Moving Wealth To U.S. Relatives
Description
An increasing number of Nonresident Aliens want help transferring wealth to their U.S. resident family members. Some alternative structures are better when the NRA does not intend to migrate to the U.S. Others are better for pre-immigration planning. This is important knowledge for those with a growing international practice.
Highlights
- Importance and difficulty of establishing non-U.S. accounts for U.S. trusts.
- Use of irrevocable grantor and complex trusts, LLCs and other entities, e.g., "blocker" corporations.
- Form 3520 and other reporting obligations.
Objectives
Learn how to guide clients with Non-U.S. relatives on the most efficient alternative ways to move wealth to the U.S.
Designed For
CPAs and financial professionals.
Registration for this course has passed.
Course Pricing
Member Fee
Applicable if you are a HSCPA member in good standing. |
$60.00 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$94.00 |
Your Price | $94.00 |
CPE Choice
Learn more about CPE Choice.
This course does not qualify for CPE Choice.