Estate Planning for International Families with U.S. Ties: An In-Person Webinar
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WMEPC is bringing an in-person, recorded webinar for our members and guests.
Topic: Estate Planning for International Families with U.S. Ties
When: October 16, 2024 8AM – 10AM
8:00 - 8:30 Networking and light snacks/beverages
8:30 - 9:30 Webinar program
9:30- 10:00 Continued networking and light snacks/beverages
Where: Rockford Construction
601 First St. NW
Grand Rapids, MI
Cost: WMEPC Members - no cost
Non-Members - $25 *
Webinar attendees will walk away with the tools necessary to identify common estate planning problems and opportunities for international clients with US connections. In this webinar, Ed covers:
- Rules for (1) classifying US and non-US individuals for estate planning purposes and (2) identifying US investments or activities that can create US tax, reporting and probate exposure for non-US individuals.
- Common estate planning pitfalls and opportunities for international families within the framework of several case studies, including (1) international families with a family member moving to the United States temporarily (for example, as a student) or permanently (for example, marrying a US person), and (2) international families with US real estate or portfolio investments.
As always, we will offer time for networking and light snacks and beverages to get your morning started.
About the presenter:
Ed Vergara acts as legal counsel to individuals, fiduciaries, and closely held businesses on a broad range of matters related to tax optimization and succession planning, with a primary focus on the design of tax-efficient ownership and transaction structures and the development of thoughtful mechanisms for the succession of ownership and control through transition events. A significant element of Ed’s practice consists of advising on cross-border matters. He often works with taxpayers managing changes of residency, including not only pre-immigration and expatriation planning for the United States, but also changes of residency and domicile between U.S. jurisdictions. Advising cross-border families and businesses is also an important part of Ed’s practice, and many of his engagements involve coordination with advisors in multiple jurisdictions to help clients manage tax, reporting and succession issues both in the United States and in the jurisdictions where assets or stakeholders reside. Ed also often works with fiduciaries and beneficiaries of foreign trusts and foundations managing U.S. tax and reporting considerations.
* Not a WMEPC member yet? Apply today! https://www.westernmichiganepc.org/members/application
