Estate Planning for Nonresident Aliens and Their U.S. Families

Date: Wednesday, January 23, 2019
Time: 11:45am - 1:15pm
Location: City Club, 555 S. Flower Street, 51st Floor, Los Angeles, CA 90071
Speaker: William Finestone, Esq. (Blank Rome) & Pamela J. Drucker (AndersenTax)

Join the Los Angeles Estate Planning Council for the first lunch and continuing education program of 2019. Led by trust and estate experts William Finestone, Esq of Blank Rome LLP and Pamela J. Drucker of AndersenTax, the January continuing education program will focus on estate planning for Nonresident Aliens (NRA's) and their families based in the United States.

 

Bill Finestone concentrates his practice in the area of trusts and estates, with particular emphasis on estate and tax planning, and estate and trust administration. His more than 40 years of experience spans the gamut of matters on which he advises his clients:

  • wills, revocable, and irrevocable private trusts
  • charitable trusts and tax planning for charitable gifts
  • durable powers of attorney for financial and healthcare matters
  • business succession planning
  • estate and trust administration involving probate and non-probate procedures
  • dispute resolution involving wills and trusts
  • private fiduciary current and final accountings
  • representation of fiduciaries and beneficiaries
  • tax planning matters including California, United States, and international transfer tax
  • corporate, partnership, and individual income tax planning
  • property taxation
  • formation and representation of tax-exempt organizations

Bill is a frequent lecturer and author for industry publications on these topics as well. Recent engagements include:

  • American and California State Bar Association
  • Partnership for Philanthropic Planning (National Committee on Planned Giving)
  • Western Conference on Tax-Exempt Organizations
  • California State University Los Angeles, College of Extended Studies and International Programs

 

Pam Drucker has over 14 years of experience advising clients on domestic and international tax matters. Her clients have included closely-held businesses, middle-market companies and high net worth individuals.

Pam’s practice covers a full-range of domestic and international transactions, including:

  • Inbound and outbound international structuring and compliance
  • Income and estate tax planning for inbound investments in U.S. real estate
  • U.S. withholding tax matters
  • Cross-border structuring and U.S. tax compliance issues for film finance and production companies
  • Planning and compliance for pre-immigration, expatriation and multi-jurisdictional families within U.S. connections, including foreign trusts with U.S. beneficiaries
  • Income tax treaty issues

Before joining Andersen Tax, Pam worked for Loeb & Loeb LLP and clerked for a U.S. Tax Court judge. Pam has also worked at national and local accounting and tax firms.

Pam is an adjunct professor for Golden Gate University School of Taxation, teaching Principles of International Taxation. She has also been a co-author of Tax Management U.S. Income Portfolio Civil Tax Penalties.

Pam has been a speaker at seminars on various international tax topics, including those sponsored by Society of Trust and Estate Practitioners (STEP), Los Angeles Bar Association, California Society of CPAs, State Bar of California Taxation Section, Italy-America Chamber of Commerce West, and Los Angeles Chapter of the Tax Executives Institute.

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