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.
SCHEDULE OF EVENTS
12:00 P.M. Welcome Lunch
12:30 P.M. Presentation
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.
Add to Calendar
150 East 58th St., 22nd Fl.
New York, New York 10155
*Application for New York accreditation of this course is currently pending.
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