Moving Wealth to U.S. Relatives Webcast | 4203806B

Description

Increasingly, Nonresident Aliens seek assistance in transferring wealth to their U.S. resident family members. Some alternative structures are superior when the NRA doesn't intend to migrate to the U.S. Others are better for pre-immigration planning. Gain vital knowledge for practitioners 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

Determine 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.