Trusts & Estates
Insights from Heckering 2016: As The World Gets Smaller, The Estate Planning World Is Getting Bigger
by Matthew T. McClintock, JD | VP, Education - WealthCounsel
One of the most thought-provoking topics that I heard about at Heckerling 2016 was the emergence of international taxation as a practice area for trusts and estates (T&E) attorneys. Given the shift away from federal transfer tax and increasing globalization, planning for non-U.S. citizens has become a growth area for our industry — and an opportunity to better serve a diversity of clients. There are, however, a variety of issues clients and advisors might face. The upside is that there are also many ways that T&E attorneys can advise international clients on these issues and perhaps parlay that into estate planning, business planning, and tax planning services as well.
Please take a moment to download this Insight Brief to learn more. 2016 is going to be an interesting year on many fronts and will provide new challenges and opportunities for T&E attorneys.
Complete the form to get your free guide
2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
Irrevocable Trust Gifting Trust Sample
Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.Learn More
Tax Reform is Here: What You Need to Know to Advise Your Clients
The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.Learn More