Maria-Soledad Otero will be presenting “Pre-Immigration Planning For Foreign Individuals Moving to the US” at NYU’s 83rd Institute on Federal Taxation in New York City on October 21, 2024, alongside Thomas Giordano-Lascari of Greenberg Glusker. The presentation will discuss:
- Understanding the different definitions of residence and the impact on the timing of change of residence
- Limiting exposure of assets to U.S. estate and gift taxes
- Planning for immediate worldwide taxation to apply to foreign and U.S. assets
- Considering home country consequences of changing residence
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