June 12, 2013

International Estate Planning

Overview

Philadelphia associate Paula M. Jones of the Private Client Practice Group presented at the Bryn Mawr Trust Breakfast Series in Merion, Pa., on June 12.

Paula’s presentation was titled, “International Estate Planning.” Human resource professionals recruiting and maintaining international executives should understand personal tax issues affecting this unique group of talent. Paula gave an income tax primer as well as estate and gift tax basics, including pre-immigration issues for executives heading to the U.S. and expatriation issues for those leaving the U.S. or changing immigration status. Finally, the recent issues in foreign account compliance affecting so many international executives were discussed.

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