Tax and Estate Planning for US Persons with Foreign Assets - 17 June 2020

Host group
Host Left
Hosted by
STEP USA
Event Type
Web Event
Date

(On-Demand)

Planning for US persons with foreign assets can involve a multitude of issues and complexities that a purely domestic estate planning matter does not. This webinar will address  issues to look for when planning for a US person with foreign assets; how to take title, including a discussion on foreign entity options;  estate planning documents to consider; and U.S. tax compliance matters. You will learn from an award-winning expert with experience in cross-border work spanning Latin America, Asia, Europe, Australia, Canada and the Middle East.

Michelle Graham, former chair of STEP San Diego, is a partner in the private client and tax team of Withersworldwide, where her team focuses on estate planning and tax planning strategies for both domestic and international clients. She has experience in advising both US and non-US clients on tax planning matters, IRS compliance with foreign reporting, and strategies to minimize global taxation. Cross-border work includes advising on planning issues for family businesses, including structuring and implementing intra-family sales, buy-sell agreements and family business succession planning. Michelle has been ranked in Legal Week’s Private Client Global Elite and recognized as one of the Best Lawyers in America®.

Please register for STEP USA Webinar: Tax and Estate Planning for US Persons with Foreign Assets on Jun 17, 2020 1:30 PM EDT at: Register

After registering, you will receive a confirmation email containing information about joining the webinar.

Cost group
Event Cost
Free to STEP members
Contact
Eileen Budd
Eileen.Budd@step.org
Add to Calendar 2020-06-17 00:00:00 2020-06-17 00:00:00 Tax and Estate Planning for US Persons with Foreign Assets - 17 June 2020 (On-Demand) Planning for US persons with foreign assets can involve a multitude of issues and complexities that a purely domestic estate planning matter does not. This webinar will address  issues to look for when planning for a US person with foreign assets; how to take title, including a discussion on foreign entity options;  estate planning documents to consider; and U.S. tax compliance matters. You will learn from an award-winning expert with experience in cross-border work spanning Latin America, Asia, Europe, Australia, Canada and the Middle East. Michelle Graham, former chair of STEP San Diego, is a partner in the private client and tax team of Withersworldwide, where her team focuses on estate planning and tax planning strategies for both domestic and international clients. She has experience in advising both US and non-US clients on tax planning matters, IRS compliance with foreign reporting, and strategies to minimize global taxation. Cross-border work includes advising on planning issues for family businesses, including structuring and implementing intra-family sales, buy-sell agreements and family business succession planning. Michelle has been ranked in Legal Week’s Private Client Global Elite and recognized as one of the Best Lawyers in America®. Please register for STEP USA Webinar: Tax and Estate Planning for US Persons with Foreign Assets on Jun 17, 2020 1:30 PM EDT at: Register After registering, you will receive a confirmation email containing information about joining the webinar. STEP USA STEP USA Europe/London public