Past Event

EACCNY Trust & Estate Update

Tue. December 09, 2014 08:00 am - 10:00 am !European American Chamber of Commerce New York New York, NY 10018

Join us for a discussion on Trust & Estate Planning and Investment Strategies for Multi-Nationals.

Topics of discussion will include:
US Estate and Gift tax issues for US non-citizen/nonresident, temporary US resident and green card holder.
• The meaning of term resident and nonresident (Green Card & 183 day rule)
• General rules for US residents (Green Card holders)
• General rules for non-residents
• Rules for nonresidents temporarily in US under work visas
• Income tax planning issues

US Estate and Gift Tax Issues for US non-citizen/nonresident, temporary US resident and green card holder.
• The meaning of term resident and non-resident (Domicile & other definitions for Income Tax purposes)
• General rules for US residents (Green Card Holders)
• General rules for nonresidents
• Rules for nonresidents temporarily in US under work visas
• Estate and gift tax planning issues (Legal, tax & financial considerations when establishing a US trust; Issues as they relate to beneficiaries/owners of foreign trusts)

US tax compliance for nonresident citizens, dual citizens & green-card holders
among them Terminating US residency and Expatriation planning (US exit tax rules)

Wealth Management for US residents & non US residents
• Diversification and custody
• Compliance standards
• US Tax reporting

SPEAKERS:
• Deepak Soni, CEO, VONTOBEL SWISS WEALTH ADVISORS
• James Cassidy, Sr. Tax Director - Expatriate Services, BDO
• Timothy P. Fisher, Esq., P.C., Of Counsel, MENAKER & HERRMANN, LLP

TIME:
8:00 - 8:30 AM Check in
8:30 - 10:00 AM Program
10:00 - 10:30 AM Networking

REGISTRATION:
We have reached capacity and registration is now closed. Sorry, we can not accept additional registrants.