Apr 21 2008
conference: international tax & estate planning 2008, 6/3 (ny)
Practising Law Institute (PLI) is doing a multitude of international and China related conferences that give out Continuing Legal Education (CLE) credits. This one is in New York only (sorry SF folks), but is available via webcast on June 3 from 9am - 4:45pm. Here is the introductory information from the PLI website:
The global environment requires the sophisticated estate planner to know and understand how to provide multifaceted strategies for building and preserving the assets of non-resident alien clients and resident clients with assets abroad. Skilled structuring and administration of foreign trusts with multinational beneficiaries require a firm understanding in regulatory requirements. Understanding various estate, tax and immigration issues and how they intersect and work together is imperative. This program will give you important fundamental concepts and sophisticated issues in multinational tax and estate planning. This program will also provide you with the tools you need to serve your multinational clients best.
What You Will Learn
- Explore how proposed legislation may impact the tax treatment of expatriates
- Learn how to structure non-resident alien investments in U.S. real property and operating business interests
- Discover how new UK tax reforms will impact international planning for high-net-worth clients
- Learn the basics of U.S. federal taxation of investment products
- Develop tips on pre-immigration tax planning as it relates to foreign trust interests
- Examine case studies of unique tax and estate planning scenarios
- And much more!
Who Should Attend
Attorneys specializing in estate planning, insurance or tax, accountants and financial planners with multinational clients, trust officers of U.S. and foreign banks, and anyone whose fiduciary responsibilities require an awareness of the current trust rules.
The faculty is comprised of American tax attorneys who have an international focus:
Robert C. Lawrence III, Cadwalader, Wickersham & Taft LLP, New York, NY
Howard J. Barnet, Jr., Carter Ledyard & Milburn LLP, New York, NY
Robert L. Dumont, Principal, Deloitte Tax LLP, New York, NY
Ellen K. Harrison, Pillsbury Winthrop Shaw Pittman LLP, Washington, DC
Alex Jones, Director, Deloitte & Touche LLP, London, GBR
Kenneth Klein, Mayer Brown LLP, Washington, DC
Michael G. Pfeifer, Caplin & Drysdale, Chartered, Washington, DC
Jane Tse, Special Counsel, Cadwalader, Wickersham & Taft LLP, New York, NY
While tax is not my cup of tea, it is definitely an important field to cover. Law students, you can even take PLI courses at heavily reduced rates: a mere $25 with scholarship application. (which is often and easily granted)




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Mike Harmon
[…] T Chow wrote an interesting post today on conference: international tax & estate planning 2008, 6/3 (ny)Here’s a quick excerptPractising Law Institute (PLI) is doing a multitude of international and China related conferences that give out Continuing Legal Education (CLE) credits. This one is in New York only (sorry SF folks), but is available via webcast on … […]