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Minimizing International Transfer Taxes: Utilizing Trusts, U.S. Estate and Gift Tax Treaties

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A

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Conducted on Thursday, May 16, 2024

Recorded event now available

or call 1-800-926-7926

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.


The lifetime estate and gift tax exemption is now $13.61 million for U.S. citizens and residents. For nonresidents, there is a $60,000 lifetime exemption. This remarkable difference is only one of the paramount reasons that foreigners holding U.S. assets or planning to live in the U.S. short or long-term need to prepare for international transfer taxes.

Numerous planning techniques can offer substantial transfer tax savings in the U.S. and abroad. A U.S. citizen married to a noncitizen may want to consider a QDOT (qualified domestic trust) or gifting assets up to the annual allowed exclusion of $185,000 (2024). The U.S. has estate tax treaties with 15 countries. These treaties can alleviate international taxes, or the double taxation, on the transfer of assets. Trust and estate advisers working with multinational taxpayers need to understand the latest planning techniques to minimize overall estate taxes paid by these individuals.

Listen as our panel of experienced international wealth professionals explains how to plan and prepare for transfer taxes in the U.S. and abroad.



  1. International trusts and estates: introduction
  2. U.S. transfer taxes
  3. Situs rules
  4. Utilizing trusts in international estate plans
  5. Treaty relief
  6. Required filings


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


Lipoff, Lawrence
Lawrence M. Lipoff, CPA, TEP, CEBS


With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private...  |  Read More

Skyberg, Beatrice
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

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