The 3rd Annual STEP Pacific Rim Conference will focus on planning for United States citizens or United States resident individuals with assets located abroad, development of structures for individuals to hold personal residences abroad, investment in United States real estate by foreign persons, international enforcement initiatives and planning for multinational families and their businesses.
The conference will feature technical sessions, a panel on new developments, workshops on trust drafting and philanthropy, practical case studies (including a role play) dealing with both United States domestic and international issues, and a concurrent session on fundamentals of planning for United States investments by foreign persons.
Speakers include practitioners from the STEP U.S. Chapters, as well as speakers representing international jurisdictions such as Canada, Mexico, Channel Islands, India, Italy, the United Kingdom and others to be confirmed.
Panels will include two case studies illustrating typical two-country planning situations (e.g. United States-Mexico, United States-Canada, United States-India, United States-Japan and United States-United Kingdom).
Cross-Border Tax And Estate Planning Across The Pacific (Asia, The United States And Canada) – Analysis Of Case Study Illustrating Typical Two-Country Planning Situations Residency determinations and advance day counting strategies
- Coping with varying requirements for testamentary instruments and limits on testamentary freedom
- Use of situs wills
- Design of trusts (single generation skip and dynastic)
- Use of private trust companies; Efficacious use of a “third jurisdiction”
- Tax and non-tax aspects of multigeneration planning for the Pan Pacific family
- Incorporating Sharia law into trust documents
Panel Co-Chairs:
Michelle Graham
Leigh-Alexandra Basha
Panelists:
Daksha Baxi
Ian Worland, STEP Canada Secretary
Charlotte Ito