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.

For more information, please click here.

For full presentation, please click here.

Dig Deeper

New York City, NY / Speaking Engagements / June 24, 2021

The Path Forward for Tax Equity in Renewable Energy Project Financing

Virtual Conference / Speaking Engagements / June 16, 2021

Risk Management Post-Texas: Investor, Corporate Buyer and Sponsor Perspectives

Virtual Event / Speaking Engagements / June 10, 2021

ALM's 56th Annual Bank & Capital Markets Tax Institute

Webinar / McDermott Event / May 18, 2021

Tax in the City®: San Francisco

Get In Touch