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Estate Planning Seminar: Preserving Assets and Avoiding Probate

January 29 @ 11:00 am - 12:30 pm

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Speaker: Leigh-Alexandra Basha, Partner at the international law firm of McDermott, Will & Emery.

Speaker Bio: Leigh specializes domestic and international estate and tax planning, including estate and trust administration, family wealth preservation, tax compliance, as well as business succession, expatriation and pre-immigration planning. Leigh is head of the firm’s Washington, DC, Private Client Practice Group. She lectures and has written extensively about international estate and tax planning issues, and is editor of A Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies, Second Edition.

The seminar is co-sponsored by Bank Fund Staff Credit Union and The 1818 Society

Topics to be covered: The presentation will discuss estate planning strategies for US citizens and permanent residents. Topics will include:

  • Consequences of not having an estate plan
  • How to avoid probate
  • How to deal with foreign assets
  • Role of estate planning documents
  • Differences between wills and trusts
  • How to fund trusts with US financial assets
  • How to minimize estate administration costs will also be covered

Please click HERE to register.

For those who would like to connect outside the bank, you can join using WEBEX, by clicking HERE.  Meeting Number  734 891 881 , password  bYmttfT6

 

 

Details

Date:
January 29
Time:
11:00 am - 12:30 pm

Venue

MC 13-121

Organizer

1818 Society