Word on the Street - Multi-National Families:​ Does Your Client Own Foreign Assets?
Thursday, February 20, 2020, 1:00 PM - 2:00 PM, ET
Presenter: Melvin A. Warshaw, Esq.

As your clients become global and acquire foreign assets, US lawyers must familiarize themselves with the applicable US and foreign rules so they can properly advise and plan their clients' estates. You will learn the following:

  •   What are the Main Legal Systems in the World?
  •   Which Country’s Laws Apply?
  •   Will US or Foreign Law Apply?
  •   How Should Title be Taken?
  •   What Estate Planning Documents Should be Applied?
  •   Should a Trust be Used?
  •   Should a US Person Create a Foreign Trust?
  •   How Should a US Person Transfer Property Abroad?
  •   How Are Foreign Businesses Now Taxed (GILTI)?

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 2/13/2020

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)


In order to be awarded the full credit hours, you must be present during the entire webinar.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or education@wealthcounsel.com.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. 

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


This webinar is included for Trusts & Estates and Practice Development Subscribers and provided live complimentary for Business Law Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $0