Estate Planning for International Clients with Cross-Border Families and Assets

Tuesday, April 18, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hour, including Estate Planning, Trust and Probate Law Specialization

Meet the Speakers

Laura A. Zwicker

Chair, Private Client Services Group

Greenberg Glusker Fields Claman & Machtinger LLP

Stefanie Lipson

Partner

Greenberg Glusker Fields Claman & Machtinger LLP

About the Program

The presentation will address questions that all planners, including, and perhaps especially, those who think of themselves as domestic planners, need to ask their clients as well as some of the gift tax, estate tax, and trust income tax issues we see most frequently with clients who have cross border families or assets.

Section Sponsors

This program is presented by the Trust and Estates law section and co-sponsored by the Tax law section. The Trust and Estates section is chaired by Andrew G. Smith and Dina Y. Nam. The Tax section is chaired by Michele Weiss. Find out more about the sections at www.bhba.org.

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.