Pre-Immigration Estate Planning – A Practical Guide to Working with Global Clients Considering Immigrating to the United States (December 2017) [18497-1MP3 / 18497-1VIDEO]

Pre-Immigration Estate Planning – A Practical Guide to Working with Global Clients Considering Immigrating to the United States (December 2017) [18497-1MP3 / 18497-1VIDEO]

 
Original Program Date: December 8, 2017
Duration: 1 hours, 1 minutes
Credits: Law & Legal Procedure: 1.00
 
List Price:$99.00
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This recorded session was presented as part of the live seminar and webcast, Planning Outside the Box: State Specific Issues for Washington Estate Planners recorded on December 8, 2017, in Seattle, WA. If you attended the live seminar or webcast and reported CLE credits, you cannot also report credits from watching or listening to this recording.

This topic focuses on the estate planning considerations for non-U.S. clients who desire to immigrate to the United States. The presentation includes a discussion of the applicable U.S. gift, estate and generation-skipping transfer taxes to a non-U.S. client (before and after the client becomes a U.S. resident), planning considerations, and specific strategies for creating a tax- efficient estate plan.

Presenter: Walter Impert – Dorsey & Whitney LLP, Seattle


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