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CLE & Events

International Estate Planning

Date: Monday, March 21, 2016 12:00 PM to 1:30 PM
Venue: Presidents Room / Minnesota State Bar Association  Minneapolis, MN United States  Get Directions
Total Price: $20.00

Deadline to Register: March 17, 2016

Points that will be covered during the program include:

Wealth Transfer Taxes

• U.S. federal estate and gift tax application to
o “citizens” –even dual
o “residents”—the subjective test
o “U.S. situs” assets owned by non-resident aliens (NRAs)       

• QDOTS for non-citizen surviving spouses

• Applicable Treaties

Possible Alternatives to Minimize Taxes

• Disclosure requirements applying to all “U.S.” taxpayers
• Offshore bank accounts & FATCA
• Relinquishing U.S. Citizenship

Offshore Trusts – and Domestic Asset Protection Trusts


Barbara Hauser (Wellesley, U of Penn Law, US Supreme Court clerk) a former partner at the Maslon law firm, principal at Gray Plant and Special Counsel at Cadwalader Wickersham & Taft in New York, has extensive experience in international estate planning. Working with wealthy families around the world has led her to a focus on family governance. See her book International Family Governance and also, from her ten years of advising Saudi families, see her book Saudi-Girl Barbara .

Hauser is the author of International Estate Planning: A Reference Guide (Juris Pub, updated annually), the founding President of the Commission on International Estate Planning of the Union International des Avocats (UIA), former Visiting Associate Professor at the University of MN Law School teaching comparative legal systems and international estate planning.

CLE Credits:

1.5 Standard CLE Credits Approved | Event Code: 216393 

Cost (includes lunch):

IBLS Member:  $10
MSBA Member not in the section:  $15
Non MSBA-Member:  $20
Law Student: FREE

Join the International Business Law Section (IBLS) and attend the CLE for free:  $33
MSBA members who are not members of the IBLS can join the section for $33 and attend the CLE for free.  Cleck here to add the section to your MSBA membership, and then contract Tram Nguyen | 612.278.6316 to register for this CLE at no charge.

Remote Participation: 

Remote participation by teleconference and webcast is available.  Please indicate remote participation when registering. Instructions will be sent via email one day prior to the event.. 

Want more information about the International Business Law Section?
To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Questions? Contact Tram Nguyen | 612-278-6316

No sessions have been associated with this event.