Washington, D.C., October 4, 2019. American Law Institute Continuing Legal Education (ALI CLE) has announced that Life Insurance Company Products 2019: Featuring Current SEC, FINRA, Insurance, Tax, and ERISA Regulatory and Compliance Issues will be...
International Practice Articles
International Trust and Estate Planning 2019
Washington, D.C., September 27, 2019. American Law Institute Continuing Legal Education (ALI CLE) has announced that International Trust and Estate Planning 2019 will be held on November 14-15, in Washington, D.C. Both new and experienced lawyers...
Estate Planning for U.S. Citizens/Residents with International Assets (Part 1)
In our increasingly global society, estate planning is important, if not essential, for U.S. persons with ties to non-U.S. countries or international assets, especially during certain critical junctures and life altering events (i.e., immigration...
Latest Wealth Planning and Tax Strategies for Large Estates
American Law Institute Continuing Legal Education (ALI CLE) has announced that Planning Techniques for Large Estates will be held on April 3-5, in Scottsdale, Arizona after two years away at other locations. This year’s wealth planning conference...
Dalia Blass, SEC Director, Division Of Investment Management’s Keynote Address at ALI CLE Conference
The following keynote address was delivered by Dalia Blass, Director, SEC Division Of Investment Management, at ALI CLE's 2018 Conference On Life Insurance Company Products, Washington D.C., Nov. 8, 2018. Introduction Good morning. Thank you...
International Trust and Estate Planning Strategies to be Explored at Upcoming ALI CLE Conference
San Francisco, September 11, 2018. American Law Institute Continuing Legal Education (ALI CLE) has announced that International Trust and Estate Planning 2018 will be held on November 1 - 2, 2018, in San Francisco, California. This annual...
Non-Grantor Trusts May Sneak Services Into Passthrough Deduction
The exclusion of several professional service fields from the benefits of the new pass-through deduction left many professionals dismayed, but non-grantor trusts could help bypass that obstacle. Grantor trusts have been the entity of choice for...