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International Trust and Estate Planning 2021: Drafting for the International Client: A Guide to International Estate Planning Drafting Techniques and Tips for International Clients and Cross Border Trusts

Content Provider
American Law Institute CLE
Product
CLE
Run Time
89 Minutes
Recording Date
12/02/2021
Presenter(s)
Michelle Graham, Andrew Stone, Brian Tsu
Learning Method
On-Demand Training
Practice Area
International Law, Estate Planning and Elder Law, Taxation
Persona
CLE OnDemand

Price $259.00

Registration Closed

Description

Drafting for the International Client: A Guide to International Estate Planning Drafting Techniques and Tips for International Clients and Cross Border Trusts This presentation will provide practical advice for drafting estate planning documents for the international client, including: • Select provisions for wills: scope clauses, limited revocation clause, tax apportionment provisions and guardian of minor provisions (including sample language) • Selection provisions for trusts: avoiding foreign trust status in your drafting • Other Will and Trust Provisions: a discussion of qualified domestic trusts, creation and use of foreign entities

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaPending State Response0.00
AlaskaApproved1.50GeneralOn-going
ArizonaApproved1.25GeneralOn-going
ArkansasApproved1.25GeneralOn-going
CaliforniaApproved1.25Participatory12/01/2026
ConnecticutApproved1.50GeneralOn-going
HawaiiApproved1.25GeneralOn-going
IdahoApproved1.25General12/01/2026
MissouriApproved1.80GeneralOn-going
NevadaApproved1.00General12/31/2025
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.50General12/01/2026
New YorkApproved1.50SkillsOn-going
VermontApproved1.25GeneralOn-going
WashingtonApproved1.25General12/01/2026
West VirginiaApproved1.78GeneralOn-going
WisconsinApproved1.50GeneralOn-going

Speakers