6-Hour Program

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In addition to the credits listed to the right, this program also offers credit for CFP certification. International Estate & Tax Planning 2018 has been approved for 7.50 CE credits.

Why You Should Attend

As individuals and business taxpayers increasingly globalize their personal and commercial activity, they expose themselves to greater legal and tax obligations. Legal advisers must consult their clients with a complete understanding of applicable tax regimes and multijurisdictional issues. Whether their clients are United States persons with assets or beneficiaries overseas, non-U.S. persons with ties to the U.S., or business entities with a mix of transnational operations and domesticities, it is incumbent upon advisers to remain vigilant in learning how new and evolving tax structures affect their clients.

Comprehensive international tax and estate planning must consider marital property and inheritance laws, immigration and nationality laws, income, estate and gift taxes, reporting requirements, trusts and foundations, and any potential for conflicts of laws. This range of factors must be considered within the context of a global progression toward heightened reporting requirements, increased transparency and more stringent tax enforcement and disclosure. More than ever, ignorance is no defense.


Topics Include

• Recent tax legislation and legislative proposals affecting international private clients

• U.S. tax and non-tax reporting requirements applicable to U.S. persons with foreign assets or interests   in foreign entities

• Multijurisdictional succession and tax planning for private clients with international interests or connections

• Primer on FATCA, foreign trusts, and private investment companies

• Offshore trust litigation: what gets fiduciaries, settlors, and beneficiaries into trouble and how to avoid it

• Marital property regimes: types of community property, determining the applicable regime and related U.S. tax consequences

• Determining when an individual is a U.S. person (citizen or resident) or a nonresident alien and related U.S. tax and immigration law implications

Credit Details