Estate planning for US clients with foreign assets requires understanding the intersection of US tax law, international treaties, and foreign legal systems—areas where many practitioners lack deep expertise. This foundational webinar informs attorneys about the primary estate and gift tax challenges that arise when representing US clients with foreign property and foreign beneficiaries. The webinar will explore alternative estate and gift structuring strategies for US-based clients with international estate planning needs.

The ABA TECHSHOW is where lawyers, legal professionals, and technology all come together. Attendees learn about the most useful and practical technologies available. 

Estate Planning and Elder Law attorneys often advise clients to restructure assets – often putting them in trust.  Whether the goal is to avoid probate, reduce future transfer taxation, or minimize countable resources, transferring assets means changing legal ownership, and any change in ownership could have tax consequences that the planner cannot ignore.  Some transfers might have no tax impact at all, others might have an impact that is insignificant, and others might have substantial tax consequences, which become a larger problem if they are a surprise to the client. Recommending and implementing trust planning without considering all potential tax consequences is a recipe for disaster.