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February 2015 General Breakfast Meeting

February 12, 2015 @ 7:00 am - 9:00 am

Featuring Bruce Givner  who will be speaking on “International Estate Planning: How To (i) Know Enough To Bring In The Matter and (ii) Figure It Out Once You Get It.”

Feb 2015 Handout – International Estate Planning 1 of 2

Feb 2015 Handout – International Estate Planning 2 of 2

We will first cover four common fact situations you will encounter:

(i) U.S. person with real estate in multiple countries;

(ii) U.S. person with relatives in other countries (with real estate in the U.S.);

(iii) U.S. citizen residing abroad; and

(iv) Non-U.S. persons with U.S. real estate and no U.S. relatives. 

Then we’ll briefly touch on three less common situations:

(v) are they residents?

(vi) expatriation; and

(vii) FBAR –FATCA update

 

ABOUT OUR SPEAKER

Bruce Givner has been cited by the U.S. Tax Court, the California Court of Appeals, the Wall Street Journal, Forbes and Reuters, among
others. He is rated as a California “SuperLawyer” and has had a Martindale-Hubbell AV – Pre-eminent Peer Review Rating – for 32 years.

He has written books on tax planning for the California CPA Society journals. He is the co-author of Chapter 17 (“Qualified Personal Residence Trusts”) in CEB’s two volume treatise Drafting California Irrevocable Trusts, and he is co-author of Chapters 21 (“Overview of Trust Distributions”) and 30 (“Trustee Accounting Powers”) in CEB’s three volume treatise California Will Drafting. He is also the editor of Chapters 22 (“Trusts for Children”) and 31 (“Trustee Administrative Powers”) in that same treatise.

Bruce has spoken before numerous professional groups including the U.S.C. Tax Institute, the California Bar Association’s Annual Meeting, the California CPA Society’s Annual Tax Institute and over 100 local Bar, CPA and financial advisor groups.

Bruce graduated from U.C.L.A., Columbia University Law School, and N.Y.U.’s Graduate Tax Law Program.

Details

Date:
February 12, 2015
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Bruce Givner
Topic
International Estate Planning: How To Know Enough To Bring In The Matter and Figure It Out Once You Get It

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
View Venue Website

Details

Date:
February 12, 2015
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Bruce Givner
Topic
International Estate Planning: How To Know Enough To Bring In The Matter and Figure It Out Once You Get It

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
View Venue Website