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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section and Tax Section of the Barristers Club present
International Estate Planning

April 10, 2019: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, This is a brown bag luncheon.
Past Event:
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Purchase Ondemand

Planning for clients with cross border beneficiaries and assets

Jacob M. Glickman
Attorney at Law

Joerg Kemkes
Managing Director, Rüter & Partner

In todayâ€ÿs global world, structuring a comprehensive estate plan for a client often includes international issues regarding residency, foreign entities, and Non-U.S. assets. It is crucial for attorneys to be able to recognize the issues concerning these international aspects, and to provide sound advice to their clients on these matters. This program will dive into the foreign and domestic tax implications facing U.S. residents with Non-U.S. assets, as well as those issues facing Non-U.S. residents with U.S. assets. In addition, because clients are more mobile than ever, the panel will discuss potential planning techniques available to persons seeking to immigrate to the U.S., or expatriate therefrom.Proper planning under these circumstances can provide significant tax advantages, while a misstep can have serious financial consequences. Our speakers have over 40 years of combined experience in international estate and tax planning, and will utilize their wealth of knowledge in discussing the best ways to plan for clients with cross border assets and beneficiaries. 

• Managing residency for U.S. tax purposes
• Dealing with foreign trusts & entities
• Planning for U.S. persons with assets or beneficiaries abroad
• Planning for nonresident aliens with assets or beneficiaries in the U.S.
• Pre-immigration & expatriation planning

Section Chairs: Simon Mayali, Sideman & Bancroft, LLP & Richard Shu, Barulich Dugoni & Suttmann Law Group Inc.


BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111


MCLE Registration: 11:30 a.m.-12:00 p.m.
Program: 12:00-1:15 p.m.

Event Code: B191256

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar

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