Materials from November Brown Bag Lunch

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Please follow the link below to obtain the materials from the November Brown Bag lunch on “Planning from Abroad:  Inbound Planning Strategies.”  At this program Brian William Monnich of Choate, Hall & Stuart LLP provided practical strategies for advising non-US persons who plan to become residents and/or domiciled in the US for tax purposes, or wish to transfer wealth to US family members.  Attendees learned how to determine how and when a person becomes resident in the US, various pre-immigration planning techniques, and strategies for estate planning across borders.

Planning From Abroad materials