Pre-Immigration Tax Planning

Date: Available 24/7 CLE Credits: 2 General

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Course Description

This program was recorded on January 30th, 2018

If your client is a non-resident alien thinking about becoming a U.S. Resident, you need to consider Pre-Immigration Tax Planning to:

  1. Minimize your client’s U.S. Income Tax on Worldwide Income;
  2. Reduce your client’s exposure to U.S. Estate Taxes on Global Holdings; and
  3. Protect your client’s assets.
Otherwise, your client may find him/herself in the unfortunate position of paying U.S. income taxes on worldwide income and possibly subjecting their entire global estate to U.S. taxation without the benefits, exemptions and exclusions available to U.S. citizens. This course provides you with the tools to help your client plan ahead, reduce their tax exposure and protect their assets from creditors.

  • Lazaro Mur
    Lazaro J. Mur, Esq., JD, LLM., (Retired Certified Public Accounting), is the Founder of The Mur Law Firm, P.A. Mr. Mur has been serving the international business community and high net worth entrepreneurs since 1985. Mr. Mur has an AV Preeminent Rating from Martindale-Hubble, is named as one of the Top Tax Attorneys in the state of Florida by the Miami Herald, has been quoted by the Wall Street Journal, is Former Chair of the Florida State Hispanic Chamber of Commerce, Member of the Committee for Democracy In The Americas, Lectures on the topics of Global Asset Protection, International Tax Structuring and Sophisticated Estate Planning on behalf of the National Business Institute.

    Contact Lazaro Mur

      • 2 General Credits
      • ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

        ProLawCLE does not seek approval in the state of Virginia.

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        AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. What is Pre-Immigration Tax Planning?
    2. Who Needs Pre-Immigration Tax Planning?
    3. Why Is Pre-Immigration Tax Planning Needed?
    4. What Happens If Your Client Becomes A U.S Resident Without Pre-Immigration Tax Planning?
    5. How To Use Offshore Trusts In Pre-Immigration Tax Planning
    6. Does Your Client Have To Give Up Control?
    7. What Is The 5-Year "Look Back" Rule?
    8. Should Your Client Sell or Gift Assets?
    9. How Will The New Tax Laws Affect Your Client?
    10. FAQs
    11. How long does the process take?
    12. What are the costs/expenses related to establishing and implementing U.S. Pre-Immigration Tax Planning?
    13. Is Pre-Immigration Tax Planning the same regardless of your client’s country of origin?
    14. What if your client changes his/her mind after becoming a U.S. Resident?

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