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2010
Agenda and Speakers
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Thursday,
May 20, 2010 |
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3:00-5:00pm |
Lori
Adasiewicz, Esq. |
Review &
Refresh: The Essentials of International Planning. This is a
2-hour intensive review and refresher of the essentials of
international estate and tax planning. We will cover: What is ... “domicile” for transfer tax purposes; the effect of tax treaties; conflict of laws and how to address this in the planning process; how to identify assets that are subject to United States transfer tax and the rules for their taxation. Planning ideas for the non-citizen couple or client, including the Qualified Domestic Trust and alternatives; deductions and credits available to the international client; how to handle foreign
beneficiaries. How to choose a guardian for minor children when your closest relatives are overseas; choice of trustee; community property issues for international clients; conflict of laws and the use of situs wills.
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Friday,
May, 21, 2010
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8:30-9:00 |
Joseph
J. Strazzeri |
A Brave New World
[Joseph J. Strazzeri, Esq.] How has the world changed in serving the international and non-citizen client market? What are the challenges of planning under the new regime? Joe will provide tools and language to address what seems to be a new world order. |
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9:00-10:30 |
Christine
Perry |
A Canadian in the Mix: Selected Planning Issues [Christine Perry, Barrister & Solicitor] What are the common issues encountered by U.S. planners who deal with Canadian clients living in the United States?
The presentation will review basic planning concerns for
Canadian citizens domiciled in the United States (including planning for Canadian assets), and receipt of cross-border inheritances and trust distributions. |
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10:45-12:15 |
Max
Riederer von Paar |
Advanced Topics in International Planning [Max Riederer von Paar, Esq.] Max will discuss a variety of advanced international planning strategies, including, but not limited to, international charitable planning, planning for foreign real estate investors, how to handle IRAs and foreign beneficiaries and the use of offshore trusts. |
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12:30-1:15 |
David
L. Holmes |
Lunch
with speaker David Holmes, MBA, CIO of Dunham Trust Company. How does an U.S.-based professional or corporate fiduciary meet the needs of International Clients and when are they required? How is the need for professional fiduciaries different for international clients and what are the options available to them? |
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1:15-2:15 |
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Insurance Issues Faced by International Clients and their Businesses
[Tom Befumo, MA, CLU] Clients coming in to the United States, or leaving to reside in another country, face a variety of insurance and risk management issues that may prevent or delay their achieving financial objectives; what can be done to prevent problems and create optimal
benefit. |
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2:15-3:30 |
Brent
Bergan |
Income Tax Planning and Compliance for the Emigrating Client [Claudia Howe, CPA & Brent Bergan, CPA] Clients leaving the United States and those entering the country may be taxed differently on their income; how to determine “residency” for income tax purposes, what income is subject to tax, what deductions and credits are available; pre-emigration planning and traps for the unwary. |
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3:45-4:45 |
Claudia
Howe
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Panel Discussion: Case Studies How do you put it all together? Our speakers will work collaboratively to facilitate a discussion of one or more client case studies (time permitting) to identify relevant issues and planning alternatives for handling them. |
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4:45-5:00 |
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Closing Remarks [Joseph J. Strazzeri, Esq.] |
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