Planning for International Estates 101 - CLE, Continuing Legal Education - ALI CLE.org
Planning for International Estates 101
  • Cosponsored by The American College of Trust and Estate Counsel
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Available Online: Online CLE | MP3 Downloads | Coursebook

About ACTEC

ACTEC Logo The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.



Why You Should Attend

 

Do you have a client who fits any of the following descriptions…?

is not a U.S. citizen

has a non-citizen spouse

is a non-citizen with assets in the U.S.

is a non-citizen who is domiciled in the U.S.

has Nonresident Alien (NRA) relatives

 

If you answered yes, then this course will give you the tools you need to take advantage of important planning opportunities for your client, as well as avoid some common pitfalls!


Join distinguished Fellows of The American College of Trust and Estate Counsel at this CLE program on international estate planning for an enlightening discussion of how IRS statutes and regulations differ for cross-border and non-citizen spouse estate planning.

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What You Will Learn

Topics to be discussed include:

analyzing a client’s citizenship

domicile issues for non-citizens

difference between the rules governing income taxes versus transfer taxes

ownership and titling of assets – beware the traps!

importance of treaties

forms of asset ownership between husband and wife


Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials and free access to the archived online program.

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Who Should Attend

This accredited continuing legal education program from ALI CLE is designed for trust and estate attorneys, and other legal professionals who counsel noncitizens, expatriates, and citizens with noncitizen spouses.

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Planning Chair

Beth D. Tractenberg, Katten Muchin Rosenman LLP, New York City

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Faculty

John L. Campbell, Kohnen & Patton LLP, Cincinnati

Suzanne L. Shier, Northern Trust, Chicago

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Program Schedule

All Times Eastern Daylight

12:30 Program Begins.

Fellows of The American College of Trust and Estate Counsel discuss common issues that arise in the international estate planning context for noncitizens, expatriates, and citizens with noncitizen spouses.

2:00 Program Ends.

Total 60-minute hours of instruction: 1.5; Total 50-minute hours 1.8

Suggested Prerequisite: Two to four years’ experience in subject matter

Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent legal developments

Level of Instruction: Intermediate

Click Here for MCLE Credit Information

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Here's what registrants have said about this course:

"Great program!"

"A good, informative program."

"The program was well presented."

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Times

Eastern 12:30 pm to 2:00 pm

Central 11:30 am to 1:00 pm

Mountain 10:30 am to 12:00 pm

Pacific & Arizona 9:30 am to 11:00 am

Alaska 8:30 am to 10:00 am

Hawaii 6:30 am to 8:00 am

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Course Details


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