Category: Trust /Estate (See Credit for CLE & Specialization Approval) Category: Trust /Estate (See Credit for CLE & Specialization Approval) (show less)

Speaker
Yulissa Zulaica
Johnston, Kinney & Zulaica LLP

Topics
International estate planning encompasses so much. This presentation will help practitioners issue spot in a number of scenarios.

• US citizens living abroad
  o Planning in the US – how should we think differently about it and why?
  o Coordinating cross-border plans – why is it important?
• Opportunities for Non-residents with U.S. beneficiaries – no estate or GST tax exposure opportunity
• Non-resident investments in the U.S.
  o Options on investments? New investments opportunities under the new Tax Act.
  o What if they already hold assets? Is there any way to mitigate US tax exposure?
• Planning for Blended Families Internationally
  o Same sex marriage – what if not recognized in one jurisdiction?
  o Planning impact? Administration impact?

Disclaimer: The LSBA’s inclusion of a program in its CLE programming is not to be deemed a statement or an endorsement of the views expressed therein by the LSBA or any member of the LSBA. Speakers on LSBA programs were carefully selected for their knowledge, but neither the LSBA nor the speaker warrant that the presentations or materials were free of errors or will continue to be accurate. Statements in the presentations and their materials should be verified before relying on them. Opinions expressed are those of the speakers and do not necessarily reflect opinions of the LSBA, its sections, or committees. Views expressed are those of the authors and contributors only.