In today’s society, people’s lives are increasingly international, making the management of wealth across different countries more crucial than ever. Therefore, CASPA, in collaboration with NewYorkLife, will host a webinar on Transnational Wealth Planning for Chinese-Americans on November 3rd, 2023, at 5:00 PM (PDT).
Topics include:
Traditional Estate Planning
Overseas Fund Inflows
Capital Gains Tax Basic Planning
Real Estate Planning with Retained Annuity Trusts
Transnational Planning Opportunities
Business Structures with Trust Ownership
Life Insurance Trusts and Annual Gifts
Estate Planning Template Considerations
We look forward to discussing the best practices in transnational wealth planning for Chinese-Americans with you, guiding and safeguarding your financial future.
Registeration link: https://nylife.zoom.us/webinar/register/WN_fzKYg9qtTHqMD_RyNpR4MQ#/registration