Planning for International Estates 101
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.
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.
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.
Beth D. Tractenberg, Katten Muchin Rosenman LLP, New York City
John L. Campbell, Kohnen & Patton LLP, Cincinnati
Suzanne L. Shier, Northern Trust, Chicago
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
Here's what registrants have said about this course:
"A good, informative program."
"The program was well presented."
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