Minimizing International Transfer Taxes: Utilizing Trusts, U.S. Estate and Gift Tax Treaties
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will outline methods to reduce gift, estate, and transfer taxes paid by taxpayers holding assets in the U.S. and abroad. Our panel of international trust and estate veterans will divulge planning techniques to minimize transfer taxes paid and point out caveats to avoid when formulating international estate plans for multinational taxpayers.
Outline
- International trusts and estates: introduction
- U.S. transfer taxes
- Situs rules
- Utilizing trusts in international estate plans
- Treaty relief
- Required filings
Benefits
The panel will address these and other critical issues:
- Utilizing trusts, and caveats of utilizing trusts, in international estate tax planning
- Required filings that nonresidents could be subject to in the U.S.
- U.S. situs rules for taxing real property and intangibles
- How U.S. estate and gift tax treaties impact estate plans
Faculty
Lawrence M. Lipoff, CPA, TEP, CEBS
Director
CohnReznick
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private... | Read More
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private client services to enable high net worth individuals and families to maximize their new or generational wealth. He provides strategic advice to his clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning and administration services, consultation regarding formation of family trusts and philanthropic structures. Mr. Lipoff is a frequent lecturer and author of articles published through professional forums on topics that include preparation of 1040/1041 & 706/709 returns, IRA/pension distribution, domestic and international asset protection, business succession, generation-skipping transfers, S corporation and fiduciary taxation including foreign trusts, alternative minimum tax, Chapter 14, family limited partnerships, international estate planning and administration, grantor charitable lead trusts, captive insurance companies, private placement life insurance and carried interest estate planning for private equity and hedge fund principals.
Close
Beatrice Skyberg, CPA, CFP, AEP
Senior Manager
Eide Bailly
Ms. Skyberg has more than 14 years of public accounting experience providing services to a variety of clients. She... | Read More
Ms. Skyberg has more than 14 years of public accounting experience providing services to a variety of clients. She specializes in international and domestic fiduciary, gift and estate taxation and provides corporate, partnership and individual taxation services. Ms. Skyberg assists with compliance, consulting and planning services for a variety of nonprofit organizations and private foundations.
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CPE processing must be ordered prior to the event.
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CPE credit is not available on downloads.
CPE On-Demand