U.S. Trust and Estate Planning 2020 | Knect365 Informa Business | TBA, Downtown Miami, FL, USA

Successfully establishing and managing trusts in the U.S. for optimized asset protection, tax efficiency and wealth preservation.
Navigating the challenges and opportunities of evolving federal and state laws, tax frameworks and cross-border strategies for the benefit of the modern private client in the U.S. and abroad.

What Will You Gain?
Benefit From Expert Planning Strategies:
• Asset protection hot spots; opportunities onshore vs offshore
• Moving trusts to the US; Practical challenges and opportunities
• Effectively using trusts in cross-border planning; PPLI as a cross-border tool
• Comparing domestic locations; pros and cons
• Latest strategies for tax efficiency in the US
• Key considerations for your client; finding the right fit; successfully advising the modern family

Make Top Connections and Learn From the Industry:
Key decision-makers and senior industry experts from across the U.S. and key offshore jurisdictions, including:
• Trust companies
• Banks
• Wealth managers
• Law firms
• CPAs
• Tax advisory specialists
• Offshore and cross-border experts

Get Ahead With Key Legal and Regulatory Insight:
• Evolving state and federal laws; impact for establishing and managing trusts and estates across the U.S.
• Tax consequences of asset protection trusts
• Impact of worldwide information exchange for client and advisers
• Advising on CRS and FATCA
• South Dakota; legislative, judicial and executive branch actions
• Delaware; impact of the Trust Act 2019