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Michael Pfeifer to Speak at ALI-ABA International Trust and Estate Planning Conference

August 24, 2012
Program:Expatriation
Event Sponsor:American Law Institute CLE, 2012 International Trust and Estate Planning Course

The 2012 ALI-ABA International Trust and Estate Planning Course will be held at The Ritz-Carlton Toronto, Ontario, Canada from August 23-24, 2012. The course, designed for estate planners, accountants and financial planners with cross-border practices, and trust officers of both U.S. and foreign banks, will include the following topics:
 

  • Tax and reporting rules relating to foreign trusts and trusts established by foreign grantors, plus the regulations and procedures implementing them
  • Complementary tax regimes affecting foreign corporations with U.S. shareholders
  • Marital planning for the non-citizen spouse
  • "Inbound" and "outbound" grantor trusts
  • Segments on international philanthropy and unique estate planning concerns for Canadian clients

Michael Pfeifer's course "Expatriation" will cover expatriation provisions after 2008's HEART Act changes; problems with scope and administration of "market-to-market," deferred compensation and non-grantor trust provisions; new Section 2801 "inheritance" tax; practical issues with advising citizens and long-term residents. The course will start at 1:50 p.m. on Friday, August 24.

Click here for more information and to sign up for the event.