Concurrent Session Onsite and Online
EST2420. Estate Planning for a Non-Citizen
This session will cover the basic rules of U.S. estate taxation of a U.S. nonresident/non-citizen and will also discuss potential planning techniques that may be applicable to such taxpayers.
Learning Objectives:
- Identify basic estate taxation for nonresident/noncitizens.
- Identify basic estate planning techniques for nonresident/noncitizens.
- Identify basic implications of U.S. estate tax tries as it applies to nonresident/noncitizens.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
0-2 years in the profession
Advanced Preparation
None
