Presented by the Taxation and Trusts and Estates Sections
Register for the Feb. 26 and the Mar. 5 webinars and get 15% off. Click Here to Register
This program offers 1 MCLE credit; 1 legal specialization in Estate Planning; Trust & Probate Law. 1 legal specialization in Taxation Law. You must register in advance to participate.
Estate planners who focus primarily on domestic planning often eschew international planning strategies and issues, but in a global society, it is our growing importance to be able to issue spot potential cross-border hazards. Foreign trust issues, in particular, are complex and require specialized attention, and foreign trust status (and the associated reporting requirements) can easily be triggered inadvertently. Using case studies from actual practice, Michelle and Brian will cover the basics of foreign trust classification, taxation and reporting, and offer tips on how to avoid hidden traps for the unwary.
Speakers: Michelle Graham and Brian P. Tsu