On February 4, 2010 (1 pm ET / 12 pm CT / 11 am MT / 10 am PT), Logan Education Services will offer a Primer on International Estate Planning--a 90 Minute Live Teleconference that is designed to help you serve your "international clients" by identifying and planning for common issues that can arise for this class of individuals.
This teleconference specifically reviews basic transfer tax issues for U.S. citizens, noncitizen residents and nonresident aliens; the treatment of foreign and domestic trusts; and estate planning issues concerning noncitizen spouses. The teleconference will also discuss special considerations for U.S. citizens living abroad, the new expatriation rules, as well as several traps for the unwary. The U.S. government is now placing a heavy emphasis on enforcing its tax laws with respect to assets held abroad or crossing the border. This workshop is very useful for professionals who wish to benefit and protect their international clients.
Listed below are some key agenda points:
Listed below are registration and purchase options for this teleconference:
The teleconference will be lead by Matthew R. Hillery and Jay D. Rosenbaum, both of Edwards Angell Palmer & Dodge LLP.
This event is recommended to attorneys, estate planners, accountants, presidents, vice presidents, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.
Posted by Joshua Hock, Associate Editor, Wealth Strategies Journal
This teleconference specifically reviews basic transfer tax issues for U.S. citizens, noncitizen residents and nonresident aliens; the treatment of foreign and domestic trusts; and estate planning issues concerning noncitizen spouses. The teleconference will also discuss special considerations for U.S. citizens living abroad, the new expatriation rules, as well as several traps for the unwary. The U.S. government is now placing a heavy emphasis on enforcing its tax laws with respect to assets held abroad or crossing the border. This workshop is very useful for professionals who wish to benefit and protect their international clients.
Listed below are some key agenda points:
U.S. Citizens Living AbroadPlease click here to view the complete agenda.
U.S. Beneficiary of Foreign Trust
Gifts and Bequests From Covered Expatriates
Listed below are registration and purchase options for this teleconference:
Live Teleconference, $199The teleconference offers continuing education credit; listed below are some of the programs that have approved the teleconference for credit:
Live Teleconference & CD, $268
CD Only, $199
To register online, visit www.lorman.com
To register by phone, 1-866-352-9539
To register by fax, 1-715-833-3953
To register by email, customerservice@lorman.com
Please view a complete listing on the Detailed Credit Information page, the link to which is found at the bottom of the conference agenda. Additional credit may be available upon request. Please call 1-866-352-9540 for more information. Only registered attendee will receive continuing education credit.
- CBC
- CFP
- CHTD
- ACCTS
- CLE
- CPE
- Enrolled Agents
The teleconference will be lead by Matthew R. Hillery and Jay D. Rosenbaum, both of Edwards Angell Palmer & Dodge LLP.
This event is recommended to attorneys, estate planners, accountants, presidents, vice presidents, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.
Posted by Joshua Hock, Associate Editor, Wealth Strategies Journal
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