This presentation will cover:

• Understand who is expatriating and why
• Know who has to file an Expatriation Statement and when
• Techniques when filing an Expatriation Statement
• Determine whether to pay the Exit Tax now or later
• Understand what happens to the assets listed on the Statement after expatriation

Renee Gabbard, JD
Partner, Bryan Cave Leighton Paisner
Irvine, CA

Renee’s practice focuses on privately held businesses, high net worth clients and charitable organizations. Her areas of practice include all aspects of income, capital gains, gift and estate tax planning, charitable planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, insurance planning, trust tax planning and trust administration. Renee has experience in business succession and wealth planning for high net worth families and families with concentrated stock, real estate, sports teams or privately held businesses.