Counseling on Estate and Gift Tax for the Multinational Client
Created on September 14, 2021
In this course, taught by nationally recognized international tax practitioner Patrick J. McCormick, attendees will gain an understanding of the relevant considerations for non-citizen, non-domiciled clients with American-sitused assets, and those for American citizens/domiciliaries with foreign-situs assets. This program will benefit legal counsel with either category of client. The program includes a thorough discussion of cross-border estate planning drafting and functional considerations.
Differentiate between a client domiciled in the United States with a non-domiciliary
Explore how ownership structuring can limit transfer tax exposure for non-domiciliaries
Discuss how estate and gift tax treaties can be utilized to reduce situs-country taxation
Identify multinational drafting considerations
Gain access to this course, plus unlimited access to 1,700+ courses, with an Unlimited Subscription.Explore Lawline Subscriptions