Estate Planning for International Clients

Estate And Gift Tax Planning For Foreign Private Clients With U.S. Assets And Beneficiaries

The United States enjoys the status of being one of the world’s greatest financial and tax havens. Individuals from around the globe invest in U.S. assets such as real estate and other assets. Additionally, many noncitizens and nonresidents own second homes in the United States and have family members residing in the United States. This CLE seminar will familiarize advisors with the estate and gift tax issues involved with foreigners that have U.S. investments or family members. General tax structures will also be explored.

Presented by: Eli Akhavan, JD

CLE: 1.0 General credit 

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

Eligible to claim credit in: AK, AZ, CT, MO, ND, NH, TX. 

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.