Topic: U.S. Tax and Estate Planning for Foreign Persons
More often our clients are traveling and working overseas, owning property outside of the United States, and/or are non-citizens, hold dual citizenship or are married/in a relationship with someone who falls into one of these categories. As advisors we need to have a basic understanding of the different types of immigration status and the impact of this status with estate planning documents and the U.S. tax system.
Come join us on Wednesday, March 1st, to learn about:
This program discussion will be moderated by Michele B. Collins, JD