US Estate Planning & Taxation

Overview


Daniel J. Bell and Sebastian Orozco Segrera presented a virtual session for the World Bank Family Network, outlining important information for G4 Visa Holders and permanent residents in relation to their estate planning.

The seminar covered:

  • Gift & Estate Taxation
  • Wills & Trusts
  • US exit tax

For more information, please click here.

Dig Deeper

IoD Building, London / Thought Leaders 4 Private Client / July 5, 2022

The Modern Trust: Contentious Trusts in a Changed Social Landscape

Guernsey / Mourant / May 26, 2022

Mourant Guernsey Trusts Forum

Jersey / Mourant / May 24, 2022

Mourant Jersey Trusts Forum

Live Webcast / Speaking Engagements / May 23-24, 2022

65th Annual Estate Planning Short Course

Bonita Springs, Florida / Speaking Engagements / May 20, 2022

Florida Bar Tax Section Annual Meeting

Webinar / ThoughtLeaders4 Private Client / May 10, 2022

Psychology of Trust Disputes and the Family Dynamics that Lead to them

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