Product Description

If you are someone who says, “I don’t do international estate planning.”—think again! This new program is designed to illuminate some of the hidden multi-national issues lurking in estate planning and estate administration. Your client has no intention of formal expatriation, but will the client be subject to the new final expatriation regulations nonetheless? Your client wants to sign a prenuptial, but will it be enforceable in a non-U.S. jurisdiction if a spouse flees the U.S.? When does a fiduciary need to consider the international market when disposing of tangible personal property in an estate? How can a client preserve the charitable deduction when contributing to non-U.S. charities during lifetime and at death? Louis Armstong sang “It’s a Wonderful World” —and it is. You just need to keep informed with your feet firmly on the ground

Agenda & Materials

• 9:00 - 9:10 am

  Why the Wonderful World Matters to Your Practice

  Melissa Langa, Esq., Bove Langa Witherell & Soiffer , Boston
  James S. Weliky, Esq., Messing, Rudavsky & Weliky, PC , Newton
  Gina Leonard, Massachusetts Commission Against Discrimination, Commonwealth of Massachusetts , Boston
  Lila Roberts, Esq., Massachusetts Commission Against Discrimination, Commonwealth of Massachusetts , Boston
  
• 9:10 - 9:40 am

  Expatriation Final Regulations and Taxation of Covered Gifts and Bequests Under IRC 2801
• 3:30 - 3:35 pm

  Break

  Ada Colomb, Esq., Vacovec, Mayotte & Singer LLP , Newton
  Mark E. Haranzo, Esq., Holland & Knight LLP , New York
  
• 3:35 - 4:10 pm

  MCAD Post-Cause Proceedings

  on demand video Add to Cart

  • Conciliation: how it works, best practices
  • Post-Certification Discovery: how it works, best practices, legal issues
  • Discovery Disputes
• 9:40 - 10:10 am

  Cross-Border Prenuptial Agreements

  Mary Bradach, CAF America , Alexandria
  
• 4:10 - 4:50 pm

  MCAD Public Hearing Process

  on demand video Add to Cart

  • Certification and Pre-Hearing Conferences: what they are, how they work, best practices
  • Conduct of the Public Hearing: preparing for the public hearing (practitioners), opening statements, evidence (applicability of rules, how it's entered, best practices, disputes)
  • Remedies: what you get, evidence to support, best practices
  • Proposed Findings: what they are, function, best practices
  • Full Commission review

  Mark E. Haranzo, Esq., Holland & Knight LLP , New York
  Kathleen O'Brien, Bonhams , Boston
  
• 4:50 - 5:00 pm

  "Ask the MCAD” Q&A Session

  on demand video Add to Cart
• 10:10 - 10:35 am

  Cross-Border Charitable Giving

  Mary Bradach, CAF America , Alexandria
  
• 10:10 - 10:35 am

  Cross-Border Charitable Giving

  Mary Bradach, CAF America , Alexandria
  
• 10:35 - 11:00 am

  Why the International Art Market Matters

  Kathleen O'Brien, Bonhams , Boston
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty