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Webinar(CA): Moving Wealth to U.S. Relatives

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.

Learning Objectives

Determine how to guide clients with Non-U.S. relatives on the most efficient alternative ways to move wealth to the U.S.

Major Topics

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.

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs and financial professionals.

Instructor(s)
Bruce Givner
Prerequisites

Some knowledge of complex vs. grantor trusts.

Advanced Preparation

None

Location
Webinar
Register Now
When
Jul 22, 2020
11:00 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$75.00

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$101.00
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Webinar(CA): Moving Wealth to U.S. Relatives


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