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US Estate Tax & Your US Situs Assets: Strategies for UAE Residents.
Doors open at 6.30 pm, seminar to commence at 7.00 pm sharp
Events • US Estate Tax & Your US Situs Assets: Strategies for UAE Residents.
Date: May 2024
The seminar was designed specifically for UAE residents who own US situs assets, including company shares and other assets. This event helped people understand the complexities of US estate tax and how to effectively manage their portfolio from abroad.
Agenda
- Understanding US Situs Assets: What are they and why they matter to you.
- Best Practice Management: Tips on managing your US assets from the UAE.
- US Estate Tax Overview: How it affects your investments and strategies to minimize its impact.
- Navigating US Probate Laws: What you need to know as a non-resident.
- Employee Share Scheme Implications: Insights for participants in US company share schemes.
- Tax Mitigation Structures: How to structure your assets to reduce exposure.
- Retirement Accounts Abroad: Managing 401k & IRA rollovers as a non-US resident.
- US Life Insurance & Annuities: Understanding their role in your investment strategy.
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