Cross Border Trust Design - A Guided Tour to Planning and Administration
REGISTRATION FOR THIS EVENT IS CLOSED. WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.
BREAKFAST MEETING
THURSDAY, OCTOBER 2, 2014
(Breakfast served 7:30-8:00 a.m.; Program 8:00 – 9:00 a.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: THURSDAY, SEPTEMBER 25 (IN COUNCIL’S OFFICE)
SUZANNE SHIER
CROSS BORDER TRUST DESIGN – A GUIDED TOUR TO
PLANNING AND ADMINISTRATION
Sponsored by Jackson Walker
Mobility is a fact of modern life that has many implications. One area of particular complexity is the U.S. taxation of trusts, grantors and beneficiaries with cross-border contacts. Another is the ever-increasing level of information reporting required for compliance purposes in an environment of scrutiny of international trust structures and emphasis on financial and tax reporting transparency. This presentation highlights many of the most significant aspects of the taxation of cross-border trusts and related compliance reporting from the U.S. perspective as well as the associated planning opportunities. The principal focus is on trusts with U.S. contacts, rather than on what are commonly referred to as “off-shore” trusts designed to have minimal U.S. contacts. Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for leading Wealth Planning Advisory Services and for providing thought leadership on wealth planning and tax issues of interest to clients and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends and developments. Prior to joining Northern Trust, Suzanne spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates practice, representing individuals, charitable organizations, and corporate fiduciaries in a full range of wealth planning and fiduciary matters, including philanthropy, domestic and international wealth planning, and fiduciary administration. Suzanne is an adjunct professor in the Master of Laws in Taxation Program at Northwestern University Law School and also a frequent speaker and author. Suzanne earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan . She received her law degree, cum laude, from the Loyola University Chicago School of Law and a master of laws in taxation from the DePaul University College of Law.
There is continuing ed credit pending for this presentation.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page. RESERVATION DEADLINE – THURSDAY, SEPTEMBER 25.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print (you can send an email to dallasepc@yahoo.com). THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
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Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
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