Upcoming Event

Trust & Estate Update

Tue. January 30, 2018
5:30 pm - 8:00 pm

!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 and a possible impact of new U.S. Tax Legislation on Citizens, Residents, and Nonresident Aliens.
Topics of discussion will include

>> Pre-Immigration Tax Planning (Built-In Gain Issues, Investments in Non US Entities/Funds/Retirement Plans, Transfer Tax Planning)
• US Tax Compliance For Nonresident Citizens, Dual Citizens and Green-Card Holders
• Definition Of US Residence, Disclosure & Reporting Obligations etc
• Income, Gift, And Estate Planning For Nonresidents With US Children
• Legal, Tax & Financial Considerations When Establishing A US Trust
• US Exit Tax Rules

>> US Income tax issues for US non-citizen/nonresident, temporary US residents and green card holders.
• Meaning of term resident and non-resident
> Green Card
> 183 day rule
> Different definitions for Income Tax purposes
• General rules for US residents
• General rules for non-residents
• Rules for nonresidents temporarily in US under work visas
• Income tax planning issues

Plus hands-on Advice on Non-Tax related issues relevant for Non-resident non-citizens coming to the US such as:
• Personal Property Planning & Real Property Planning, Tangible/Intangible Assets
• Probate And Court Issues With Foreign Fiduciaries
• Family Related Issues: Foreign Wills (Incl. Charity/Gifts), Minor Children, Power of Attorney And Health Care Proxy, Guardians for minor children
• Marshaling International Assets Specifically Non-Tax Issues (Jurisdictions & Beneficiary Designation)
• Foreign Trust vs. US Trusts; Grantor/Non-Grantor Status


Heather Flanagan, Managing Director, Head of US Private Wealth Solutions, HSBC
Timothy P. Fisher, Esq., Of Counsel, Menaker & Herrmann, LLP
Jeffrey B. Kolodny, Partner, Cozen O'Connor
David Roberts, Managing Director, Andersen Tax

5:30 - 6:00 PM - Check in
6:00 - 7:30 PM - Program
7:30 - 8:00 PM - Networking

Registration is now closed, we have reached capacity for the event. See you tonight or at one of our other programs.