On Demand
New
Unlimited

Counseling on Estate and Gift Tax for the Multinational Client

1h

Created on September 14, 2021

Intermediate

CC

$89

Overview

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.


Learning Objectives:

  1. Differentiate between a client domiciled in the United States with a non-domiciliary

  2. Explore how ownership structuring can limit transfer tax exposure for non-domiciliaries

  3. Discuss how estate and gift tax treaties can be utilized to reduce situs-country taxation

  4. Identify multinational drafting considerations


Gain access to this course, plus unlimited access to 1,700+ courses, with an Unlimited Subscription.

Explore Lawline Subscriptions