International Estate Planning

Date: Monday, October 23, 2017
Time: 5:30pm - 8:00pm
Location: The William Penn Inn
Speaker: Paula M. Jones, Esq.

International Estate and Income Tax Planning in the U.S.

Multinational individuals and families have increased significantly in recent years, due to international travel to and from the United States, the creation of cross-border businesses, and the migration of employees to and from the U.S.  As a result, the seemingly average client may turn out to have personal, business or financial connections to more than one country.  The foundational concepts that every advisor should know in regard to multinationals are addressed, including the bases on which the U.S. taxes for estate and income tax purposes, the definition of residency, situs rule for assets and how advisors can tie these concepts together to present a comprehensive plan for multinational clients. 

Paula M. Jones has almost twenty years of experience advising clients on all aspects of domestic and international estate law for moderate to high net worth individuals and business owners.  Her work with international clients includes efficient planning in regard to U.S. estate and gift taxation, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the United States, administration of estates of foreign individuals with U.S. property and other related matters.  She has represented many individuals in regard to foreign account and asset compliance issues.

Paula is currently an adjunct professor at Western New England University School of Law where she teaches International Estate Planning.  She has guest lectured at Columbia University, Temple University School of Law’s Masters of Laws Program and Rutgers University School of Law.  She lectures frequently for organizations such as the American Immigration Lawyers Association, Society for Human Resource Management and the American Bar Association, as well as local estate planning councils.

Paula has authored several articles in respected industry journals such as Trusts and Estates, AICPA’s Tax Advisor and the ABA’s Practical Tax Lawyer.

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