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CLE - Cross-Border Estate Planning

Wednesday, March 1, 2017 4:00 PM to 6:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

The presenters will discuss various estate planning techniques and considerations for non U.S. persons and U.S. persons living abroad, including the taxation of non-U.S. persons; the creation, administration and reporting of foreign trusts; planning for the non-citizen spouse and qualified domestic trusts; and U.S. reporting requirements for foreign assets.  Attendees will leave with a general understanding of these techniques and the ability to identify situations where such planning is needed.

Registration Categories:
Premier Member - Free. Included as part of membership.
BBA Member - $130.00
Non-Member - $230.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Law Student - $30.00

Not a member? Join the BBA today to receive discounted rates for CLE programs and conferences.

If the cost of this seminar would preclude you from attending, please contact us about tuition discounts.

Refunds & Cancellations
Please note that refunds will only be allowed for cancellation notices received at least 24 hours before the program.

Materials: The BBA has gone digital! We are reducing our printing of hard copy materials for accredited programs. All of our materials are now offered in electronic format and is sent in advance to registrants via email. Free WiFi is available in all conference rooms so you can easily have your materials on your portable devices and laptops!

Accreditation: This program is eligible for 2 hours of credit. The BBA is an accredited provider in Rhode Island. Credit is also available in New York, through the NY Approved Jurisdiction Policy; and through reciprocity agreements in Maine, Vermont and California. Please refer to the rules in each jurisdiction for further instructions on submitting programs for CLE credit. A Certificate of Attendance will be provided at the conclusion of the program.

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Julia Carvalho
jcarvalho@bostonbar.org

 

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