NAEPC Webinar: An Overview of Planning and Issue-Spotting for Multinational Individuals and Families
Attorney Bove and Attorney Witherell both regularly work with individuals and families with multinational ties. Using their experience, they will review at a high level issues to keep in mind when working with multinational clients. In the webinar, they will focus on the following core areas: (i) what is meant by multinational, (ii) the importance of detailed information-gathering when working with multinational clients, and (iii) a working overview of planning techniques for multinational clients. Specific topics will include but are not limited to: working with clients with multiple citizenships; impact of treaties on gifting and estates; ownership of assets in multiple countries; pre-planning prior to moving to the United States; structuring of estate plans for non-citizens and for citizens with significant foreign assets; and probate issues that may arise with the estate of a multinational client.
Alexander A. Bove, Jr. is the founding partner of the Boston law firm of Bove & Langa, P.C., who is also admitted to practice as a Solicitor in England and Wales. With over 35 years of experience, he is an internationally known and respected trust and estate attorney. In addition to his practice of law, Alexander is a regular lecturer on a wide variety of legal topics (international and domestic), the author on multiple books on trust and estates law, and a highly sought after expert witness in the trust and estates field.
Karen L. Witherell, is a partner at the Boston law firm of Bove & Langa, P.C. She works regularly with both domestic and international clients on a wide variety of estate, trust, and asset protection matters. Karen regularly speaks and writes on a variety of legal topics and is a lecturer at the Boston University School of Law Graduate Tax Program where she teaches a course on estate planning.
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one discounted fee.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College)|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program link and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and a password to the recorded version of the webinar, which can be used to show the program to council members and guests who have gathered together on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact firstname.lastname@example.org prior to attending your first program if you have any questions with regard to the availability of credit.