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International Trust and Estate Planning: Using Trusts and Alternative Vehicles for Inbound Investments

Content Provider
American Law Institute CLE
Product
CLE
Run Time
120 Minutes
Recording Date
04/04/2024
Presenter(s)
Michelle B. Graham, Dina Kapur Sanna, Scott A. Bowman, Michael Rosen-Prinz
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law, Taxation, International Law
Persona
CLE OnDemand

Price $259.00

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Description

Join us as our expert panel takes a comprehensive look at the fundamental and advanced issues that arise when structuring U.S. inbound investments by international clients, including: - U.S. income taxation of foreign trusts, corporations and partnerships - Estate tax-efficient structuring of foreign entities - Single and multiple-tier entity and trust structures - Planning for basis step up for nonresident aliens - Investments involving two-tiered corporations and partnerships - Additional considerations of complex investment and family office structures - Hybrid residency issues

Literature

State Status Total Credits Type Of Credit Approved Thru
AlaskaApproved2.00GeneralOn-going
ArizonaApproved2.00GeneralOn-going
ArkansasApproved2.00GeneralOn-going
CaliforniaApproved2.00Participatory04/04/2029
ConnecticutApproved2.00GeneralOn-going
GeorgiaApproved2.00General12/31/2024
HawaiiApproved2.00General04/04/2026
IllinoisApproved2.00General06/18/2026
IowaApproved2.00General04/03/2025
MissouriApproved2.40GeneralOn-going
New HampshireApproved2.00General04/03/2027
New JerseyApproved2.00GeneralOn-going
New MexicoApproved2.00General04/03/2029
New YorkApproved2.00SkillsOn-going
North CarolinaPending State Response0.00
OklahomaPending State Response0.00
OregonApproved2.00General04/03/2027
PennsylvaniaApproved2.00General06/18/2026
South CarolinaPending State Response0.00
VermontApproved2.00GeneralOn-going
VirginiaPending State Response0.00
West VirginiaApproved2.40GeneralOn-going
WisconsinApproved2.00GeneralOn-going
WyomingApproved2.00General06/18/2025

Speakers