May Lunch N Learn: International Estate Planning Issues

Type: seminar Date: May 16 Time: 12:00 PM - 01:00 PM
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE: DESCRIPTION:This program introduces agents to the issues related to helping clients dealing with estate planning and tax consequences inherent in the growing international community. This course will address how US tax and estate planning laws affect US Citizens, Permanent Residents, and Non-Resident Aliens. We will discuss various estate planning tools such as Qualified Domestic Trusts, […] ADDRESS: DTSTART:20230516T110000 DTEND:20230516T120000 URL;VALUE=URI:https://ambler-keenan.com/seminar/may-lunch-n-learn-international-estate-planning-issues/ SUMMARY:May Lunch N Learn: International Estate Planning Issues LOCATION: PHONE: DTSTAMP:20230529T193713 UID:6474fee994f14 END:VEVENT END:VCALENDAR
      May Lunch N Learn: International Estate Planning Issues.ics
This program introduces agents to the issues related to helping clients dealing with estate planning and tax consequences inherent in the growing international community. This course will address how US tax and estate planning laws affect US Citizens, Permanent Residents, and Non-Resident Aliens. We will discuss various estate planning tools such as Qualified Domestic Trusts, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts that can help individuals navigate international estate planning issues.
This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at info@ambler-keenan.com
***This event will take place via Zoom. RSVPs will receive an email with the Zoom information.***
This event is over and registration has been closed.