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International Estate Planning

November 29, 2018

Warren Whitaker and Edda Santiago spoke at a joint meeting of the New York Center for Financial Studies and the New York City Chapter of the Society of Financial Services Professionals on the topic of "International Estate Planning." They discussed what constitutes a U.S. and a non-U.S. person, how they are each taxed, the taxation of foreign trusts and corporations, and the estate tax marital deduction for the non-citizen spouse.

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