American Bar Association Section of Taxation | May Meeting

Overview


Daniel J Bell spoke on an expert panel at The ABA Section of Taxation Meeting, discussing “Cross-Border Estate Planning.”

During the presentation, Daniel and co-panelists explained foundational US cross-border estate, gift, and income tax concepts and planning considerations. The presentation covered important topics, rules, and practical examples relevant for practitioners to consider when assisting global clients including identifying the tax status of the taxpayer and the taxpayer’s family (i.e. citizenship, tax residency, domicile), the type and situs of the taxpayer’s worldwide assets (i.e. tangible or intangible and US or foreign), the impact of income and estate tax treaties, and common planning pitfalls and considerations.

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