Skip to main content

Estate Planning Considerations Post-Immigration

Bilzin Sumberg's International Tax & Wealth Planning Conference

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 communications@bilzin.com.


 

RELATED PEOPLE
Stephanie A. Diaz

Stephanie A. Diaz

Associate
YOU MIGHT ALSO LIKE
Tax and Wealth Services Report Blog March 23, 2021
Depending on the type of investment, income from private equity funds to foreign investors will be treated differently for tax purposes. In some cases, hefty withholding requirements can come into play, shaving off a significant chunk from return-on-investment.It is therefore important to understand...
VIEW MORE