ICLE | Estate Planning for Clients with International Ties
Estate Planning for Clients with International Ties
On-Demand Seminar (Posted 05/16/16) | CLE: 0.75 | Level: Basic/Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Today, the odds that your estate planning client holds international investments and real estate, or has family or friends with a connection to a foreign country, are greater than ever. International ties can significantly change the results of a well-laid estate plan or make what may seem like a relatively simple plan complicated.

Watch and learn to:

  • Anticipate tax and estate planning implications of foreign ties
  • Plan gifts to (and from) nonresident family members
  • Determine which foreign laws apply to your client's assets
  • Avoid inadvertently making your U.S. trust a foreign trust
  • Engage foreign counsel when necessary
  • Draft wills that comply with the Washington Convention
Available Formats
Raj Malviya and Claire Rosati talk about engaging foreign counsel when your estate planning client...
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