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This program recording
covers all aspects of estate planning for international fact patterns
with U.S. connections, including:
· US Estate, Gift and GST Taxation of Non-US Persons
and Property
· The Peripatetic International Executive
· Accumulated Income in Foreign Trusts
· US Trusts for Non-US Persons
·Foreign Corporations Held in Trusts: PFIC and CFC
Rules
· Asset Protection: Onshore v. Offshore
· Due Diligence and Money Laundering
· Reporting by US persons of Foreign Trusts and
Transactions
· Planning for Latin Americans, Israelis and
Canadians
·Expatriation
·Multinational Prenuptial Agreements, Separation
Agreements and Divorce
· International Charitable Giving
This program will be
beneficial for estates and tax attorneys, trust officers, accountants,
insurance consultants and financial planners. There are some basic
presentations for those who are familiar with domestic estate planning
but want to be more knowledgeable regarding international
issues. There are also
more sophisticated and focused presentations for those who practice
frequently in international estate planning and wish to hone their
skills regarding U.S. issues and keep up with new developments.
The speakers include some of
the world's leading experts on international estate planning.
Program Contents
· U.S. Estate, Gift and GST Taxation of Non-U.S. Persons and
Property
· The Peripatetic International Executive
· Foreign Corporations Held in Trusts: PFIC and CFC
Rules
· Asset Protection: Onshore v. Offshore
·Reporting by U.S. Persons of Foreign Trusts and Transactions
· Offshore Private Placement Life
Insurance
· Developments in Planning for Latin
Americans
· Canada-U.S. Planning Issues
· Expatriation: Where Do We Stand?
· Planning for Israeli Residents and
Non-Residents
· The Role of the Protector
· The Supreme Court Pasquantino Case
·Due Diligence and Money Laudering:
The U.K. Experience
· U.S. Trusts for Non-U.S Persons
· Accumulated Income: What Is It? How Do You Get Rid
of It?
· International Charitable Giving
· Multinational Prenuptial Agreements, Separation
Agreements and Divorce
Program Speakers
G. Warren
Whitaker, Esq. (Chair)
Day, Berry and
Howard LLP
—New York
City
Alexander A.
Bove, Jr., Esq.
Bove & Langa,
P.C.
—Boston,
MA
Jack
Brister
ERE LLP
—New York
City
Virginia F.
Coleman, Esq.
Ropes & Gray
LLP
—Boston,
MA
Karl J.
Feitelberg
The Sterling
Resources Insurance Agency, Inc.
—Hingham,
MA
Sanford H. Goldberg, Esq.
Roberts &
Holland LLP
—New York
City
Ellen
Harrison, Esq.
Pillsbury Winthrop
Shaw Pittman LL
—McLean,
VA
Alon Kaplan,
Esq.
Alon Kaplan Law
Firm
—Tel Aviv,
Israel
M.
Read Moore, Esq.
McDermott, Will
& Emery
—Chicago,
IL
Edward C.
Northwood, Esq.
Hodgson Russ
LLP
—Buffalo,
New
York
Duncan E.
Osborne, Esq.
Osborne & Helman
LLP
—Austin,
TX
John G.
Rhodes
MacFarlanes, London
—England
Joshua S.
Rubenstein, Esq.
Katten Muchin
Rosenman LLP
—New York
City
Ivan Sacks,
Esq.
Withers Bergman
LLP/Withers LLP
—New York
City
Dina Kapur
Sanna, Esq.
Day Berry &
Howard LLP
—New York
City
Arthur
Winter, Esq.
Winter Associates,
Inc.
—Evanston,
IL
Total MCLE
Credits...... 13.0
Ethics MCLE
Credits..... 0.0
* Each additional person who uses the
tapes for MCLE credit must purchase a copy of the “MCLE
coursebook.”
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