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: Proper Planning to Protect Assets, and to Avoid Unnecessary Taxes and Disputes Our society, especially here in San Diego, is becoming increasingly more global and diverse. It is common for clients to reside in multiple jurisdictions, and to own assets in multiple jurisdictions. Proper planning is essential to protect your client’s wishes and property, and to avoid unnecessary tax consequences. Furthermore, disputes involving cross-border matters are becoming more common, and it is essential for planners and litigators alike to have a basic understanding of international estate and tax planning. 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: Contact: Joanne Briggs [email protected] |