January Luncheon: Navigating Estate Administration for Global Families
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Join us on January 28 from 11:30AM - 1PM at our new location, Chateau Bellevue [708 San Antonio St], to learn more about navigating estate administration for global families.
This presentation will provide an overview of the common issues that arise with cross-border probate matters. The presentation will have a particular focus on practical strategies to help US clients navigate multi-jurisdictional issues that can arise upon the death of a non-US person. In addition, the presentation will provide guidance on how to issue spot and find effective solutions for US persons with interests overseas. Topics will include: (i) an analysis of common inbound and outbound probate issues, (ii) practice tips for handling cross-border probate matters, (iii) an examination of how to comply with US and non-US tax laws, and (iv) pre-death planning pointers for clients likely to face multijurisdictional probate issues in the future. Participants can expect commentary applicable to private client advisers in a wide variety of professions and a practitioner's insight offered throughout.
About our speaker: Steve is a lawyer with Ytterberg Deery Knull LLP. He practices in the areas of US and international trust planning, estate planning, and probate law. Steve is a dual-qualified lawyer and is both a Solicitor of England and Wales (non-practicing) and a Texas attorney. He is a graduate of the University of Texas School of Law and he received a first-class law degree from the University of Cambridge. Steve was named as a Texas Rising Star from 2020 through 2024 and he has spoken and authored numerous articles on topics that impact high net-worth clients.
Steve has extensive experience representing cross-border clients and advising on tax, compliance, and multi-jurisdictional probate issues. His practice also includes inbound and outbound trust and estate planning, administering complex estates, advising on the formation and management of private foundations, and creating and administering closely-held business entities.
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Parking: Parking is available onsite.
Photo Disclaimer: By attending this event, you acknowledge that you are aware your image may appear in on EPCCT social media platforms, promotional material and other media as requested. Questions: contact Jen George, CAE at atxEPCCT@gmail.com.
Menu: Special food requests cannot be guaranteed onsite. Please note any special dietary requirements or food allergies on the registration page.
Deadline to register or cancel is Friday, January 24 at noon. Guarantees to the venue necessitate this policy.
New Guest Policy: Guests may attend our meetings for $75. Eligible guests who qualify for membership may attend once per program year before we ask them to join.
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