Introduction to International/Cross Border Estate Planning

When:  Dec 19, 2018 from 12:00 to 13:00 (ET)
This month's International and Cross Border Knowledge Circle call will be held on Wednesday, December 19th at 10 AM ET.  Guest speaker Micheal Redden with Redden Law PLLC, will be presenting, "Introduction to International/Cross Border Estate Planning".

This course will cover the basic information needed to plan for international issues within US Estate and Transfer Tax planning. You will learn to identify many of the basic key issues as well as some practical tips for dealing with them. This is an introductory level presentation.

Key Topics will include:

- Estate Planning Structures for the International Client

- Revocable Living Trusts and other Jurisdictions

- Multiple Situs Wills

- Special Trust considerations

- Social Security and Government Retirement Accounts

- International Concerns for US based transfer taxes

Michael is a private client attorney practicing in Minneapolis.  He is a member of STEP and Wealth Counsel. His firm deals with complex tax, estate, and business planning including international and cross border issues. Michael has previously worked inside Prudential Insurance Company of America and his practice focuses on helping advisors provide complex planning solutions to their clients. He is also the author of “Building a Wall Around Your Wealth” which provides practical advice and planning considerations regarding asset protection to both Clients and their Advisors.

Location

Online Instructions:
Url: http://fpa.adobeconnect.com/intl/
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