Estate Planning Considerations Post-Immigration

Bilzin Sumberg's International Tax & Wealth Planning Conference

#BilzinTaxandWealth
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 communications@bilzin.com.


 

Related Topics
Related Practices
RELATED PEOPLE
Stephanie A. Diaz

Stephanie A. Diaz

Associate
YOU MIGHT ALSO LIKE
Client Alert September 24, 2020
On September 21, 2020, the IRS finalized (with certain modifications) proposed regulations that had been issued last year regarding some of the unintended consequences of the downward attribution rules under Section 958(b), and issued another set of proposed regulations. 
Press Release September 21, 2020
Bilzin Sumberg congratulates Litigation Partner, Melissa Pallett-Vasquez, on her appointment as Vice Chair of the Food, Agriculture & Cannabis Committee of the American Bar Association's International Law Section. 
Tax and Wealth Services Report Blog September 2, 2020
This article briefly summarizes the attribution rules applicable to partnerships and corporations under Section 318 and provides some practical tips for dealing with the rules.
VIEW MORE