Top 10 International Estate Planning Mistakes

Bilzin Sumberg's International Tax Breakfast Series
Speaking Engagement
June 4, 2019

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During the most recent installment of the International Tax Breakfast Series, Hal Webb, Jennifer Wioncek, and Paul D'Alessandro, Jr., discussed some common mistakes in international estate planning.

The panel addressed 10 areas where such blunders are commonly observed: improper gifting methods, U.S. situs asset issues, failure to recognize community property assets and other joint ownership issues, pre-immigration planning blunders, foreign grantor trust issues, use of jointly settled trusts, PFICS and U.S. beneficiaries, failure to plan for basis Step-Up, compliance miscues, and failure to respect trust forms and planning structures.
These common slip-ups can cause unintended income tax problems if not taken into account at the proper time.

International Tax Breakfast Series

Topics like these are covered throughout the year in Bilzin Sumberg's International Tax Breakfast Series, featuring deep insights and discussions on specific themes in international tax and wealth planning.

Attendees include financial advisors, accountants, family offices, foreign attorneys, tax directors, and trust advisors who are working with multinational companies, closely-held businesses, and high net worth individuals engaged in cross-border business or investments.

Hal J. Webb
Jennifer J. Wioncek
Practice Group Leader, Tax & Private Wealth
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