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DTSTART;TZID=America/New_York:20240905T130000
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SUMMARY:Planning Challenges for Families with Multi-National Family Members or Assets
DESCRIPTION: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. \n\n\n\nDiscussion Highlights: \n\n\n\n\nMost common legal and tax differences important to estate planning between the U.S. and other countries\n\n\n\nNon-U.S. citizen spouses and the marital deduction\n\n\n\nOwning real property in another country\n\n\n\nChallenges with trusts that exist even in other common law jurisdictions\n\n\n\nU.S. citizens who have a tax residency in a foreign country who own interests in a U.S. business entity\n\n\n\nBasic challenges in opening accounts across jurisdictions\n\n\n\nEU and U.K. ownership disclosure requirements \n\n\n\n\nSpeakers: \n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nLive and Recording—CTFA 2.0 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-09052024/
LOCATION:Virtual
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