Crossing Borders, Changing Residency: International Tax & Estate Planning in Real Life

Hikaru (Koh) Fujimoto
CEO, CHI Border Inc.

Register Today!

We invite you to join us for the October 21 breakfast meeting for an insightful session on one of today’s most complex and increasingly relevant topics: International Tax and Estate Planning Considerations. 

As more clients hold assets and family ties across borders, traditional planning techniques often fall short. This session will highlight real-life cases of U.S. citizens and long-term green card holders who have exited the United States and the unique international estate and tax issues they faced.

Topics include:

• U.S. estate tax exposure for non-resident clients with U.S. assets
• The role of domestic and foreign trusts in cross-border planning
• Tax treaty considerations and planning traps to avoid
• Practical steps to protect globally mobile families from double taxation

Learning Objectives:

• Recognize the key U.S. estate tax rules affecting non-residents and expatriates
• Understand how trust structures interact with cross-border estate planning
• Gain practical strategies to address international reporting and compliance challenges

Program Schedule

• 7:15 am – Check-in/Breakfast
• 7:50 am – Welcome/Introductions
• 8:00 am – Presentation and Q&A
• 9:00 am – Announcements and Adjournment

Target Audience: This presentation is designed for estate planning attorneys, CPAs, financial advisors, trust officers, and wealth managers who advise clients with international ties—whether they are U.S. citizens moving abroad, nonresidents investing in the U.S., or families with cross-border heirs. Complexity Level: Intermediate

CPE, CFP and CLE Credits = 1 hour (pending)

Location
The meeting will be held in the 5th-floor conference room, Suite 500, in the Greenspoint Office Park building at 2800 W. Higgins Road, Hoffman Estates.

Registration
Registration closes on Saturday, October 18. An email with a link to download the handout will be sent before the meeting.

Sponsored by