Estate Planning for U.S. Citizens With Foreign Assets sponsored by Huntington Bank

Date: Tuesday, April 9, 2019
Time: 11:30am - 1:30pm
Location: The City Club of Cleveland, 850 Euclid Ave., 2nd Fl., Cleveland, OH 44114
Speaker: James Spallino, Jr.

Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at 12:00pm (noon) with the meeting beginning at 12:20 pm.


About the Program
The glamour of Paris.  The beauty of the Swiss Alps.  Big Ben ringing in London.  The shimmering lights of Tokyo.  The family cottage in Canada.  Many of our clients, more than you might think, own assets abroad.  Estate planning for these clients who hold foreign assets can be tricky and complex.  Are the assets held in a common law jurisdiction or a civil law country?  Can a trust be used to pass title to these assets to a spouse or heirs?  What are the wealth transfer taxes that apply, both here in the U.S. and the country where the assets are located?  Does the client need a foreign Will in addition to his or her U.S. estate planning documents?  Will the foreign country recognize the U.S. Will that you so carefully crafted for your client?  Are the beneficiaries of the foreign assets the same as those of the U.S. assets?  Will a transfer tax treaty apply?  These are many of the questions and issues you need to grapple with in representing clients who own foreign assets.  This program will attempt to provide answers to these questions and a road map of things to consider when advising your clients.

About the Speaker
Jim Spallino is a partner in the Personal and Succession Planning Group of Thompson Hine LLP in Cleveland.  Jim has been practicing in the estate planning field for 25 years, and represents clients in all aspects of their domestic estate planning.  He represents individuals, fiduciaries and nonprofits in his practice, and has also developed specific experience over the years in advising clients on international estate planning matters.  Jim received a Bachelor of Science Degree in Business Administration from Duquesne University, and, after working for nine years, attended the University of Akron School of Law, where he received his JD.  Jim is an OSBA Certified Specialist in Estate Planning, Trust and Probate Law.

Laura B. Springer, CRPC®, CFP® │ 2018-2019 Program Chair

Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 04/08/19, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 04/05/19).  If you reserve and are unable to attend, please call the office to cancel by noon 04/08/19 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.  

To Reserve, click "Register Now" below.


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