Estate and Trust Administration for Beneficiaries Who Are Non-U.S. Persons

The administration of trusts and estates with non-US person beneficiaries can be complex, particularly as to income taxation. This presentation will provide an overview of tax compliance and issues to watch for, along with practical tips to help ease administrative difficulties.

Presented by: Gregory Herman-Giddens

CLE: 1.0 general credit 

Approved States: AR, CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AZ, CT, ND, NH, TX eligible to claim credit. MO eligible to claim general credit only.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.