On Friday, May 13th, 2022, CGCC co-hosted “Cross-Border Asset Planning for Overseas Chinese” with Dorsey & Whitney as part of its Legal and Policy event series.
Led by Catherine X. Pan-Giordano, Partner and Chair of the U.S.-China Practice, and Jay Riffkin, Partner in the Tax, Trusts, and Estate Group, the webinar delved into various cross-border estate planning topics.
A brief topic summary, key takeaways, and the event presentation can be found below:
Topic Summary
Cross-Border Estate Planning 跨境财产规划
Cross-border estate planning touches on a variety of complex income, estate and gift tax rules, and usually requires coordination with professionals in a foreign jurisdiction. Such planning can take many forms, including marriage to a non-citizen spouse, foreign persons acquiring a second home in the U.S. and pre-immigration planning. Our presentation highlights some of those issues.
跨境财产规划涉及各种复杂的所得税、遗产税和赠与税规则，并且通常需要与外国司法管辖区的专业人士协调。该类规划可采用多种形式，包括与非公民配偶的婚姻、外国人士在美国置办第二个房产和移民前规划。我们的讲座聚焦上述事宜中的若干部分。
CLICK HERE for Key Takeaways from the Event
CLICK HERE for the Event Presentation
For questions regarding the event/topic, please contact: Catherine X. Pan-Giordano (pan.catherine@dorsey.com) or Jay Riffkin (riffkin.jay@dorsey.com)