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International Estate Planning (4153041A)
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With the greater mobility of wealth and of the world's population, international estate planning is a fast-growing area of tax law. Americans working and retiring overseas; foreigners investing and living in the U.S.; and marriage unions between foreign nationals and Americans all create a complex web of tax planning. We'll cover estate planning issues unique to cross-border clients, including gifting assets, avoiding U.S. estate taxes for foreign clients, QDOT trusts, pre-immigration estate tax

12/3/2015
When: 12/03/2015
12:00 PM - 1:00 PM
Where: Webcast/Webinar
Presenter: Jacob Stein Esq., JD, LLM
Contact: April Deneault
801-834-6634


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With the greater mobility of wealth and of the world's population, international estate planning is a fast-growing area of tax law. Americans working and retiring overseas; foreigners investing and living in the U.S.; and marriage unions between foreign nationals and Americans all create a complex web of tax planning. We'll cover estate planning issues unique to cross-border clients, including gifting assets, avoiding U.S. estate taxes for foreign clients, QDOT trusts, pre-immigration estate tax planning and application of estate tax treaties.

  

Objectives:

Identify transfer taxes applicable to foreign clients.
Determine how to avoid U.S. transfer taxes for foreign clients.

Major Subjects:

Residence status for transfer tax purposes
Gift and estate taxes applicable to non-resident aliens

Avoiding gift and estate taxes for foreign clients
Pre-immigration transfer tax planning

 

Designed For:

Accountants, business managers and CFOs.

 

Prerequisite: None

 

Advanced Prep:  None

Speaker: Jacob Stein Esq., JD, LLM

Vendor: CalCPA

Field of Study: Taxation

Level:  Intermediate

CPE Credit: 1 hour

Acronym: INEP

 

Registration Fees:

Members: $35

Nonmembers: $50

 

Meet the Speaker:

Jacob Stein, ESQ, is a partner with the law firm Klueger and Stein, LLP, in Los Angeles.  The firm's practice is limited to asset protection, domestic and international income and estate tax planning and structuring complex business transactions.  Mr. Stein received his law degree from the University of Southern California, and his Master's of Law in Taxation from Georgetown University.  He has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated (highest possible rating) by Martindale-Hubbell.  Mr. Stein is an author of numerous tax and asset protection articles and technical manuals and a frequent lecturer to various attorney, CPA and other professional groups.  He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

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