SWISS AND US ESTATE PLANNING WEBINAR – MAY 24
24 May 2022
USTAXFS and the American International Club of Zurich invite you to join our free Swiss and US Estate Planning webinar on May 24th.
TOPICS FOR DISCUSSION
- Creating a will: Swiss and US considerations
- Durable powers of attorney: Why it matters
- Using trusts while living in Switzerland
- US estate tax and Swiss inheritance tax considerations
- Planning and getting life insurance
PRESENTERS
GREGORY DEAN, Director, US Tax & Financial Services Sarl
TAS MEGHANI, International Tax Director – Trusts, US Tax & Financial Services
DR. RUTH BLOCH-RIEMER, Partner, Baer & Karrer
DR. DANIEL LEU, Partner, Baer & Karrer
KYLE MCMILLIN, Wealth Manager, Alchemy Financial Group
MODERATOR
JEFFREY HAINDL, EC Member of the AICZ
The panel will explore case studies to provide practical examples as a point of discussion.
DETAILS
Location: Virtual (Login provided after registration.)
Date: Tuesday, May 24
Time: 17:30 – 19:30 CET
There will be a Q&A session afterwards. Email specific questions in advance to k.patel@kadinuobeier.com.
REGISTER NOW by emailing info@aicz.ch. We look forward to you joining us.
Partners: Bär & Karrer, Alchemy Financial Group, USTAXFS