12th Annual International Estate Planning Institute

March 11, 2016
New York, New York

On March 11, Ms. Tamler gave a presentation titled “Planning for the Non-Citizen Spouse: Tips and Traps” as part of the 12th Annual International Estate Planning Institute, which was co-sponsored by the New York State Bar Association and the Society of Trusts and Estates Practitioners. The presentation covered the application of U.S. estate and gift tax to transfers to non-citizen spouses, the use of qualified domestic trusts and joint ownership of property, among other topics.