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13th Annual Advanced ALI-ABA Course of Study for Counselors to Foreign and U.S. Clients

August 19, 2010, American Law Institute - American Bar Association
Speakers:Scott D. Michel, Michael G. Pfeifer

Date: August 19-20, 2010

Event Description:

  • Do you know what constitutes a controlled foreign corporation (CFC) or passive foreign investment company (PFIC)?
  • How do the rules governing these entities interact with the rules governing trusts?
  • How can the “check-the-box” rules be used in planning?

This annual advanced course of study, comprising 13 hours of instruction, deals with estate planning for both the U.S. client with foreign connections and the foreign client with U.S. connections (which may include family members or active or passive investments). In our increasingly multinational world, the sophisticated estate planner cannot practice effectively without knowledge of the special tax and non-tax rules that come into play for these types of clients. For more information, click here.

Speakers from Caplin & Drysdale: Scott D. Michel, President & Member, Caplin & Drysdale; Michael G. Pfeifer, Member, Caplin & Drysdale