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
Presenter:
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