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Estate Planning for a Mobile Population

Contemplating moving to another state or have a client considering an interstate move, or even another country? In today's mobile society, an increasing number of people find themselves relocating, yet many do not consult their estate planning attorney to consider the impact the laws of their new domicile state may have on existing estate plans. Careful attention must be paid to the laws of the new and former domiciles in formulating an appropriate estate plan. This OnDemand Webinar will emphasize the different estate planning issues that should be considered when planning an interstate move.


Runtime: 91 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Property Rights

  • Community Property vs. Common Law Jurisdictions
  • Spousal Rights and Elections
  • Homestead Laws
  • Joint Tenancy, Tenants by the Entirety and Tenants in Common
  • Pre- and Post-Nuptial Agreements
  • Ancillary Documents

Intestacy vs. Testacy

  • Validity of Will
  • Fiduciary Selection

Probate Process

  • Probate Variations
  • Use of Living Trusts
  • Use of Entities to Avoid Probate

Trust Residence

  • Estate, Inheritance and Income Tax Issues
  • Trustee Selection
  • Trust Situs
  • Asset Protection
  • Rule Against Perpetuities
  • Decanting vs. Merger vs. Division

Foreign Estate Planning

  • In-Bound
    • Use of OffShore Trusts and Companies
    • Gifts Before Establishing Residency
    • Local Origin, Law
    • Definition of Domiciliary
    • U.S. Tax on Resident vs. NonResident
  • Out-Bound
    • Expatriation Law
    • Laws of Other Countries
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on May 17, 2011.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Scott A. Bowman

Scott A. Bowman

Proskauer Rose LLP

  • Attorney at Proskauer Rose LLP, in the Boca Raton, Florida, office
  • Practice focuses on all areas of estate planning and private client tax, including international aspects
  • Serving as Trust and Estate Fellow in Real Property, Trust and Estate Law Section of the American Bar Association
  • Regular speaker and writer, including speaking events for RPTE and Tax Sections of the American Bar Association and publication in ACTEC Journal and Trust & Estates Magazine
  • LL.M. degree in tax, University of Florida; J.D. degree, with honors, University of Florida; M.A. degree, with highest honors, University College London; B.A. degree, magna cum laude, Furman University
  • Can be contacted at [email protected] or 561-995-6141
No photo available

John M. Collins

Haynes and Boone, LLP

  • Partner at Haynes and Boone, LLP
  • More than 30 years of experience in several areas of tax practice, including estate planning, family wealth planning, charitable organizations, and employee benefits and executive compensation matters
  • Recognized as one of the best trusts and estate lawyers in Dallas by D Magazine, 2008 to 2009 and multiple prior years; a Texas Super Lawyer by Texas Monthly Magazine, 2007 to 2010; and listed in the Best Lawyers in America in Employee Benefits Law and Trusts and Estates, 2009 to 2011
  • J.D. degree, with honors, University of Texas; B.A. degree, with honors, Duke University
Lisa M. Stern

Lisa M. Stern

Proskauer Rose LLP

  • Senior counsel in the New York office of Proskauer Rose LLP
  • Practice emphasizes all aspects of estate planning, estate and trust administration, and estate and trust related litigation
  • Publications and Awards: Estate Planners and Probate Litigators Collaborate to Guard Against Will Contests, Estate Planning Journal (co-wrote with Leonard S. Baum, June 2010) ; Will Contests - Red Flags of Discourage, Steve Leimberg's Estate Planning Newsletter #1488 (July 8, 2009); Extra Precautions Reduce Likelihood that Will Contest Will Succeed, N.Y.L.J. (co-wrote with Jay D. Waxenberg, Sept. 2008); An Ounce of Prevention, Trusts and Estates (Aug. 2008); 2011 to 2012 John S. Nolan Fellow of the ABA Section of Taxation
  • Past chair of the Fiduciary Income Tax Committee of the ABA Section of Taxation
  • Member of the Estate and Gift Tax Committee and the Real Property, Probate and Trust Law of the ABA Section of Taxation; the Estate and Gift Tax Section of the Bar of the Association of the City of New York; and member of the Estate Planning Council of New York City
  • LL.M. degree in tax, New York University; J.D. degree, St. John’s University School of Law
  • Can be contacted at [email protected]
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 383831
Published 2011
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