clients with multinational connections or to get MANDAtorY ... › doc › course_brochures › CV014.pdf · you a sophisticated professional interested in expanding your practice

Do you provide tax and trust advice to U.S. clients with multinational connections or to foreign clients with U.S. connections? Or are you a sophisticated professional interested in expanding your practice into this growing area?

If so, past registrants and current faculty agree: you must attend this program! Set in Boston, International Trust and Estate Planning is specifically designed for estate planners, as well as accountants and financial planners, with cross-border trust and estate practices. An all-star faculty will give you the critical information you need to stay on top of the constant legislative, regulatory, and enforcement developments around the world that affect your practice.

Examine the practical application of the complex U.S. income, estate, and gift tax rules - including the latest FATCA regulations - that affect not only U.S. clients with offshore assets, but also non-citizens who live or invest in the U.S. Get the latest on country-specific developments outside of the U.S. that are of real-world importance to practitioners in this area, including key multi-national initiatives related to tax compliance, bank secrecy, and the prevention of money laundering.

In addition to its sophisticated substantive information and practical discussions, this popular program boasts an engaging, interactive format in which registrants’ questions are answered throughout the program, as well as the unique opportunity to network with faculty and colleagues from around the world.

WHO SHOULD ATTEND Attorneys, accountants, and financial planners with cross-border practices as well as trust officers of U.S. or foreign banks will benefit from attending this course.

International Trust and Estate Planning

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how to registeronline www.ali-cle.org/CV014phone 1-800-CLe Newsfax 215-243-1664mail return the form on the back panel of this brochure to: registrAr, ALi CLe, 4025 Chestnut street, Philadelphia, PA 19104-3099

get MANDAtorY CLe & CPe CreDit Virtually all ALI CLE programs receive CLE credit in AK, AL, Ar, AZ, CA, Co, De, FL, gA, hi, iA, iL, iN, Ks, KY, LA, Me, MN, Mo, Ms, Mt, NC, ND, Ne, Nh, NJ, NM, NV, NY, oh, oK, PA, ri, sC, tN, tX, Ut, VA, Vt, wA, wi, and wV. Upon request, ALI CLE will apply for CLE credit in iD, or, and wY. This course is expected to qualify for 13.75 credits, including 2 ethics credits, in 60-minute MCLE jurisdictions, and for 16.5 credits, including 2.4 ethics credits, in 50-minute MCLE jurisdictions. In NY, this course is appropriate for both newly admitted and experienced attorneys. For specific information on CLE, CPE, or other professional accreditation in your state, please e-mail the MCLE Team at [email protected], go to http://www.ali-cle.org/mcle, or call 1-800-CLE-NEWS.

NAsBA

ALI CLE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on

the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding ALI CLE’s administrative policies, such as complaint and refund, please call Customer Service at (800) CLE-NEWS. CPe credit hours for this course: 16.5 in taxation (live group and group-internet based programs). Learning objectives: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner. suggested Prerequisite: Experience in practice in subject matter. Level of instruction: Advanced.

hoteL ACCoMMoDAtioNs A limited block of rooms has been reserved at The Revere Hotel Boston Common. Room rate: $309 per night, single or double occupancy. These rooms will be held as a block, unless exhausted, until September 18, at which time they will be released to the general public. Registrants must make their own hotel reservations and indicate that they are attending the ALI CLE program to qualify for rooms in the block.

Room reservations may be made by calling The Revere Hotel Boston Common, 200 Stuart Street, Boston, MA 02116; phone (617) 482-1800. Confirmations will be sent by the hotel. Please read the cancellation policy carefully.

WiFi will be available in the meeting room and guest rooms free of charge.

go to www.ali-cle.org/CV014 for more info about: registration/cancellation/requirements for persons with disabilities/scholarships ALso FroM ALi CLe

tax exempt organizations: An Advanced Course November 14-15, 2013 Washington, DC or Video Webcast www.ali-cle.org/CV018

Advanced estate Planning techniquesFebruary 20-21, 2014 San Francisco, CA or Video Webcastwww.ali-cle.org/CV024

Planning techniques for Large estates April 23-25, 2014 Scottsdale, AZ or Video Webcastwww.ali-cle.org/CV026

CV01

4

SOCIAL NETWORKING Start interacting with other course registrants and faculty through these social networking tools. Post topics you would like to see covered during the course, discuss hot topics, and make lunch and dinner plans with other on-site attendees.

