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October 22nd Webinar: Cross-Border Issues for California Trust & Estate Planning
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Estate planning attorneys and advisors these days often have clients that do not keep all their assets and relatives neatly within the confines of California’s borders. This talk will address some of the most common issues that must be addressed.

 Export to Your Calendar 10/22/2020
When: October 22, 2020
12:00 - 1:00 pm
Where: Zoom Webinar
United States
Presenter: Brian L. Shetler
Contact: Wendy Ikebe


Online registration is available until: 10/22/2020
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Cross-Border Issues for California Trust & Estate Planning

Estate planning attorneys and advisors these days often have clients that do not keep all their assets and relatives neatly within the confines of California’s borders.  This talk will address some of the most common issues that must be addressed, including the following: a) planning around cross-border family wealth transfers by gift or estate transfers, considerations in choosing trustees and successor trustees or fiduciaries inside or outside California and inside or outside the US, addressing California and federal “throwback tax” on accumulated income distributions,  how to create a California foreign grantor trust on purpose, tax reporting and compliance filings by trustees and beneficiaries, California rules for income taxation of non-grantor trusts with or without California trustees and beneficiaries, and withholding tax compliance for foreign beneficiaries of US trusts. We will also cover what can be done with regard to drafting to avoid inadvertent foreign trusts and fixing inadvertent foreign trusts.

MCLE Credit for General Substantive Law and Specialization in Estate Planning 1.0 Unit

About the Presenters: Brian L. Shetler

A former trust officer at a major bank, Brian L. Shetler (LLM-Tax, JD, MA, BA, TEP) is a tax partner at Berliner Cohen LLP who focuses his practice on trusts and estate planning and administration.  A co-founder of the Silicon Valley Chapter of STEP (the Society of Trust & Estate Practitioners - a worldwide organization for cross-border focused EP professionals), his practice has focused more and more on international tax and succession issues as the world continues to become more closely interconnected.  He has a reputation of being a creative and strategic problem solver.

Be sure to renew your membership prior to attending any event to receive the member discount.

Registration fee:
$ 30 - SVBA Members
$ 50 - Non-Members
$ 10 surcharge for registrations on the day of the event
We cannot offer refunds after October 15, 2020.

Once you register for this event, you will receive an email with details on how to access the Zoom Webinar.

more Calendar

10/22/2020
October 22nd Webinar: Cross-Border Issues for California Trust & Estate Planning

11/19/2020
November 19th Webinar: Property Taxes: Pitfalls, Practical Solutions, and (maybe) Passed Proposition

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