Pre-Immigration Planning (Audio Product)

    Pre-Immigration Planning (Audio Product)
    CLE 90 min

    Pre-Immigration Planning (Audio Product)

    Clients considering a move to the U.S. face a host of complex legal issues. From the immigration perspective they may be considering a visa, green card or even eventual citizenship. From the tax perspective, both pitfalls and opportunities await, including the creation of pre-immigration trusts for transfer tax purposes and income tax planning to avoid U.S. taxation on pre-immigration gains. Additionally, inbound clients must be advised of the complex reporting obligations they will face. This panel will draw on expertise from both perspectives to provide practical insights on planning for these clients.

    During this program our experts will examine options available to practitioners drafting special needs trusts and how to address issues that arise during the administration of the trusts. It will explore the differences between first party SNTs and third party SNTs, as well as how to avoid problems during administration.
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    Pre-Immigration Planning (Audio Product)

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