Minimizing International Transfer Taxes: Utilizing Trusts, U.S. Estate and Gift Tax Treaties
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will outline methods to reduce gift, estate, and transfer taxes paid by taxpayers holding assets in the U.S. and abroad. Our panel of international trust and estate veterans will divulge planning techniques to minimize transfer taxes paid and point out caveats to avoid when formulating international estate plans for multinational taxpayers.
Outline
- International trusts and estates: introduction
- U.S. transfer taxes
- Situs rules
- Utilizing trusts in international estate plans
- Treaty relief
- Required filings
Benefits
The panel will address these and other critical issues:
- Utilizing trusts, and caveats of utilizing trusts, in international estate tax planning
- Required filings that nonresidents could be subject to in the U.S.
- U.S. situs rules for taxing real property and intangibles
- How U.S. estate and gift tax treaties impact estate plans
Faculty
Lawrence M. Lipoff, CPA, TEP
Director
CohnReznick
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private... | Read More
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private client services to enable high-net-worth individuals and families to maximize their new or generational wealth. He provides strategic advice to his clients and their closely held businesses in the areas of income tax planning and compliance, estate planning and administration services, as well as family structure consulting. Through many years in practice, he synthesized the work of various related professionals, and their firms integrate several planning strategies into solutions that maximize value. Mr. Lipoff is a frequent lecturer and author of articles published through professional forums on topics including domestic and international - estate planning and fiduciary income taxation including constructive attribution rules for foreign trusts, Forms 3520 & 3520-A, Graegin Loans, business succession, generation-skipping transfers, Chapter 14 and carried interest estate planning for private investment fund principals, preferred freeze partnerships, and private placement life insurance.
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Beatrice Skyberg, CPA, CFP, AEP
Senior Manager
Eide Bailly
Ms. Skyberg has more than 14 years of public accounting experience providing services to a variety of clients. She... | Read More
Ms. Skyberg has more than 14 years of public accounting experience providing services to a variety of clients. She specializes in international and domestic fiduciary, gift and estate taxation and provides corporate, partnership and individual taxation services. Ms. Skyberg assists with compliance, consulting and planning services for a variety of nonprofit organizations and private foundations.
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