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International Estate & Tax Planning (PLI Webcast)
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International Estate & Tax Planning (PLI Webcast)

Groupcast at the offices of the Atlanta Bar Association

When: 02/13/2015
9:00 AM to 5:00 PM
Where: Atlanta Bar Association
229 Peachtree Street NE
Suite 400
Atlanta, Georgia  30303
United States
Contact: (404) 521-0781

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Practicing Law Institute and Atlanta Bar CLE will continue working together to bring PLI programs to you! 
PLI is dedicated to providing the legal community with the most up-to-date, relevant information and techniques which are critical to the development of a professional, competitive edge. 
More of PLI's sophisticated and cutting-edge programs will be webcast live at the Atlanta Bar Association Office through May 2015. 

6.5 CLE hours


Masterclass in Foreign Trust Taxation and Planning

  • Foreign trusts and domestic trusts: a comparison of tax and non-tax definitions
  • Taxation of foreign trusts and their beneficiaries
  • Classification of foreign trusts as grantor trusts or complex trusts
  • Are foreign trusts still relevant in international tax and estate planning?
  • Treatment of foreign entities owned by foreign trusts under the CFC and PFIC regimes—and related planning
  • Dealing with mobility—planning for the immigration and emigration of settlors, beneficiaries, and trustees
  • Decanting and migration—why it is done and a comparison of consequences
  • Planning for distributions to U.S. beneficiaries

International Tax Reporting for Private Clients, OVDI and Alternatives to OVDI

  • Review of experience in the foreign account voluntary disclosure programs
  • Dealing with complexity---review of international tax reporting obligations for private clients
  • Why international tax reporting has assumed special importance
  • The continuing availability of voluntary disclosure
  • Alternatives to voluntary disclosure

FATCA and Foreign Trust Structures

  • What are “accounts” and who are “account holders” in FFI trusts and underlying companies?
  • Who are Substantial U.S. Owners/U.S. Controlling Persons in NFFE trusts and underlying companies?
  • What are the most appealing compliance options for FFI trusts and underlying companies?
  • How are corporate directors, nominee shareholders, and PTCs classified?

Immigration and Emigration

  • U.S. immigration planning for high net worth clients
  • Accidental American citizenship
  • Terminating American citizenship
  • Terminating Green Card status

Introduction to Sharia Law in International Estate Planning

  • Nature of Islamic law and jurisprudence
  • Impact of Sharia inheritance law on estate devolution
  • Conflict of law rules
  • Formalities for making effective gifts and clawback rules

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