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Meeting/Seminar

The Water’s Edge is Dangerous: Planning Effectively for Foreign Clients with Domestic Ties - 28 August 2019

Host Branch
STEP Los Angeles
Event type
Meeting/Seminar
Venue
JP Morgan Securities
Address
2049 Century Park East, 37th Floor
Los Angeles
CA 90067
Country
USA
Date
28 August 2019
Description

Speakers:

  • Laura A. Zwicker, Partner - Greenberg Glusker Fields Claman & Machtinger LLP
  • Cindy D. Brittain, Partner - Katten Muchin Rosenman LLP

Topic:

The world has gotten small and clients are moving faster. As advisors, it is important that we understand not only the U.S. tax, probate and property law impacts of planning, but also how these planning techniques implicate the tax and property laws of the client’s home jurisdiction. This presentation will examine how non-U.S. clients may acquire U.S. connections, whether assets or beneficiaries, examine the U.S. tax implications of various common planning structures and survey tax, reporting and legal implications of a variety of common U.S. planning structures in several key non-U.S. jurisdictions.

Contact name
Jennet Lisingperlas
Contact phone
-
Contact email
jennet.lisingperlas@withersworldwide.com
Register Add to Calendar events/water-s-edge-dangerous-planning-effectively-foreign-clients-domestic-ties-28-august-2019 08/28/2019 08/28/2019 JP Morgan Securities, 2049 Century Park East, 37th Floor, Los Angeles, CA 90067 STEP Los Angeles The Water’s Edge is Dangerous: Planning Effectively for Foreign Clients with Domestic Ties - 28 August 2019 Speakers: Laura A. Zwicker, Partner - Greenberg Glusker Fields Claman & Machtinger LLP Cindy D. Brittain, Partner - Katten Muchin Rosenman LLP Topic: Hosted by: STEP Los Angeles. Contact: Jennet Lisingperlas. Contact phone: -. Contact email: jennet.lisingperlas@withersworldwide.com