SVSJ Estates & Trusts Group: Analyzing Estate and Gift Tax Issues for Multinational Families | N2180216


Date :
February 18, 2016 12:00 PM - 1:30 PM
Location :
San Jose Area
Facility :
Abbott Stringham & Lynch
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Level of Difficulty :
CPE Credits :
CPE 1.00, MCLE 1.00
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This presentation will summarize U.S. gift and estate rules that apply to multinational clients, and provide practical planning tips for how to prevent assets, including inheritances from abroad, from unnecessarily being subject to U.S. transfer tax.


Familiarize CPAs with gift and estate tax issues for non-U.S. clients with U.S. assets and/or beneficiaries, and U.S. clients with non-U.S. assets and/or beneficiaries.

Major Subjects:

1. Transfer Tax Basics:
Domicile v. Residence
Assets subject to Gift Tax
Assets subject to Estate Tax
Exclusions and Exemptions
2. Pre-Immigration "Inbound" Planning
3. Pre-Emigration "Outbound" Planning
4. Planning for U.S. Situs Assets for Non-U.S. persons
5. Planning for Non-U.S. Situs Assets for U.S. persons
6. Inheritance Planning

Advanced Prep:


Misc. Information:

Lunch included with registration fee
Level of Difficulty:
Field of Interest:
Designed For:
CPAs, attorneys and financial planners


Mark T Weaver
Mark Weaver is a partner in Farella Braun + Martel’s Family Wealth Group. Mr. Weaver assists individuals and families with their estate and business succession planning, and guides family members through the trust and estate administration process. His practice is founded on a deep understanding of the unique needs of families and multi-generational family businesses and ever-changing federal, state and international tax laws. His experience is both as a personal and tax attorney, and includes a full spectrum of income, gift, estate and property tax issues. He regularly leverages sophisticated wealth preservation techniques, including the formation and administration of irrevocable trusts, business entities, sole purpose entities and charitable vehicles, to implement his clients’ objectives. A key aspect of Mr. Weaver’s practice is counseling clients on cross-border issues. He provides estate planning advice for clients with beneficiaries and/or assets that are located in multiple countries, as well as for individuals planning to enter or leave the United States. He also advises clients on reporting requirements in connection with foreign trusts, bank accounts and other foreign assets, including the benefits and risks associated with the offshore voluntary disclosure and streamline programs.
No Agenda or Materials posted.