Stephen M. Breitstone to Speak at 53rd Annual Estate Planning Institute Presented by the Practising Law Institute (PLI)

September 13, 2022 @ 9:00am

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September 13, 2022 @ 10:00am

Stephen M. Breitstone will present “Freeze Partnerships” at the 53rd Annual Estate Planning Institute Presented by the Practising Law Institute (PLI).

Speakers will discuss situations involved with the increasingly peripatetic nature of today’s mobile society — sometimes, people from different countries marry. Sometimes, couples change domiciles. Sometimes, individuals have property in more than one country. And sometimes, individuals have close family members, even spouses, who live in different countries. Presenters will consider the issues presented when an individual from a community property jurisdiction has connections to a common law property jurisdiction, including:

  • Overview of Matrimonial Regimes
  • Considerations When Parties Move
  • Considerations When Assets (Not Parties) Move
  • Choice of Law Issues
  • Tax Considerations
  • Advantages and Disadvantages of Preserving Community/Marital Property

Learn more about the 53rd Annual Estate Planning Institute.