Past Event

Cross Border Wealth Planning for International Families: Update on U.S., EU, and Global Rules

Thu. November 05, 2026 08:30 am - 10:30 am !CliftonLarsonAllen (CLA) Offices New York, NY 10165

As global mobility, cross‑border wealth structures, and regulatory expectations continue to evolve, multinational families face a rapidly shifting landscape in financial planning. This year’s program provides a comprehensive, transatlantic perspective - covering U.S., EU, and key third‑country considerations - to help globally mobile families navigate new tax rules, legislative proposals, and planning strategies.

Participants will gain practical insights into structuring cross‑border trusts, managing international assets, addressing family financial issues, and adapting to ongoing regulatory and geopolitical developments.

Discussion topics will include:

I. Status update on wealth management, what’s going on in global mobility
• What is happening on the ground, are families moving and if so where and why?
• The Transatlantic Legislative Landscape
> Status of U.S. estate tax reform proposals
> Capital‑gains‑at‑death debates and implications for cross‑border families
> EU-level developments affecting succession, reporting, and asset transfers
• What you need to know before you make a move
• Pre‑immigration & Expatriation Planning:
> Retirement, gifts & inheritance (different legal systems that may effect your planning),
> and mobility considerations for individuals relocating into or out of the U.S. or EU.
• U.S. Taxation for Non‑Citizens & Mobile Individuals
> Income, estate, and gift tax rules for non‑citizens, non‑residents, temporary residents, and green‑card holders
> U.S. tax compliance for dual citizens, long‑term residents, and globally mobile families
> FATCA (Foreign Account Tax Compliance Act), CRS (Common Reporting Standard by the OECD), and information‑exchange updates
> SEC & IRS enforcement trends affecting international families
• State‑Level Estate Taxes - Navigating the patchwork of state regimes and their impact on planning for globally mobile clients.

II. Legal Issues in Cross‑Border Trust & Estate Planning
• Establishing U.S. trusts for non‑U.S. families: key legal considerations; Family‑related issues: foreign wills, charitable bequests, guardianship, health‑care proxies;
• Marshaling international assets and coordinating beneficiary designations across legal systems; Multigenerational Planning: Country‑specific considerations, trust types, and long‑term governance strategies
• U.S. vs. foreign trusts: grantor/non‑grantor status, reporting, and control; Managing tangible and intangible personal property across jurisdictions

III. Financial & Strategic Planning Considerations
• Strategic Planning Trends for 2026
> Planning for foreign spouses, planning for second marriage related issues
> Evaluating the role of SLATs, GRATs, IDGTs, and other advanced estate planning vehicles in a post sunset landscape - particularly in light of the One Big Beautiful Bill Act, which permanently increased the Lifetime Gift and Estate Tax Exemption
• Building Flexibility into Trusts
> Decanting, non‑judicial settlement agreements, and adaptive trust design
> Risk‑management frameworks for cross‑border families
• Reporting Requirements & Compliance Trends
> Trust and gift reporting, valuation issues,
> IRS technical updates, compliance related issues and new tracking capabilities incl. when to get help

 

SPEAKERS:
• Mary Ford, Tax Principal, CLA (CliftonLarsonAllen)
• Caryn B. Keppler, Principal, OFFIT KURMAN
• Deepak Soni, CEO & Managing Director, MARGNA PEAK ADVISORS AG
• Carlos Soto Raynal, VP - Senior Wealth Strategist, PNC PRIVATE BANK
• Yvonne Bendinger-Rothschild, Executive Director, EACCNY [Moderator]

 

LOCATION:
CLA (CliftonLarsonAllen) Offices
60 E 42nd St, 51st Floor
New York, NY 10165


 

NOTE: This program is offered as an in-person event and will not be live-streamed or recorded.


Registration is closing at 2pm ET on November 4th (Wednesday).