Insights
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Warren Whitaker was a featured speaker at an event called "CLE - Cross-Border Estate Planning," which was sponsored by the Trusts & Estates Section of the Boston Bar Association. Warren and his co-panelist discussed various estate planning techniques and considerations for non-U.S. persons and U.S. persons living abroad, including the taxation of non-U.S. persons, the creation, administration and reporting of foreign trusts, U.S. reporting requirements for foreign assets and planning for the non-citizen spouse and qualified domestic trusts. The discussion provided attendees with a general understanding of these techniques and the ability to identify situations where such planning is needed. Warren was invited by Jaclyn O'Leary of Day Pitney, who is the co-chair of the CLE Committee in the Trusts & Estates Section of the Boston Bar Association.
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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.