US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets

Malissa Marshall, CFP®, MST, EA will address the special challenges faced by non-resident non-citizens, an area which is largely overlooked within the CFP® curriculum.
**Learning Outcomes:**
1. High level review of key US estate planning concepts.
2. Discuss and understand specific considerations and planning opportunities for estate planning for non-resident non-citizens with US situs assets.
3. Review a Case study – Swiss Resident French citizen with US situs assets.

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