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
Session Tags
EST
Speakers
Image of David Mohel

David Mohel

Principal
PricewaterhouseCoopers
Image of Brittany Cicero

Brittany Cicero

Director
PWC