Private Client Services

Trusts & Estates Planning

PRINT

A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration

July 12, 2024 at 9:35am10:25am (PST)
Estancia La Jolla Hotel & Spa

Greenberg Glusker Partner and Private Client Services Chair, Laura Zwicker, has been invited to present "A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration" during Day 2 of the CalCPA Estate and Trust Planning Conference 2024.

Session Description

Clients today are more mobile than ever, and, intentionally and unintentionally, so too are their trusts. For a variety of reasons including but not limited to taxation, flexibility, asset protection, and privacy to name a few, clients are increasingly aware of the potential benefits of not only establishing new trusts in tax friendly jurisdictions, but also in the benefits of relocating existing trusts to trust friendly jurisdictions. This session will explore some common and not so common issues arising when clients, their assets and their structures cross state and international borders. 

Resources