Estate Planning (and Not Planning) for Foreign Persons with U.S. Assets
California Society of Certified Public Accountants (CalCPA) International Tax Virtual Conference
January 31, 2024
Webinar
Attorneys Michael Karlin and Cindy Brittain presented a panel titled "Estate Planning (and Not Planning) for Foreign Persons with U.S. Assets" for the California Society of Certified Public Accountants. The presentation reviewed key considerations and objectives for residence and timing, tips for pre-residence income tax planning and pre-residence succession planning and an examination of what to do when the client is already here.