December 12-13, 2019 | Miami, FL
Example First Name, claim you exclusive 30% discount
Dear Voornaam, What is really driving the current trend of domesticating non-US trusts? What are the best asset protection opportunities for your client onshore and offshore? Do you know how to successfully employ PPLI as a cross-border tool? Sit down with senior private client experts from across the U.S. at U.S. Trusts and Estate Planning 2019; get to grips with the latest challenges and opportunities surrounding the establishment and management of trusts in the U.S; optimize your strategies for asset protection, tax efficiency and wealth preservation; seize the latest value-adding methods for your clients in the U.S. and abroad. We are pleased to be able to offer an exclusive 30% discount off the delegate fee to our readers. To get the discount, please quote VIP code FKW53982WM when registering. You can save an additional $200 on the conference pass when you book by Friday 18 October. |
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MAKE TOP CONNECTIONS AND LEARN FROM THE EXPERTS: |
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| Joseph Kellogg Partner, Wealth Planning Executive WE Family Offices |
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| | Susan Lipp Editor-in-Chief Trusts & Estates |
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| | David Warren Co-Founder and Chairman of the Board Bridgeford Trust Co |
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| | Katharine Davidson Partner, Chair of International Private Client Practice Henderson, Caverly & Pum LLP |
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GET AHEAD WITH KEY LEGAL AND REGULATORY INSIGHT |
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| Moving trusts to the US; Practical challenges and opportunities • What is driving the current trend of domesticating non-US trusts? • Implementation of the Common Reporting Standard (CRS); privacy afforded in the US • Practical challenges of settling trusts from abroad |
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| | | Key developments in fiduciary litigation • Latest cases; practical implications and lessons learned • Handling litigation with asset protection trusts • Unblurring fiduciary lines; confusion around true fiduciary standards • International trust litigation; developments and key takeaways |
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| | | Asset Protection trusts; Opportunities onshore vs offshore • Asset protection hot spots; opportunities onshore vs offshore • Inter-state competition; which are the best states for asset protection and why? • Hybrid domestic asset protection trusts; strategy, impact • Tax consequences of asset protection trusts |
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Changes to the Double Tax Treaty Planning Landscape Which Affect Non-Domiciliaries Mixed Funds and Mixed Fund Cleansing Back to Basics: Remittance basis Life Both Sides of the Table - construction of suitable portfolios for non-doms and the compliance aspects of managing them Domicile Enquiries and How to Survive Them |
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Take advantage of a 30% discount, exclusively available for our readers EARLY BIRD RATES NOW AVAILABLE Save $200 on tickets when you book by Friday 18 October There are three easy ways to register: Online // email: [email protected] // phone: +44(0)20 3377 3279 |
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SHOWCASE YOUR EXPERTISE TO KEY INDUSTRY PLAYERS |
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| Demonstrate your firm's competitive edge and expand your visibility to an audience of senior decision-makers establishing and managing trusts across the U.S. Get in touch with Hannah McGeachy to find out how you can get involved. |
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