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CLE - Cross-Border Estate Planning

March 1, 2017
Trusts & Estates Section of the Boston Bar Association

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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