Topics to be discussed include:
In order to provide participants with timely information, the presenters reserve the right to alter the content or emphasis of the program. 

• For whom is this important?
• The need for qualified domestic trusts for non-citizen spouses
• Then annual exclusion for non-citizen spouses
• Expatriation
• Planning techniques to benefit U.S. resident descendants of non-citizen donors
• The need to review the treaties
• Foreign trust rules for fiduciary income tax purposes.

Speakers

• Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
• Charles D. Fox, IV, Partner, McGuireWoods LLP, Charlottesville, VA


Other Series Topics

Audio Recordings Now Available

• Issues Facing Fiduciaries in Post-Death Administration (Feb 2, 2012)
  • Top Ten Fiduciary Income Tax Issues (Mar 1, 2012)
  • The Eroding Protection of Trusts in Divorce (Apr 5, 2012)
  • Fiduciary Litigation Panel (May 3, 2012)
  • Sales to Defective Grantor Trusts and Other Key Gifting Strategies for 2012 and Beyond (Jun 7, 2012)
  • The Uses and Misuses of Decanting and Change of Situs (Oct 4, 2012)
  • Diversification or Concentration of Assets: What Should a Trustee Do? (Nov 1, 2012)
  • Recent Developments in Estate and Trust Administration (Dec 6, 2012)
   

  Who Should Attend 

  Trust Officers Estate Planners Trust Counsel Trust Department Managers Wealth Managers

  Private Bankers Trust Tax Professionals Financial Planners CTFAs, CPAs and CFPs

   

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