Learn to identify and plan for common tax issues that arise when working with a multinational client.
Families and wealth are becoming increasingly international. More individuals work abroad, own property in more than one country, qualify as citizens or residents of multiple nations, and marry citizens of other nations than ever before. Each of these factors can subject individuals to the competing property, succession and tax laws of multiple jurisdictions. This topic will help you to identify and plan for common issues that can arise when dealing with a multinational client. Specifically, the material will address basic transfer tax issues for U.S. citizens, noncitizen residents and nonresident aliens; the treatment of foreign and domestic trusts; and estate planning issues concerning noncitizen spouses. Additionally, the topic will cover special considerations for U.S. citizens living abroad; the U.S. expatriation rules; as well as traps for the unwary. Since the U.S. government places a heavy emphasis on enforcing its tax laws with respect to U.S. connected individuals, understanding the complexities of estate and tax planning for your international clients is of the utmost importance. This topic will provide you with the knowledge necessary to identify these key issues.
Agenda
Faculty
Jay D. Rosenbaum
Nixon Peabody LLP
- Partner and International Private Clients Team leader at Nixon Peabody LLP
- Represents high net worth individuals and families both in the U.S. and around the globe
- Serves as an advisor to nonprofit institutions
- Advised a number of successful companies and their owners and executives through a wide variety of corporate transactions and transitions
- Named a Massachusetts Super Lawyer in the area of estate planning/trusts
- Former member of the faculty of Harvard Law School, where he taught trusts and estates
- Frequent speaker on estate planning at a variety of continuing education programs for attorneys, accountants and other financial services professionals
- Fellow of the American College of Trust and Estate Counsel (ACTEC)
- TEP designated member of the Society of Trust and Estates Practitioners (STEP)
- Listed in the Trusts and Estates Section of Best Lawyers in America
- J.D. degree, Boston University School of Law; B.A. degree, Boston University
- Can be contacted at 617-345-1269, 44-20-7096-6601 or [email protected]
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