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Estate and Wealth Tax Planning: European Clients with U.S. Assets

  • New York United States (map)

The U.S. and Western Europe have long been linked by strong cultural ties, and it is not surprising that today many families face cross-border issues involving these regions.

Now, more than ever, it is necessary for wealth planning professionals to see beyond the borders of their country in order to understand the multi-jurisdictional issues that impact their clients.

Participants will gain a better understanding of the factors that impact strategic asset decisions for each client. The speakers will provide a general overview of the main succession issues that arise in practice and suggest pragmatic solutions.

SPEAKERS

Galia Antebi, Managing Member
Stanley C. Ruchelman, Chairman

SCHEDULE OF EVENTS

12:00 P.M.  Welcome Lunch
12:30 P.M.  Presentation

CREDIT AVAILABLE

CLE 1.0 Areas of Professional Practice (non-transitional)*
CPE 1.0 Taxation

Date & Time

Wednesday, July 17
12:00 P.M. – 2:00 P.M.

Location

Ruchelman P.L.L.C.
150 East 58th St., 22nd Fl.
New York, New York 10155

 

*Application for New York accreditation of this course is currently pending.


For questions regarding this and other Ruchelman events, contact lapper@ruchelaw.com.

Later Event: November 12
Corporate Tax Summit