Tax and Estate Planning Issues of Multijurisdictional Cross-Border Families


Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States. There can be significant estate planning and tax risks at stake if the subtle  (and not so subtle) implications of residency are not clearly understood.  This webinar will address
  • Residency - facts and circumstances test for U.S. Estate and Gift Tax reporting purposes
  • Worldwide income tax for US Citizens and residents vs. U.S Income Taxation of Nonresident Aliens
  • Domestic vs. Foreign Trust Oversight and Income Tax
  • Funding of trusts and transferring US or foreign situs property
  • US Reporting Requirements
  • Obligations of the Financial Advisor
  • Common Mistakes
  • Planning for a Foreign Family Member who will become a U.S. Person

Date Published: Wednesday, June 11, 2014

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.