Planning for Cross-border Clients 2021 (C) | Society of FSP | 29 March 2021 | Virtual Event
Venue
Virtual Event
Virtual Event
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| Event Date | Mon Mar 29 EDT (over 1 year ago) |
| Region | All |
Details
Advisors who represent clients with international connections, such as foreigners with US assets and beneficiaries, should be familiar with the basic tax and estate planning rules applicable to nonresidents. Additionally, individuals who have noncitizen spouses are subject to special estate and gift tax rules. Eli Akhavan will provide an overview of basic international tax issues that advisors need to be aware of and special planning techniques that can help avoid estate and gift tax issues.
You Will Learn:
• Estate and gift taxation for nonresident aliens
• Life insurance as a planning tool
• Properly titling accounts
• Gifting assets to noncitizen spouses
• General planning tools
Speakers
2021 Speakers
FEATURED SPEAKER:
Eli Akhavan, JD, LLM
Senior Counsel, Norton Rose Fulbright