CE Credits: 1
Level of Complexity: Overview
Non-citizens and non-resident aliens of the United States are not just like you and me - or at least they're not just like you and me from an income, gift and estate tax planning perspective. Instead, unique issues exist when representing such clients in matters as simple as providing for a non-citizen spouse, to matters substantially more complex such as advising foreign families investing in the United States, or interested in providing for family members that are now, or are likely to become, U.S. persons. This session will instruct the financial planner on the most important of these issues.