Transfer Tax Planning for Non-citizens and Multinationals
On October 18, 2016, Michelle Chapin took part in a panel discussing transfer tax planning for non-citizens and multinationals. Planning for international couples and foreign nationals is becoming a much larger sector of the market place. Learn how to address these challenging client circumstances through expert instruction and a family case study.
This program was hosted by the National Capital Chapter of the Society of Financial Service Professionals. Michelle Chapin is an Associate in the firm’s Estate Planning practice group.
Other panelists and instructors included:
Kevin W. Blanton, Assistant Vice President, Associate Counsel, John Hancock
Dennis Bartos, Partner, Agency One Insurance Marketing Group, LLC
David Hollander, Director, Citrin Cooperman
Networking coffee, lunch and Q&A included in the program.
2 hours of CE pending for DC/MD/VA insurance, PACE, CPE and CFP.
Questions? Call 703-532-8778 or email dina@nccfinancialpro.org
For more information, please visit the NCCSFP website: Transfer Tax Planning for Non-citizens and Multinationals.