Jul

    Live from Skills Training: Planning for the Multinational Client

    3:15 PM GMT

    As clients become more global in their business and personal affairs, estate planners need to learn the traps and opportunities when advising non-US persons who have US beneficiaries and/or US investments.  Topics include residency and domicile issues, gift and estate tax considerations, planning with foreign grantor and non-grantor trusts and pre-immigration planning.

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    Event Details

    Format

    Web

    Date

    Jul 15, 2015

    2015-07-15T15:15:00.000Z 2015-07-15T16:45:00.000Z Live from Skills Training: Planning for the Multinational Client

    As clients become more global in their business and personal affairs, estate planners need to learn the traps and opportunities when advising non-US persons who have US beneficiaries and/or US investments.  Topics include residency and domicile issues, gift and estate tax considerations, planning with foreign grantor and non-grantor trusts and pre-immigration planning.

    Speakers

    Gideon Rothschild

    Moses & Singer LLP

     

    GIDEON ROTHSCHILD is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group.  He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and foreign trusts. 
     
    Mr. Rothschild is a Past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers.  He is a member of the Advisory Boards of BNA’s Tax Management and Trusts and Estates, and a Past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP).  He was an Adjunct Professor at the University of Miami Law School Graduate Program and has lectured frequently to professional groups including the University of Miami’s Philip Heckerling Institute, the New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, and the American Institute of Certified Public Accountants.  He is also a Certified Public Accountant.

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