In Tampa Bay Area and across Florida, international estate planning is no longer a rare planning issue. Families, retirees, business owners, and investors increasingly have connections across borders, whether through foreign real estate, non-U.S. beneficiaries, inherited assets, citizenship ties, or international tax considerations. These connections can complicate probate, fiduciary administration, tax reporting, and the transfer of wealth.
This session will help advisors recognize where cross-border issues may arise and why early coordination is essential to preserving client intent and protecting beneficiaries.
Agenda
5:15 PM - Professional Networking with Appetizers and Beverages
6:00 PM - Program Begins
7:10 PM - Program Concludes
Cost
This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.
Registration Information
Please register by 5 PM on September 11. To let us know that you will be attending, please use one of the RSVP options on the right.