Facebook: https://www.facebook.com/events/538371849556173Twitter: #ESPINT


With a focus on practical planning — including tips and pointers that provide immediate value — this year’s course features newly added panel discussions to explore and debate the issues. Special emphasis will be given to U.S. compliance initiatives, including the Foreign Account Tax Compliance Act (FATCA). Additional topics include:

• how U.S. clients should dispose of property located outside the country

• tax and trust law issues for U.S. beneficiaries of foreign trusts

• what can and cannot be accomplished through an asset protection trust

• civil law analogues to the common law trust

• recent developments with voluntary disclosure of offshore financial accounts

• opportunities and pitfalls of expatriation after the 2008 HEART Act changes

• immigration and nationality concerns relevant to high net wealth persons moving to and from the United States

• ethical issues that arise in complying with regulations while dealing with international clients

Thursday-Friday, October 10-11, 2013

Boston (The Revere Hotel) and Live Video Webcast

THE AmERICAN LAW INSTITuTE Continuing Legal Education

29th Annual Advanced ALI CLE Course

Register online:www.ali-cle.org/CV014

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13.75 mCLE credits, including two hours of ethics

16.5 CPE credits in Taxation

“Very good range of topics…The interactive format with input from panel members and questions from audience during talks made it more engaging and dynamic.” – previous registrant

Immigration planning for high net worth clients; common non-immigrant (temporary) visas; investment-based options for obtaining permanent resident (green card) status; obtaining and terminating American citizenship

11:30 a.m. Expatriation – Mr. Pfeifer

Expatriation provisions after 2008 HEART Act changes; problems with scope and administration of “mark-to-market,” deferred compensation, and nongrantor trust provisions; new Section 2801 “inheritance” tax; practical issues with advising citizens and long-term residents

12:20 p.m. Lunch Break

VIDEO WEBCAST SEGMENT D | $329

1:45 p.m. FATCA Regulations – Mr. Staples

The latest developments in FATCA from the U.S. perspective, with a focus on the 2013 final FATCA Treasury Regulations, registration of foreign financial institutions, participating foreign financial institution agreements, and the application of FATCA to foreign trusts, foreign estates, and foreign family offices

2.35 p.m. Other FATCA Issues: IGAs, Participating FFI Agreements; Sponsored FFI Agreements; Form 8938; FBAR – Messrs. Barmes, Michel, Moore, Pfeifer, and Staples

Recent developments in U.S. compliance initiatives, including issues related to FATCA intergovernmental agreements, sponsored foreign financial institution arrangements, trustee-documented trust FATCA compliance, IRS Form 8938, and FBARs

3:25 p.m. Networking and Refreshment Break

3:40 p.m. Developments in Offshore Tax Compliance (Practitioner View) – Mr. Michel

Targeted and pattern document requests and examinations; IRS offshore voluntary disclosure program developments; statutes of limitation in the international tax area; IRS enforcement policies and their application, including penalty exposure; implications of FATCA on offshore voluntary disclosure and enforcement

4:30 p.m. Developments in Offshore Tax Compliance (IRS View) – Mr. McDougal

Updates on recent IRS initiatives in offshore tax compliance; expanding limits of offshore information gathering and enforcement; hearings of Senate Permanent Subcommittee on Investigations; IRS view of taxpayer voluntary disclosure procedure; other recent developments

5:15 p.m. Adjournment

Total 60-minute hours of instruction: 13.75, including 2 hours of ethics

16.5 CPE credits in Taxation (live group and group-internet based program)

mark J. Barmes Lenz & Staehelin, Geneva, Switzerland

Henry Christensen III McDermott Will & Emery LLP, New York michelle B. Graham McKenna Long Aldridge LLP Rancho Santa Fe, California Ellen K. Harrison Pillsbury Winthrop Shaw Pittman LLP Washington, D.C.

Carlyn S. mcCaffrey McDermott Will & Emery LLP, New York John C. mcDougal Counsel, Small Business/Self-Employed Division, Internal Revenue Service Richmond, Virginia (invited) Scott D. michel Caplin & Drysdale, Chartered Washington, D.C.

Edward C. Northwood Ed Northwood and Associates, Buffalo John m. Staples Burt, Staples & Maner, LLP Washington, D.C. Frederick J. Tansill Frederick J. Tansill & Associates, LLC McLean, Virginia Stephen Trow Trow & Rahal, P.C., Washington, D.C. Bruce Zagaris Berliner, Corcoran & Rowe, LLP Washington, D.C.

