Total Credits: 2.50 | Areas of Professional Practice: 2.50
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Slides |
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 |
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 |
11th Annual International Estate Planning Institute (2015) (Audio Only)
Original Program Date: 03/12/2015 |
Estate Planning Issues For Indian And Asian Families (2015) (Audio Only)
Original Program Date: 03/12/2015 |
Trustee Liability Issues: Offshore vs. Onshore (2015) (Audio Only)
Original Program Date: 03/12/2015 |