Yesterday, I had the distinct honor and privilege of hosting the second Fall ParkBridge webinar on “International Estate Planning - Traps for the Unwary" featuring the one and only K. Eli Akhavan, Esq from Grant, Herrmann, Schwartz & Klinger LLP.
The program was educational, timely, and inspiring.
You can WATCH the full video here.
Details:
o Topic: “International Estate Planning - Traps for the Unwary"
o Date: Tuesday, October 15th 2024 @ 8:30am (30 minute program)
o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Questions? Comments? Contact: Jonathan@ParkBridgeWealth.com)
o Speaker: K. Eli Akhavan, Esq. Partner, Grant, Herrmann, Schwartz & Klinger LLP
o Webinar Description: This program will discuss the main issues of concern when representing and advising foreign clients with assets or beneficiaries in the United States and will also address the traps and pitfalls of having a non-citizen spouse that is a US green card holder.
The session will offer actionable and practical advice to ensure that clients are advised properly and will also identify areas of risk and how to navigate around them. Issues to be discussed include tax pitfalls and solutions for foreigners owning real estate and financial assets in the United States, foreigners making gifts to US persons, and gifts and bequests to non-citizen spouses.