International Estate Planning Strategies

Round Table Wealth Management
WEBINAR: 

International Estate Planning Strategies

March 30, 2020
3:00 PM

Event Details

Come join guest speaker Kevin E Packman, partner at Holland & Knight and our very own Frederic Behrens JD, CFP® and Marianne Rodriguez CFP® as they navigate throughout some of the most common issues when it comes to international estate planning.

This presentation will include a case study  concerning a multi-generational family with both, US and Non US persons that have assets within  different countries/jurisdictions.

Topics:

· Creating an estate plan with assets and family members in different countries

· Inheriting from abroad while living in the United States

· Developing a strategic multi-national investment portfolio

· Common mistakes with IRS foreign asset reporting requirements

 

RECORDING

RECORDING

Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Tuesday, March 30th, please let us know and we will send a replay of the presentation.

SPEAKER PROFILES

Bruce Hyde

Kevin Packman

Partner, Holland & Knight LLP

Kevin E. Packman is an attorney in Holland & Knight’s Private Wealth Services Group. He leads the firm’s International Estate Planning Group as well as the Tax Controversy and Litigation Team. Mr. Packman’s practice includes advising high-net-worth private clients (whether U.S. or foreign) with tax, trusts and estates. This also includes pre-immigration planning and expatriation planning.

He also helps clients come into compliance and resolve tax controversies. He represents clients daily before the Internal Revenue Service (IRS) and has represented clients before the U.S. Tax Court.

Mr. Packman is a fellow of the American College of Trusts & Estates (ACTEC), is a frequent writer and regularly speaks at national and international tax conferences. He is also frequently quoted by the national media.

Bruce Hyde

Frederic Behrens, JD, CFP®

Director, Wealth Advisor, Round Table Wealth Management

Frederic Behrens is a Director, Wealth Advisor with Round Table Wealth Management. He is experienced in working with high-net-worth individuals and international families. Frederic is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.

In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.

Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys cross-country skiing and exploring New York City with his rescue dog.

Frederic Behrens

Marianne Rodriguez, CFP®

Director, Wealth Advisor, Round Table Wealth Management

Marianne Rodriguez is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Marianne is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for her relationships.

Marianne has been serving the financial needs of the Southeast Florida Market through her leadership as a branch manager with a national brokerage firm. Her diverse background within the financial industry has allowed her to assist clients with personal and commercial banking solutions, their insurance needs as well as investment guidance and advice. Most recently, she has been providing clients with comprehensive financial planning tools and resources.

Marianne received her Bachelor’s degree in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana UNIBE in Santo Domingo, Dominican Republic. She earned her CERTIFIED FINANCIAL PLANNERTM designation in 2018 and is currently an active member of the Financial Planning Association (FPA). Marianne is passionate about cultural diversity and learning from people who come from different backgrounds, and is fluent in four languages: English, Spanish, French and Portuguese. She enjoys cycling with her husband Rafael, and spends most of her free time with their family and her cat Rainbow and dog Ginger.

Sign Up For the Round Table Newsletter
2021-03-31T15:45:13+00:00