Estate Planning Considerations Post-Immigration

Bilzin Sumberg's International Tax & Wealth Planning Conference

November 7, 2019

Stephanie A. Diaz discussed estate planning considerations post-immigration, including typical domestic planning and tax compliance needs for U.S. resident citizen and non-citizen clients. 

The panel agreed that the client's arrival in the U.S. should not stop the planning process. Planning should be continuously refreshed and reviewed to ensure that the structures are being honored.   

For access to the video, please email


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Stephanie A. Diaz

Stephanie A. Diaz

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