Cross Border Planning for Multi-Cultural Families

Date: Tuesday, November 13, 2018
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Cindy D. Brittain, TEP


In our increasingly globalized world, many people now work and reside their home countries.  Planning property in these circumstances requires working with advisors familiar with multiple jurisdictions to ensure the rules and regulations of each are followed.  In this session, a planner will come to understand their ethical obligations in their advice to cross-border clients.

Note:  This program also qualifies for 1-hour of continuing education credit for Attorney, CPA, Professional Fiduciary and Trust Officers. This presentation is pending 1-hour CE with the CA Department of Insurance, and 1-hour CE with the Certified Financial Planners Board of Standards.

Cindy Brittain is a partner in the firm's Trusts and Estates practice, focusing on domestic and international estate and tax planning.  Cindy partners closely its clients to design efficient plans that satisfy their goals.  Cindy frequently addresses fiduciary and legal issues that arise during trust administration.  Cindy has deep experience in international cross-border planning, advising large global families and their wealth transfer strategies.  Her experience bridges private client and cross-border corporate integration.

Prior to joining Katten, Cindy was the director of Inbound Wealth Advisory and senior fiduciary officer at an international financial institution, where she assisted clients with their cross-border strategies. Cindy has also advised on pre-immigration planning, using eligible check-the-box corporations, defective section 351 transactions and non-qualified preferred stock for cost-basis step-up.

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