US Estate Planning & Taxation 2021 | McDermott

US Estate Planning & Taxation

Overview


Daniel J. Bell and Sebastian Orozco Segrera presented to the The World Bank Family Network (WBFN) on the topic of US income, gift, and estate tax planning.

The presentation covered important topics, rules, and practical examples relevant for the World Bank’s diverse employee population consisting of US citizens, green card holders, and G-IV visa holders.

The WBFN is a volunteer-driven organization of the spouses and partners of World Bank Group staff with their headquarters in Washington, DC and a presence in more than 50 country office locations.

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Dig Deeper

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Miami, FL / Speaking Engagements / February 16, 2023

The US Income Tax Implications of Itinerant Trustees and Beneficiaries

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