Description
Total Credits: 15.0 in Professional Practice
This 2015 Institute continues as a much anticipated annual event at which trust and estates practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border estate and tax planning with a U.S. component.
Materials
Slides |
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| Day 1_Topic 2 - M. Katharine Davidson - Foreign Versus U.S. Estates - PowerPoint Presentation | Available after Purchase | ||
| Day 1_Topic 2 - Mark Summers - Foreign Versus US Estates - PowerPoint Presentation | Available after Purchase | ||
| Day 1_Topic 4 - Peter A. Cotorceanu - FATCA Implementation - PowerPoint Presentation | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Appendix 1 - PowerPoint Presentation | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Appendix 2 - PowerPoint Presentation | Available after Purchase | ||
| Day 1_Topic 6 - Planning Issues for Indian and Asian Families - PowerPoint Presentation | Available after Purchase | ||
| Day 1_Topic 7 - Kim GC Moody - Canada_U.S. Planning Scenarios - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 1 - Miles Padgett - Private Trust Companies - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 2 - Glenn S. Kolleeny - Russian Taxation of Trusts and Private Clients and De-Offshorization - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 2 - Dmitry A. Pentsov - Russian Taxation of Trusts and Private Clients and De-Offshorization - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 3 - Dina Kapur Sanna - Foreign Investment in U.S. Real Property - PowerPoint Slides | Available after Purchase | ||
| Day 2_Topic 4 - Stanley A. Barg - New Developments in International Estate Planning - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 5 - Gary Lee - Foreign Trusts_How to Deal With UNI - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 6 - Brian Rowbotham - Income Tax Treaties - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 7 - Gail E. Cohen and Vanessa Schrum - Trustee Liability Issues_Offshore vs Onshore - PowerPoint Presentation | Available after Purchase | ||
| Day 2_Topic 8 - Daniel Perron - Obtaining Citizenship - PowerPoint Presentation | Available after Purchase | ||
Materials |
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| Day 1_Topic 1 - M Katharine Davidson - Taxation of NRAs Non-Citizen Spouses, Foreign Trusts - Material | Available after Purchase | ||
| Day 1_Topic 1 - Robert L. Dumont - Taxation of NRAs Non-Citizen Spouses, Foreign Trusts - Material | Available after Purchase | ||
| Day 1_Topic 1 - Stephen Ziobrowski - Taxation of Non-Citizen Spouses, Foreign Trusts - Material 1 | Available after Purchase | ||
| Day 1_Topic 1 - Stephen Ziobrowski - Taxation of non-citizen Spouses, Foreign Trusts - Material 2 - Reporting Requirements | Available after Purchase | ||
| Day 1_Topic 4 - Peter A. Cotorceanu - FATCA Implementation - First Nibble Tax Analysts - Material | Available after Purchase | ||
| Day 1_Topic 4 - Peter A. Cotorceanu - FATCA Implementation - FATCA and Trusts - Second Bite - Material | Available after Purchase | ||
| Day 1_Topic 4 - Peter A. Cotorceanu - FATCA Implementation - Pin the Tail on the Elephant - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Overall Index - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Index 1 - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Index 2 - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Index 3 - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Index 4 - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Index 5 - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Index 6 - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Index 7 - Material | Available after Purchase | ||
| Day 1_Topic 5 - Bishop, Matthews and Sullivan - Status of OVDP and U.S. Tax Compliance - Bibliography - Material | Available after Purchase | ||
| Reference Materials - Day 1_Topic 3 - Luncheon Speaker - Kathryn Keneally - U.S. Enforcement Against Offshore Accounts - Material | Available after Purchase | ||
| Day 2_Topic 2 - Dmitry A. Pentsov - Russian Taxation of Trusts and Private Clients and De-Offshorization - Material | Available after Purchase | ||
| Day 2_Topic 3 - Dina Kapur Sanna - Foreign Investment in U.S. Real Property - Material | Available after Purchase | ||
| Day 2_Topic 3 - Meredyth Smith - Foreign Investment in U.S. Real Property - Material | Available after Purchase | ||
| Day 2_Topic 4 - Gideon R. Rothschild - New Developments in International Estate Planning - Canada Supreme Court - Material | Available after Purchase | ||
| Day 2_Topic 4 - Gideon R. Rothschild - New Developments in International Estate Planning - Material | Available after Purchase | ||
| Day 2_Topic 4 - Gideon R. Rothschild - New Developments in International Estate Planning - MKT_SGP_Lawyers Guide - Material | Available after Purchase | ||
| Day 2_Topic 5 - Amy E. Heller - Foreign Trusts_How to Deal With UNI - Material | Available after Purchase | ||
| Day 2_Topic 5 - Gary Lee - Foreign Trusts_How to Deal With UNI - Material | Available after Purchase | ||
| Day 2_Topic 7 - Vanessa Schrum - Trustee Liability Issues_Offshore vs Onshore - Material | Available after Purchase | ||
| Reference Materials - Day 1_Topic 3 - The Global Luxury Residential Real Estate Report 2015 - Full Report | Available after Purchase | ||
| Faculty Biographies | Available after Purchase | ||
| Complete Course Materials | Available after Purchase | ||