How to Avoid the Traps Clients & Their Advisors Trip on in the International Arena
Financial Planning Journal
September 25, 2007
Leigh-Alexandra "Leigh" Basha- Northern Virginia
Private Wealth Services Partner Leigh-Alexandra Basha was a featured speaker at the Northern Virginia Estate Planning Council''s September 25 luncheon. She spoke on "How to Avoid the Traps Clients and Their Advisors Commit in the International Arena." Her presentation includes how not to title a client''s assets, reporting foreign gifts and bank accounts, income tax traps for clients'' investments, international estate planning pitfalls and how to avoid them.
For a copy of Ms. Basha''s program materials, click here.
Disclaimer: The information and materials provided during this program present general information and should not be used or relied on as legal advice when analyzing and resolving a specific legal issue. Each fact situation is different; the laws are constantly changing. If you have specific questions regarding a particular fact situation, we urge you to consult with competent legal counsel about your specific facts and the specific laws that apply.