Join us at our Member Meeting
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 • www.pacificclub.org
JUNE 26, 2019
11:30am to 12:00pm - Business Networking
12:00pm to 1:00pm - Lunch Presentation
1 hour MCLE • 1 hour CPE
IMPACT OF THE FOREIGN SUCCESSION LAWS ON US PLANNING
Group Live Presentation
Program Level: Overview
Field of Study: Taxes
Program Level: Overview
Field of Study: Taxes
If your clients have property in an EU country, or have dual citizenship including of an EU country, they need to understand the Succession Regulations and how local laws might impose forced heirship.
Learning Objectives:
- How the EU Succession Regulations impact California clients.
- How the EU Succession Regulations attempt to reduce complications for cross-border succession planning and administration.
- What country's laws apply when dealing with multi-jurisdictional estates.
- Important updates on complex cross-border planning.
Presenter:
Cindy Brittain, JD, LLM, TEP
Partner, Katten Muchin Rosenman LLP
Los Angeles, CA
Cindy Brittain is a partner in the firm's Trusts and Estates practice, focusing on domestic and international estate and tax planning. She assists family business members with succession planning and advises her clients on tax mitigation strategies. She advises on the effective use of multi-state jurisdictions for effective state income tax planning. Cindy frequently addresses fiduciary and legal issues that arise during trust administration. Cindy has deep experience in international cross-border planning, advising large global families and their wealth transfer strategies. Her experience bridges private client and cross-border corporate integration. For Cindy’s full bio, click here.
Partner, Katten Muchin Rosenman LLP
Los Angeles, CA
Cindy Brittain is a partner in the firm's Trusts and Estates practice, focusing on domestic and international estate and tax planning. She assists family business members with succession planning and advises her clients on tax mitigation strategies. She advises on the effective use of multi-state jurisdictions for effective state income tax planning. Cindy frequently addresses fiduciary and legal issues that arise during trust administration. Cindy has deep experience in international cross-border planning, advising large global families and their wealth transfer strategies. Her experience bridges private client and cross-border corporate integration. For Cindy’s full bio, click here.
Click Here to Register Online
Members $45 and Non-members $75
Click here for complimentary membership to SIG Cross-Border Estates.
Members $45 and Non-members $75
Click here for complimentary membership to SIG Cross-Border Estates.
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.
STEP Orange County 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 sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org