Episode 4: IN FOCUS: "Coming to America: Pre-Immigration Tax and Estate Planning Considerations”
Jonathan On Money17 Touko 2023

Episode 4: IN FOCUS: "Coming to America: Pre-Immigration Tax and Estate Planning Considerations”

In this week's episode we are IN FOCUS discuss a more advanced wealth planning topic of "Coming to America: Pre-Immigration Tax and Estate Planning Considerations” featuring:

Michael Wildes, Managing Partner, Wildes and Weinberg, P.C.

K. Eli Akhavan, Partner, Steptoe & Johnson LLP

Lawrence M. Lipoff, Director, CohnReznick LLP

By way of background, when someone moves to the US there are a whole host of legal, tax, estate planning, and financial planning challenges. Today we will cover, the legal issues and challenges to becoming a citizen and then discuss relevant financial, tax, and estate planning topics. Some areas we covered in this week’s show include: 1) The immigration process and the EB-5 program 2) Strategies to minimize the tax impact of becoming a US tax resident 3) How is a trust defined for United States tax purposes 4) Tax reporting requirements once I become a tax resident of the US 5) Potential changes with a pre-immigration trust if the immigrant becomes a United States resident alien within five years 6) Impact to a foreign trusts. 7) Implications when expatriating from the US And more.

Staying connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

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