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DTSTART:20240320T123000Z
DTEND:20240320T140000Z
LOCATION:Gleneagles Country Club
UID:2431920240320T123000ZCase Study on Foreign Inheritance Tax
DTSTAMP:20260423T180553Z
DESCRIPTION:\nREGISTRATION IS CLOSED\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n \n \nBREAKFAST MEETING \n \nWEDNESDAY, MARCH 20, 2024\n \n 7:30 A.M.-9:00 A.M.\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: MARCH 13 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nDEATH AND TAXES ACROSS BORDERS\n \nA MULTINATIONAL ESTATE TAX CASE STUDY\n \nROBERT SMITH AND STEVE HARE\n \n\n \n ROBERT SMITH\n \n\n \nSTEVE HARE\n \nSponsored by  North Dallas Bank & Trust Company and Frost Bank\n \nRobert Smith and Steve Hare will provide an overview of the US nonresident estate and gift tax landscape by guiding participants through a messy, real-world example. International clients, heirs, and executors are often taken aback to learn that their US assets in excess of $60,000 may be subject to US estate taxation, and the mechanics of settling a cross-border estate are complex. Advance planning is crucial to avoid the worst, so estate planners must be aware of the issues and be prepared to assist clients with untying the Gordian Knot. Robert Smith believes that borders should not be barriers to achieving your goals. As leader of Saville’s Global Advisory Group, Robert strives to be an essential partner to global businesses and families, helping solve international tax problems and removing obstacles to cross-border success.  Robert is a member of the European-American Chamber of Commerce (EACC) Texas Chapter and is very active in promoting Texas as an international business and investment destination. Robert is also a regular presenter and active representative of Saville at Allinial Global’s international association conferences. Steve Hare is a lawyer with Ytterberg Deery Knull LLP. He practices in the areas of US and international trust planning, estate planning, and probate law. Steve is a dual-qualified lawyer and is both a Solicitor of England and Wales (non-practicing) and a Texas attorney. He has spoken and authored numerous articles on topics that impact high net-worth clients. Steve has extensive experience representing cross-border clients and advising on tax, compliance, and multi-jurisdictional probate issues. His practice also includes inbound and outbound trust and estate planning, administering complex estates, advising on the formation and management of private foundations, and creating and administering closely-held business entities.\n \nThere are continuing education credits pending for this meeting. The handout (if applicable) will be available on the website under the document library a few days prior to the presentation.\n \nREGISTER WITH THE LINK BELOW.\n \nWe would like to thank the following Sponsors for their support for 2023-2024: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth, The Weeks Law Firm, Prosperity Bank, JP Morgan, Commerce Bank, Heritage Auctions, Happy Trust Company and Farmers National Company.\n \nPAYMENT IS REQUIRED FOR REGISTRATION.\n \n$30 - Member \n \n$40 - Guest \n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \nIMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with registration receipt - save the links for the day of the meeting (submission deadline: 3/26/24). RECOMMENDATION: Save the links in a file/folder for easy access for the day of the meeting.\n
SUMMARY:Case Study on Foreign Inheritance Tax - Estate Planning Council of North Texas 
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