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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section presents
Probate Issues for Foreign Nationals

December 4, 2019: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, in Estate Planning & Probate Trust Specialization Credit
This is a brown bag luncheon
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Speaker
Rachel A. Dodson
Roisman Henel + Adams

Foreign nationals often face challenges in California Probate Court proceedings that many local practitioners are not aware of. Some of these challenges, which can be quite onerous, are best addressed prior to the death of a foreign national client, to the extent possible

Topics
• Whether a foreign national can serve as a personal representative (including issues with bond)
• Obtaining original will
• Obtaining an EIN when personal representative is not a US resident
• Exclusion from reassessment for transfers between parent and child when decedent does not have a social security number
• Choice of law when will executed outside of the Untied States and decedent died in a third country
• Estate tax

Section Chair: Eli R. Coffino, Freeland Cooper & Foreman

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Location

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

Schedule

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

Cost

BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00
Government$40.00
Nonprofit$40.00
Non-Member$55.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G190511

Questions about our seminars and the registration process?

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Fax or Mail your registration: Registration Form ( PDF)

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