Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL 33928
For more information, please contact the FICPA.
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
End of Summer Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Vines + Forks (formerly The Wine Barn)
959 W. Fairbanks Avenue
Winter Park, FL 32789
Click to RSVP now!
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.