20WC-0269: Moving Wealth to U.S. Relatives (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, July 22, 2020
12:00pm - 2:00pm Central Time
2 CPE ()
Increasingly, Nonresident Aliens seek assistance in transferring wealth to their U.S. resident family members. Some alternative structures are superior when the NRA doesn't intend to migrate to the U.S. Others are better for pre-immigration planning. Gain vital knowledge for practitioners with a growing international practice.
Major subjects
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Importance and difficulty of establishing non-U.S. accounts for U.S. trusts.
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Use of irrevocable grantor and complex trusts, LLCs and other entities, e.g., blocker corporations.
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Form 3520 and other reporting obligations.
Learning objective(s)
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Determine how to guide clients with Non-U.S. relatives on the most efficient alternative ways to move wealth to the U.S.
Who should take this program?
CPAs and financial professionals.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$101.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$75.00
|
 Standard Nonmember Fee |
$101.00
|
