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: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
We will apply for approval in other US states as registrations warrant, with exception to the following: RI, VA, WA**
* Approval process times will vary
** We will supply you with the information needed to self-apply
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.
