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ON DEMAND: Estate Planning Series: U.S. Families with Foreign Assets vs. International Families with Assets and Beneficiaries in the U.S.
U.S. Families with Foreign Assets vs. International Families with Assets and Beneficiaries in the U.S.
Credit: 0 Credit Hours
Tax and estate planning for international clients is challenging and complex. For U.S. citizens and residents with assets outside the U.S., it is important to understand how the assets are subject to federal income tax, additional reporting requirements, and how the assets will transfer at death. For nonresidents with assets located in the U.S. or family members who are U.S. citizens or residents, it is important to plan to minimize taxes, understand the extent they are subject to federal/state income and gift/estate taxation, and opportunities to plan for their U.S. beneficiaries.
This presentation will cover U.S. residency for income taxation and estate and gift taxation, the difference in tax treatment of U.S. citizens and residents as compared to nonresidents, the federal transfer tax rules and exemption levels applicable to nonresidents, informational reporting requirements, investment strategies for international clients, and general tax and estate planning opportunities.
Sponsored by: Estate Planning Committee of the D.C. Bar Taxation Community
- Christopher Klug, Partner, BurgherGray LLP
- Christopher Opie, Principal and Co-Head of Bernstein’s Global Family Practice, Alliance Bernstein
|D.C. Bar Member||$40.00|
|D.C. Bar Premium Community Member||$0.00|
|Estates, Trusts and Probate Law||$20.00|
|Law Student Community||$15.00|
|Non Profit Attorney||Standard|