EST2109 - EST2109. Reporting Foreign Trust & Cross-Border Gift Transactions

Description

This session will cover cross-border estate, gift and trust issues and the reporting requirements associated with those issues. 

Learning Objectives:

• Understand when a non-US person may need to file a 709
• Discuss some of the common transactions that may trigger a 3520 or 3520-A filing requirement

Speaker(s):

• Irene C. Estrada, JD, Managing Director, PwC
• David Mohel, Director, PricewaterhouseCoopers