Cross-Border Insurance Planning Involving U.S. Persons
Speaking Engagement
RBC Family Office Services Conference
Hodgson Russ partner Marla Waiss presented on May 12 at the RBC Family Office Services Conference on “Cross-Border Insurance Planning Involving U.S. Persons.” The session addressed key tax and estate planning considerations where U.S. persons are involved, including issues affecting policyholders and beneficiaries. It also covered the process and implications of renouncing U.S. citizenship in a cross-border context.