Pre Immigration Planning for Foreign Individuals Moving to the U.S.

83rd Institute on Federal Taxation, New York University (NYU)
Seminar
October 21, 2024

Attorney Maria-Soledad Otero will be presenting "Pre-Immigration Planning for Foreign Individuals Moving to the U.S." at New York University's (NYU) 83rd Institute on Federal Taxation. The presentation will discuss:

  • understanding the different definitions of residence and the impact on the timing of change of residence
  • limiting exposure of assets to U.S. estate and gift taxes
  • planning for immediate worldwide taxation to apply to foreign and U.S. assets
  • considering home country consequences of changing residence

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