Representing the Multinational Couple: Problems Associated with Noncitizen Spouses

Date: Tuesday, March 22, 2016
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: M. Katharine Davidson, Esq.


Presentation Description: This presentation will address U.S. tax issues arising during marriage, including income and transfer tax considerations, domicile and conflict of law issues, use of qualified domestic trusts, availability of portability and problems with jointly held property.

Note: This program qualifies for 1-hour of Attorney, CPA, Professional Fiduciary and Trust Officer continuing education credit. This program is pending approval by the CFP Board of Standards, and does not qualify for CE with the CA Department of Insurance.

Speaker Bio: Katharine Davidson is the Chair of the Firms International Private Client Practice and a member of its Estate Planning and Taxation Groups. Ms. Davidson has extensive experience representing high-net-worth individuals and their closely-held business interests and real property holdings in connection with income, estate and gift tax planning, wealth and business succession planning and international wealth transfer planning.  She drafts complex estate plans and trusts and advises clients on buy-sell agreements, family-limited partnerships and LLCs.  She also advises on the administration of trusts and estates and the operations of non-profit entities.  Her practice also focuses on tax planning, structuring and related business advice, for a wide range of corporations, LLCs, partnerships, trusts and individuals in both domestic and international tax matters.

Ms. Davidson counsels foreign clients with respect to investments in the United States, pre-immigration planning, expatriation, the application of tax treaties, U.S. withholding obligations, offshore tax compliance, residency issues, and income, transfer tax and reporting obligations of aliens, both resident and nonresident, in the United States and California. She regularly advises U.S. entities and individuals who conduct business abroad.

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