Home | Events | SWISS AND US ESTATE PLANNING WEBINAR – MAY 24

SWISS AND US ESTATE PLANNING WEBINAR – MAY 24

24 May 2022

USTAXFS and the American International Club of Zurich invite you to join our free Swiss and USAmerican International Club of Zurich (AICZ) – Fellowship, Friendship, and Service Estate Planning webinar on May 24th.

TOPICS FOR DISCUSSION

  • Creating a will: Swiss and US considerations
  • Durable powers of attorney: Why it matters
  • Using trusts while living in Switzerland
  • US estate tax and Swiss inheritance tax considerations
  • Planning and getting life insurance

PRESENTERS
GREGORY DEAN, Director, US Tax & Financial Services Sarl
TAS MEGHANI, International Tax Director – Trusts, US Tax & Financial Services
DR. RUTH BLOCH-RIEMER, Partner, Baer & Karrer
DR. DANIEL LEU, Partner, Baer & Karrer
KYLE MCMILLIN, Wealth Manager, Alchemy Financial Group

MODERATOR
JEFFREY HAINDL, EC Member of the AICZ

The panel will explore case studies to provide practical examples as a point of discussion.

DETAILS
Location: Virtual (Login provided after registration.)
Date: Tuesday, May 24 
Time
: 17:30 – 19:30 CET

There will be a Q&A session afterwards.  Email specific questions in advance to k.patel@ustaxfs.com.

REGISTER NOW by emailing info@aicz.ch. We look forward to you joining us.

Partners: Bär & KarrerAlchemy Financial Group, USTAXFS
swiss and us estate planning aicz partners

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

Here to Help

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Contact one of our specialists

London
US Tax & Financial Services Ltd
3 Harbour Exchange Square
London E14 9GE
United Kingdom

T: +44 20 7357 8220

F: +44 20 7357 8225

Email Us

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US Tax & Financial Services Sarl
Brandschenkestrasse 20
CH-8001 Zurich
Switzerland

T: +41 44 387 8070

F: +41 44 387 8079

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Rue de Candolle 19
CH 1205
Geneva
Switzerland

T: +41 22 700 2500

F: +41 22 700 2526

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Middle East, Asia and the Americas
US Tax & Financial Services GmbH
Löwenstrasse 28
PO Box 1367
CH-8021 Zurich
Switzerland

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F: +41 44 387 8079

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Nordics
US Tax & Financial Services Ltd / MAJATTORNEY
Norra Skeppsbron 5B
SE 803 10, GAVLE
Sweden

T: +46 26 18 82 22

M: +46 70 61 88 016

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