Slides |
Day 1 - Topic 1 - Andersen - U.S. Taxation of Non-U.S. Persons.pdf | Available after Purchase |
Day 1 - Topic 4 - Colvin - Complex Issues in Foreign Trusts | Available after Purchase |
Day 2 - Topic 1 - Pulido - Mexican-U.S. Estate Planning | Available after Purchase |
Day 2 - Topic 2 - Betley and Murphy - Practical Issues in Moving Trusts Offshore and Onshore | Available after Purchase |
Day 2 - Topic 3 - Kahn and Padgett - Short Presentation - U.S. SEC and REgulatory Issues for International Families | Available after Purchase |
Day 2 - Topic 3 - Kahn and Padgett - Long Presentation - U.S. SEC and Other Regulatory Issues for International Familes | Available after Purchase |
Day 2 - Topic 4 - Alden and Basha - PFIC_CFC_Subpart F | Available after Purchase |
Day 2_Topic 5 - Whitaker - Ethical Issues Regarding Offshore Accounts | Available after Purchase |
Materials |
Complete Course Materials | Available after Purchase |
Institute Agenda | Available after Purchase |
Administrative Information | Available after Purchase |
Day 1 - Topic 1 - Davidson - Still Thinking of Coming to American_Advising the Foreign Private Client on Fundamentals of U.S. Estate, Gift and GST Tax Planning | Available after Purchase |
Day 1 - Topic 2 - Barg and Rothschild - New Developments | Available after Purchase |
Day 1 - Topic 4 - Sanna - Complex Issues in Foreign Trusts | Available after Purchase |
Day 1 - Topic 5 - Cotorceanu - Latest Developments in CRS and FATCA | Available after Purchase |
Day 1 - Topic 6 - Berg - Current Topics in Canadian-U.S. Estate and Trust Planning | Available after Purchase |
Day 1 - Topic 6 - Blumenfeld - Current Topics in Canadian-U.S. Estate Trust Planning | Available after Purchase |
Day 1 - Topic 6 - Cadesky - Current Topics in Canadian-U.S. Estate Trust Planning.pdf | Available after Purchase |
Day 2 - Topic 2 - Betley - Practical Issues in Moving Trusts Offshore and Onshore | Available after Purchase |
Day 2 - Topic 2 - Murphy - Practical Issues in Moving Trusts Offshore and Onshore | Available after Purchase |
Day 2 - Topic 5 - Whitaker - Ethical Issues Regarding Offshore Accounts and Foreign Clients | Available after Purchase |
Day 2 - Topic 5 - Zagaris - Ethical Issues Regarding Offshore Accounts and Foreign Clients | Available after Purchase |
Faculty Biographies | Available after Purchase |
Private Placement Life Insurance: Legal and Practical Issues (Audio Only)
Original Program Date: 03/24/2017 |
Current Topics in Canadian-U.S. Estate and Trust Planning (Audio Only)
Original Program Date: 03/24/2017 |
Practical Issues in Moving Trusts Offshore and Onshore (Audio Only)
Original Program Date: 03/24/2017 |
U.S. SEC and Regulatory Issues for International Families (Audio Only)
Original Program Date: 03/24/2017 |
Ethical Issues Regarding Offshore Accts and Foreign Clients (Audio Only)
Original Program Date: 03/24/2017 |