NYSBA & STEP 12th Annual International Estate Planning Institute

March 11, 2016

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use of directed trusts at The New York Bar Association and The Society of Trust and Estate Practitioners USA (STEP) 12th Annual International Estate Planning Institute, being held on March 10 & 11, 2016.  Topics at this year’s symposium include: Identifying and Solving Problems in the Taxation of NRAs, US and Foreign Reporting to the IRS: FBAR, FATCA, Forms 8938, 3520, etc., Foreign Trusts, International Art Collecting, Pre-immigration Planning for a Move to the US, The Non-Citizen Spouse Marital Deduction: Planning Tips and Traps, Issues in US/UK Estate and Tax Planning, Current Developments in Planning for Latin American Clients, Proposed Regulations on Gifts by Expatriates and Other New Developments, Structuring for Cross-Border Investing Into and Out of the U.S., and Cross-Border Issues in Prenuptial Agreements and Enforcement of Divorce Judgments.

If you are unable to attend the conference and wish to speak with us about planning for your International or US clients, please feel free to contact us directly at 302.658.7214 or use our Contact Form.

Commonwealth Trust Company


Delaware’s independent, privately-held boutique trust Company partnering with your existing Advisers to provide sophisticated, professional trustee administration solutions

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.