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CLEtoGo (Podcasts)

Ethical Issues in Cross Border Planning: Hidden Risks in Common Planning Strategies


Trusts & Estates Section; Taxation Law Section
Credit(s): 1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
Course Number: TE_TAX_04-22-26
Original Program Date: April 22, 2026
Duration: 1 hour 5 minutes
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
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    Category: Co-Sponsored Programs, Closed Captioned Courses, Taxation ... (show more)
    Category: Co-Sponsored Programs, Closed Captioned Courses, Taxation, Trusts & Estates (show less)
    There are hidden risks associated with the most common and benign cross border planning strategies.  

    The unintended can trigger significant ethical and regulatory penalties. Seemingly straightforward planning can cause potential domestic or foreign, civil or criminal penalties.  
     
    The purpose of this webinar is look at common strategies and best practices to avoid ethical issues that may cause issues beyond the U.S. water’s edge! 
    1 Legal Specialization in Estate Planning; Trust & Probate Law  

    1 Participatory MCLE Credits
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    Non-Member$65.00
    CLA Member$45.00

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    Ethical Issues in Cross Border Planning: Hidden Risks in Common Planning Strategies

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    We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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