International Estate & Tax Planning 2022 | Practising Law Institute (PLI) | 1 June 2022 | PLI New York - Online , 1177 Avenue of the Americas Entrance on 45th Street, New York, NY

PLI is proud to join Co-Chairs Andrew Auchincloss and Beth Tractenberg in presenting International Estate and Tax Planning 2022. Throughout 2021 even experienced estate planners faced unforeseen challenges brought on by the global pandemic and clients’ changing priorities. Now, more than ever, professionals must be expertly equipped to address their international private clients’ unique and complicated legal issues.

What You Will Learn
• Move beyond the basics in advising clients considering permanent relocation
• What partners with different citizenships need to know
• Why residence v. domicile is key for tax planning
• Understand how tax is calculated under Section 877A
• Know what has changed about Section 2801 inheritance tax and why it matters
• Up-to-date practical guidance on disclosure requirements and compliance issues

2022 Speakers

CHAIRPERSON:

Andrew S. Auchincloss
Partner, Schlesinger Lazetera & Auchincloss LLP

Beth D. Tractenberg
CO Chair, Steptoe & Johnson LLP

SPEAKERS:

Stephen Liss
Partner, ArentFox, Schiff

Shelly Meerovitch
Head, Global Families Wealth Strategies, AllianceBernstein, L.P

Megan R. Worrell
Managing Director, J.P. Morgan Private Bank