Tax Committee: Estate Planning for Mixed Nationality Families
Date and Time
Monday Oct 28, 2019
2:30 PM - 5:00 PM ICT
Location
Oriental Residence
BTS Ploenchit
Fees/Admission
Members: 650 Baht (incl. VAT) with advance registration
Non-Members and Walk-Ins: 1050 Baht (incl. VAT)
Contact Information
K. Sarawan at 02 254 1041 ext. 220
Send Email
Description
ONLINE REGISTRATION FOR THIS EVENT IS CLOSED. WALK-INS WELCOME.
Estate and succession planning is a daunting task at the best of times, but mixed nationality families face added challenges (and opportunities).
If you are a U.S. citizen married to a non-U.S. citizen spouse; if you have children or grandchildren holding U.S. nationality; or if you yourself hold dual nationality, please join us to hear key insights that will shape how you approach your estate planning.
Topics include:
- Straightforward steps you can take to make sure your non-U.S. citizen spouse has access to the U.S. assets you want him or her to have if you pass away. We have all heard the disaster stories that have befallen U.S. - Thai couples in similar situations.
- How to make sure your loved ones inherit what you want them to inherit, in the shares you want them to get, when you want them to get it, and with a minimum amount of infighting or legal delay.
- Estate and income tax minimization strategies (for individuals to whom U.S. estate tax apply)
- Issues that affect dual U.S. Thai nationals or those with substantial Thai assets (such as double taxation under the different U.S. and Thai taxation schemes)
About the Speakers:
Art Winter is a Partner at Winter & Melbinger, LLP. He practices in the areas of international tax and estate planning and administration; income tax, immigration and employee benefit planning for individuals moving to and from the U.S. Mr. Winter is a member of the Illinois, California and New York bars. Previously he practiced law at Sidley & Austin in the firm's Chicago and Singapore offices.
Jonathan Blaine is Thailand Tax Director & Head of Regional Compliance & Investigations at DFDL (Thailand) Ltd. He specializes in cross-border corporate and personal investment and tax planning with a particular focus on US, Thailand and Japanese investments. He has supported numerous individual clients with US tax amnesty and Streamlined filings and is a recognized expert in Foreign Account Tax Compliance Act (FATCA), while also providing several well-known multinational corporate clients with international investment planning and structuring. He is a licensed California attorney and has been a licensed USCPA (Hawaii) for more than 20 years. He is a frequent lecturer at several universities and speaker at seminars globally.