Tax Planning

[Webinar] Including Spices: How Worldwide Bonds Style Property and Reward Tax Planning – Jan 29, 10:00 am – 11:00 am PST | Greenberg Glusker LLP

January 29, 2021

10:00 am – 11:00 am PST

Please join us on January 29th to discuss the following estate and gift tax planning topics for clients with international relationships:

  • Gifting to a spouse without citizenship
  • The difference between US residency for income tax and estate tax
  • Worldwide taxation of the assets of a US citizen or US resident
  • Estate and gift taxation of non-citizens with U.S. assets
  • Estate and gift tax planning prior to immigration
  • Vacation Homes, Bank Accounts, and Other Assets Outside the United States
  • Common planning problems related to the UK, France, Japan and Australia.

This program is approved for 1 hour of general California MCLE credit.


Laura A. Zwicker
Greenberg Glusker LLP

Stefanie J. Lipson

Stefanie J. Lipson
Greenberg Glusker LLP

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