STEP International Tax and Estate Planning Forum

May 4, 2016

Our Director of Business Development, Dave Riebe, and our National Account Manager, Matt Wright, will be attending the STEP International Tax and Estate Planning Forum being held on May 5-6, 2016, in Laguna Beach, California.  The topics of the forum include:  Planning for Changes of Residence and Nationality, Successful Succession for Multi-National Family Businesses, Common Reporting Standards:  The Latest Issues for International Private Client Planning, Planning and Working with U.S. Estate and Gift Tax Treaties, Asset Protection:  Selected Issues & Planning Techniques, Using US Structures to Maintain Privacy in a CRS/OECD World, Foreign Estate EU Succession:  New Rules and Conflicts of Law in Succession, and Art Market:  Trends and Issues for Collectors and Their Advisors.

If you are unable to attend the forum 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

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.