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Global High Net Worth Investors: Income, Estate and Gift Tax Planning - Part 3

 

Global high net worth investors with worldwide investment portfolios (held in multiple jurisdictions via a variety of entities) may pre-U.S. immigration exempt these assets from U.S. estate and gift tax by the pre-immigration transfer of the assets to an irrevocable offshore trust.

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Global High Net Worth Investors:  Income, Estate and Gift Tax Planning - Part 3

Agenda

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Global High Net Worth Investors:  Income, Estate and Gift Tax Planning - Part 3

Faculty

Gary S. Wolfe

The Wolfe Law Group

Our author, Gary S. Wolfe, has more than 34 years of experience, specializing in IRS Tax Audits and International Tax Planning/Tax Compliance, and International Asset Protection.

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Global High Net Worth Investors:  Income, Estate and Gift Tax Planning - Part 3

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