ALI CLE Program Attorney: Kevin J. O’Connor ([email protected])

michael G. Pfeifer Caplin & Drysdale, Chartered Washington, D.C.

m. Read moore McDermott Will & Emery LLP Chicago

Planning Chairs

Faculty

Practical issues U.S. lawyers encounter in advising clients who are nonresident aliens or who have property in other countries, including proper structures for inbound investment into the United States, investment through offshore trusts, using trusts to hold property in other countries, and the use of American wills and other forms of disposition of U.S. property and foreign property


3:45 p.m. Ethical Issues in Offshore Planning – Mr. Zagaris

Application of due diligence and “know-your-client” principles to lawyers involved in wealth planning and management; update on anti-tax haven initiatives: Organization for Economic Cooperation and Development (OECD), Financial Action Task Force (FATF), Financial Stability Forum (FSF), etc.; limits on “bank secrecy” and practical lessons of dealing with increasingly complex tax and regulatory regimes

4:45 p.m. Ethics Roundtable – Faculty Panel

5:45 p.m. Adjournment for the Day; Networking Reception for Faculty and Registrants

Friday, October 11, 2013

8:00 a.m. Continental Breakfast and Networking Session

VIDEO WEBCAST SEGMENT C | $329

8:30 a.m. Planning Chairs’ Recap of Day One – Messrs. Moore and Pfeifer

8:45 a.m. Trusts and Alternative Vehicles – Mr. Christensen

U.S. tax definition of “trust”; U.S. tax treatment of civil law constructs (anstalts, foundations, and usufructs); civil law treatment of common law trusts, including recent case law; effect of the Hague Convention

9:35 a.m. Asset Protection Trusts – Mr. Tansill

Proper objectives of APTs; factors in choosing the “best jurisdiction”; U.S. and foreign APTs: Are they equal?

10:25 a.m. Networking and Refreshment Break

10:40 a.m. Immigration and Related Planning – Mr. Trow

Thursday, October 10, 2013

7:45 a.m. Registration and Networking Session

8:40 a.m. Administrative Remarks – ALI CLE Staff

VIDEO WEBCAST SEGMENT A | $329

8:45 a.m. Opening Remarks and Course Overview – Messrs. Moore and Pfeifer

9:00 a.m. Inbound Planning with Foreign Trusts (Including Planning for underlying Foreign Companies) – Mss. Harrison and McCaffrey and Mr. Moore

U.S. taxation of foreign grantor trust and foreign nongrantor trust structures both at the trust level and at the beneficiary level, including reporting-related issues; important commonly encountered non-U.S. trust law issues and issues related to foreign business entities held in trust structures, including the controlled foreign corporation and passive foreign investment company rules


10:55 a.m. Trust and Tax Law Developments Outside the united States – Mr. Barmes

Important developments and trends in offshore financial centers that affect U.S. advisers who have clients with foreign property and financial accounts and interests in foreign trusts, including developments in Switzerland

11:45 a.m. Planning for u.S. Clients with Foreign Property – Ms. Graham

Legal and tax issues that arise when U.S. citizen and resident clients own property in foreign countries, including real estate, business interests, and financial accounts


VIDEO WEBCAST SEGMENT B | $329

2:00 p.m. Estate Planning for Nonresident Aliens – Mr. Northwood

“Domicile” as the basis of taxation; substantive gift, estate, and GST tax rules; planning for NRAs with U.S. situs property; use of estate and gift tax treaties

2:45 p.m. Practical Planning for Nonresident Aliens and for u.S. Clients with Foreign Property – Messrs. Barmes, Moore, Northwood, and Pfeifer and Ms. Graham

Program (All times Eastern)

ALI CLE continues to be the premier source of relevant continuing legal education for estate planners of all experience levels. Ranging from hot topics to basic overviews, our top-notch courses cover a wide range of topics, including family business deals, buy-sell agreements, estate planning for second marriages, asset protection trusts and agreements, and practical tax guidance. These programs, taught by preeminent estate planning experts, provide helpful instruction to estate and trust administration attorneys and professionals, risk managers, investment officers, and financial planners.

ALI CLE Curriculum Estate Planning Curriculum

“Thank you for the program. The breadth and depth of covered topics was tremendous. I anticipate using the course materials frequently in my practice.” — Benjamin Wright, Ernst & Young LLP, Chicago

“I particularly enjoyed the ‘current development’ portions of the presenters’ talks…This was a nearly perfect course.”— previous registrant

Here’s what registrants have said about recent presentations of this course:

























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