See Credit Details Below
Overview
Why You Should Attend
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
Who Should Attend
Advisors to high-net worth clients subject to cross-border tax regulations including U.S. based individuals, families, and partnerships with property interests abroad, and/or U.S. taxpayers living abroad and subject to foreign tax.
Program Level: Intermediate
Prerequisites: Experience in the field of estate and tax planning including knowledge of the U.S. Tax Code
Advanced Prep: None
Lecture Topics [Total time 00:03:30]
Segments with an asterisk (*) are available only with the purchase of the entire program.
- Opening Remarks* [00:04:32]
Beth D. Tractenberg, Andrew S. Auchincloss - Estate Planning and Pre-nuptial Agreements Across the Pond [01:05:19]
Davina Katz, David Whittaker - Attorney Client Privilege in International Estate Planning Matters [01:01:34]
Lawrence M. Hill - CFCs, PFICs, and GILTI, Oh My! Understanding the Rules of Investment in Offshore Entities [01:05:51]
Laurelle M. Gutierrez
The purchase price of this Web Program includes the following articles from the Course Handbook available online:
- Complete Course Handbook
- Patrick Harney and Laura Neal, The 15-Year Itch, STEP Journal (November 2019), available at: www.step.org
Patrick Harney - Patrick Harney and Emma Cooper, Uncle Sam or Aunt Elizabeth: Who Will Get Your Client’s Tax Dollars?, Trusts and Estates, pp. 43-49 (November 2015), available at: www.trustsandestates.com
Patrick Harney - Attorney Client Privilege in International Estate Planning Matters
Lawrence M. Hill - Jonathan S. Brenner and Josiah P. Child, Ch. 395: I’m Looking Through You, You’re Not the Same: Partnership-Held CFCs, Practising Law Institute, Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2022 (July 2022)
Andrew S. Auchincloss,Beth D. Tractenberg
Presentation Material
- PowerPoint #1: Estate Planning and Pre-nuptial Agreements Across the PondPowerPoint: Estate Planning and Pre-nuptial Agreements Across the Pond
David Whittaker - PowerPoint #2: Estate Planning and Pre-nuptial Agreements Across the PondPowerPoint: Estate Planning and Pre-nuptial Agreements Across the Pond
Davina Katz - PowerPoint: Attorney Client Privilege in International Estate Planning Matters
Lawrence M. Hill - PowerPoint: CFCs, PFICs, and GILTI, Oh My! Understanding the Rules of Investment in Offshore Entities
Laurelle M. Gutierrez
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