Past Event

Trust & Estate Planning Update 2022

Tue. October 25, 2022 08:30 am - 10:30 am !Offit Kurman Offices New York, NY 10022

Join us for a discussion on Trust & Estate planning and investment strategies for multi-nationals.

Our panel will address the following issues as well as other relevant topics for multinational families:


I. Pre-immigration tax planning (built-in gain issues, investments in non-US entities/funds/retirement plans)
● US tax compliance for non-resident citizens, dual citizens and green card holders (definition of US residence, disclosure & Reporting obligations, etc.)
● Income, gift, and estate planning for non-residents with US children
● Legal, tax & financial considerations when establishing a US trust

II. Non-tax related issues relevant for non-resident and/or non-citizens coming to the US:
● Personal property planning & re property planning, tangible /intangible assets
● Probate and court issues with foreign fiduciaries
● Family related issues: foreign wills (incl. charity/gifts), minor children, attorney and health care proxy
● Marshaling international assets specifically non-tax issues (jurisdictions & beneficiary designation)
● Foreign trust vs. US trust; grantor/non-grantor status

III. Exit Planning
● Expatriation planning (US exit tax rules)
● Tax/legal exposure to structures in place in the US and potential unwinding of these structures


SPEAKERS:
● Diane Roskies, Counsel, OFFIT KURMAN
● Jack Brister, Managing Member and Founder, IWTA
● Christopher Wright, Partner, CBIZ MARKS PANETH & MHM
● Robert M. Nemzin, Senior Wealth Planner, HSBC
● Yvonne Bendinger-Rothschild, Executive Director, EACCNY [Moderator]

TIME:
8:30 – 9:00 AM Check in | 9:00 – 10:00 AM Program | 10:00 – 10:30 AM Networking

REGISTRATION FEE:
EACCNY Members: Free
EACCNY non-Members: Free

COVID PROTOCOL:
Proof of Covid-19 Vaccination required to Attend