Trusts, Estates & Probate

Podcast

Foreign Assets

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
1 hours 1 minute
Patti Spencer
With Patti S. Spencer from Spencer Law Firm LLC
Product ID 99082

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Course Includes
$70

OnDemand Audio

Course Book Download

Overview

Estate Planning: How to Deal With Foreign Assets

In an increasingly globalized world, estate planning extends beyond national borders. This program explores the complexities of managing foreign assets within an estate plan. Whether you're an attorney, financial advisor, or estate planning professional, understanding the nuances of cross-border estate planning is essential. Don't miss out - register today!

  • Understand the importance of the nationality, residency, and domicile of your clients.
  • Explore tactics used for foreign asset protection.
  • Learn about tax rules and tips to help you mitigate your clients' tax liability.
  • Discuss exchange rate issues.
  • Attain multi-jurisdictional knowledge: there is no uniform probate system.

Abbreviated Agenda

  1. Nationality, Residency, and Domicile Considerations
  2. Foreign Asset Protection: Trusts, Accounts, Entities, and Favorable Jurisdictions
  3. Tax Rules and Techniques
    1. Understand Tax Rules In Both the Home Country and Country Where Assets Are Located
    2. Mitigation Tactics: Trusts, Gifting Strategies, Pass-Through Entities, Estate Planning Structures, and More
  4. Exchange Rate and Currency Considerations
  5. Understanding Probate Laws in the Home Country and Country Where the Assets Are Located

Related Topics

Product ID 99082

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Foreign Assets

    1. Nationality, Residency, and Domicile Considerations
    2. Foreign Asset Protection: Trusts, Accounts, Entities, and Favorable Jurisdictions
    3. Tax Rules and Techniques
      1. Understand Tax Rules In Both the Home Country and Country Where Assets Are Located
      2. Mitigation Tactics: Trusts, Gifting Strategies, Pass-Through Entities, Estate Planning Structures, and More
    4. Exchange Rate and Currency Considerations
    5. Understanding Probate Laws in the Home Country and Country Where the Assets Are Located

Who Should Attend

This program is for attorneys. Paralegals, financial advisors, office managers, fiduciaries, and other legal professionals may also benefit.

Speakers

Patti S Spencer
Patti S.
Spencer
Spencer Law Firm LLC
Speaker bio
Patti S Spencer

Patti S. Spencer

Spencer Law Firm LLC
Patti Spencer

is an attorney with Metzger and Spencer, LLP and Spencer Law Firm LLC in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column Taxing Matters, which appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually. Ms. Spencer earned her B.A. degree from Dickinson College, her J.D. degree from Boston University and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel.

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