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International Trust and Estate Planning Update

Content Provider
American Law Institute CLE
Product
CLE
Run Time
120 Minutes
Recording Date
12/09/2022
Presenter(s)
Leigh-Alexandra Basha, Ray Rubin, Akane R. Suzuki, Michelle B. Graham, M. Reed Moore
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law
Persona
CLE OnDemand

Price $259.00

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Description

What do you do when your client dies with assets or beneficiaries in another country? This program will discuss common issues and provide practical strategies for dealing with the decedent’s foreign assets and beneficiaries. The panel will feature lawyers sharing their practical experience as U.S. practitioners dealing with inheritance and estate administration issues in France, Mexico, Canada, and Japan. What You Will Learn Make sure nothing gets “lost in translation” when dealing with the estate administration involving decedent’s foreign assets and beneficiaries. Our nationally recognized faculty will provide a practical road map for advising both U.S. and international clients in this complex and always-changing area. In this two-hour program, our panelists will address inheritance and estate administration issues from the perspective of France, Mexico, Canada, and Japan, including: What happens when your client dies without a will covering assets in these countries? What is the general inheritance process and probate? What are the general restrictions and considerations when dealing with these countries? How are pour over wills and trusts used and/or treated?

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved2.00General12/31/2024
AlaskaApproved2.00GeneralOn-going
ArizonaApproved2.00GeneralOn-going
ArkansasApproved2.00GeneralOn-going
CaliforniaApproved2.00Participatory08/12/2027
ColoradoApproved2.00General12/31/2024
ConnecticutApproved2.00GeneralOn-going
DelawareApproved2.00General12/08/2024
FloridaApproved2.50General09/30/2024
GeorgiaApproved2.00General12/31/2024
HawaiiApproved2.00General12/08/2025
IdahoApproved2.00General12/08/2027
IllinoisApproved2.00General02/07/2025
MaineApproved2.00General03/26/2025
MissouriApproved2.00GeneralOn-going
MontanaApproved2.00General12/08/2025
NebraskaApproved2.00General12/08/2024
NevadaApproved2.00General12/31/2026
New HampshireApproved2.00General12/08/2025
New JerseyApproved2.00GeneralOn-going
New MexicoApproved2.00General12/08/2027
New YorkApproved2.00SkillsOn-going
North DakotaApproved2.00General12/08/2025
OregonApproved2.00General12/10/2025
PennsylvaniaApproved2.00General02/05/2025
Rhode IslandApproved2.00General06/30/2024
South CarolinaApproved2.00General12/31/2024
UtahApproved2.00General12/31/2024
VermontApproved2.00GeneralOn-going
WashingtonApproved2.00General12/08/2027
West VirginiaApproved2.40GeneralOn-going
WisconsinApproved2.00GeneralOn-going

Speakers