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DACC: Legal Event U.S. Tax & Estate Issues

Are you a non-U.S. citizen or a U.S. citizen with family or financial ties abroad?
Are you thinking of becoming a U.S. citizen or applying for a Green Card?
Are you considering or planning to permanently leave the U.S.?
Are you a U.S. citizen married to a non-U.S. citizen?
Do you have family members of different nationalities?

Then This seminar is for you!

International tax and estate planning attorneys will discuss how to avoid tax traps, plan ahead, protect your assets, and protect your children.

When:              Tuesday February 23, 2016 – 5:30 P.M.
Where:             31 W 52nd Street 12th Floor (Holland & Knight LLP)
Agenda:           5:30-6:00 – Drinks and networking.
                         6:00-7:00 – Presentation (full program below)
                         7:00-7:30 – Q&A
                         7:30-8:30 – Networking, snacks and drinks.
Price:               Free for Members and their spouses/partners.
Registration:   Advance registration required, no later than Feb. 19, 2016

For registration please visit Eventbrite

Income Taxation of U.S. and Non-U.S. Citizens
Liam D. Crane, Attorney, Holland & Knight LLP

  • How to Determine Whether You’re a U.S. Resident for Income
  • Tax Purposes   U.S. Income Taxation of Residents Versus Non-Resident
  • Expatriation:  The Exit Tax and Planning Strategies
  • Reporting Obligations for Foreign Financial Accounts

 

Estate Planning & Estate Taxes for U.S. and Non-U.S. Citizens
Shannon P. McNulty, Esq., Estate Planning Lawyer, Law Office of Shannon P. McNulty

  • Estate Choice of Law Issues
  • Non-Tax Issues for Estate and Incapacity Planning
  • U.S. Estate Tax:  How It Affects Citizens and Non-Citizens
  • Strategies for Minimizing Estate Taxes
Earlier Event: December 11
Christmas Luncheon 2015