A pre-recorded streaming AUDIO replay of one session from the October 2020 webcast seminar, 39th Annual Trusts and Estates.
Cosponsored with the Trusts and Estates Section of the Virginia State Bar
This session provides an overview of the issues commonly encountered by trusts and estates practitioners who plan for international families. Many of our clients are foreign-born, green-card holders, or have spouses or other family members who are non-citizens, and many of our clients have family or financial interests abroad. This presentation assists practitioners in identifying and addressing issues in international estate planning. Topics covered include an overview of both international transfer tax planning and international income tax planning, foreign trusts, expatriation rules, and reporting requirements. It also highlights planning strategies available to clients with international ties.