Chaya Siegfried


    Credit Info
  • NASBA Field of Study

  • Format

    On demand

  • Level

  • CPE Credit


  • Course acronym

  • Prerequisites

  • Course duration

    50 Minutes

Estate Tax Planning: Cross-Border Pitfalls and Considerations

In this video we will cover the basic concepts of what constitutes a cross border estate or trust as well as the U.S. tax implications and tax filing requirements.
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Topics discussed

Learning objectives

Recall which estates and trust are considered cross-border for U.S. tax purposes.
Identify some planning opportunities for cross-border estates and trusts.

Who will it benefit?

Those with basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.