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Sophisticated Tax Planning for Your Wealthy Clients 2019

SOP19201 - Estate Tax Planning: Cross-Border Pitfalls and Considerations (Sponsored by Withum)

Nov 18, 2019 7:00am ‐ Nov 18, 2019 7:50am

Standard: $49.00


In this session we will cover the basic concepts of what constitutes a cross border estate or trust as well as the U.S. tax implications and tax filing requirements.

Learning Objectives:

  1. Understand which estates and trust are considered cross-border for U.S. tax purposes.
  2. Identify some planning opportunities for cross-border estates and trusts.


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