Private Client Services

Trusts & Estates Planning


Adding Some Spice: How International Ties Flavor Estate and Gift Tax Planning

January 29, 2021 at 10:00am11:00am (PDT)

Please join us on January 29th as we discuss the following topics on estate and gift tax planning for clients with international ties:

  • Gifting to a non-citizen spouse
  • The difference between U.S. “residency” for income tax and estate tax
  • Worldwide taxation of assets of a U.S. citizen or U.S. resident
  • Estate and gift taxation of non-citizen non-residents with U.S. assets
  • Pre-immigration estate and gift tax planning
  • Vacation homes, bank accounts and other assets outside of the U.S.
  • Common planning pitfalls relating to the UK, France, Japan and Australia.

This program has been approved for 1 hour of general California MCLE credit.