Handler Law’s Nina Stillman J.D., L.L.M. will be presenting at a MyLawCLE webinar focused on the complexities of estate planning for international families. From navigating U.S. tax limitations to structuring cross-border trusts, this program offers critical guidance for attorneys working with globally connected clients.
Program Summary
Estate planning for mixed-nationality/citizenship couples presents unique challenges that require careful consideration of income and estate tax laws, residency and domicile issues, and cross-border asset planning. This CLE webinar will provide estate planning attorneys with a comprehensive examination of key tax implications, including U.S. estate and gift tax rules for non-citizen spouses, treaty considerations, and effective strategies for structuring trusts, wealth transfers and other planning tools. Led by an estate planning attorney with over 30 years of experience, this session will offer practical insights and planning techniques to help attorneys navigate the complexities of cross-border estate planning for their clients.
Key topics to be discussed:
- U.S. Estate and Gift Tax Rules for Non-Citizen Spouses: Understand the limitations on the marital deduction, tax exemptions, and strategies for minimizing estate and gift taxes
- Residency, Domicile, and Treaty Considerations: Learn how residency status impacts estate planning, tax obligations, and the role of international treaties in mitigating double taxation
- Cross-Border Asset Planning and Trust Strategies: Explore effective wealth transfer techniques, including the use of Qualified Domestic Trusts (QDOTs) and other tools to optimize tax efficiency and asset protection
Live video broadcast
May 15, 2025 | 1:00–3:10 PM ET
Register here.