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An Introduction to International Estate Planning
Wednesday, April 21, 2021, 12:00 PM - 1:15 PM PDT
Category: CLE

An Introduction to International Estate Planning       - Register Today!

Please join us for a presentation by attorneys Michelle Graham and Helen Cheng, who are international estate and tax planning partners at Withers Bergman, LLP. The gift and estate tax rules for non-US individuals are very different than for US individuals. This presentation will provide an overview of the transfer tax rules for non-U.S. persons, including U.S. residency and domicile tests, transfer tax rules, and situs rules. The presentation will also cover common planning techniques for non-U.S. domiciliaries with assets or beneficiaries in the U.S.

Ms. Graham and Ms. Cheng are leaders in the field of international estate and tax planning. Ms. Graham is a fellow of the American College of Trust and Estate Counsel (ACTEC), and an International Academy of Estate and Trust Law (IAETL) Academician. Ms. Cheng currently serves as chair of the Society of Trust and Estate Practitioners San Diego Branch (STEP SD), and on the STEP USA Board of Directors.

PASD Thanks our Season Education Sponsor:
Prudent Investors


Contact: Joanne Briggs [email protected]