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

If your clients have property in an EU country, or have dual citizenship including of an EU country, then need to understand the Succession Regulations and how local laws might impose forced heirship. This presentation will cover:
  • 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.

Click Here to Register Online
Members $40 and Non-members $65
if registered online by June 12, 2019 (add $10 if afterwards)


Click here for complimentary membership to SIG Cross-Border Estates.
STEP ORANGE COUNTY
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