberg in presenting International Estate and Tax Planning 2023. Throughout 2022 even experienced estate planners faced unforeseen challenges brought on by shifting economic and political factors and clients’ changing priorities.  Now, more than ever, professionals must be expertly equipped to address their international private clients’ unique and complicated legal issues.  

Join us on May 19 for this streamlined, deep dive into this specialized practice.  We will discuss the critical areas that practitioners must know in advising individuals with cross-border interests including important guidance on tax planning for those seeking to relocate to the U.S. from abroad or vice-versa.  We will also provide important updates on transparency initiatives around the globe that affect the international private client.

What You Will Learn

After completing this program, participants will be able to:

  • Gain insights on the attorney-client privilege protection in international estate planning
  • Address estate and tax planning specific to clients with interests in the U.S. and the U.K.
  • Prepare clients for CFC and PFIC tax treatment
  • Manage matrimonial issues in international estate plans

Credit Details

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