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Planning Challenges for Families with Multi-National Family Members or Assets

September 5 @ 1:00 pm 2:30 pm

Many U.S.- based families have one or more family members living outside the  country for many years or even permanently. Other families acquire property in a foreign country. This session will review some of the more common issues to watch for when dealing with the legal and tax systems of different countries.

Discussion Highlights:

  • Most common legal and tax differences important to estate planning between the U.S. and other countries
  • Non-U.S. citizen spouses and the marital deduction
  • Owning real property in another country
  • Challenges with trusts that exist even in other common law jurisdictions
  • U.S. citizens who have a tax residency in a foreign country who own interests in a U.S. business entity
  • Basic challenges in opening accounts across jurisdictions
  • EU and U.K. ownership disclosure requirements 


Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.0 credits
Approved for 1.5 ME CLE

To register, please email amelia.dow@portlandtrust.com.


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