Estate Planning for Mixed-Nationality Couples: Managing Estate & Gift Taxes, Residency Issues, and Cross-Border Trusts

Nina B. Stillman | Handler Law, LLP

Nina B. Stillman is a veteran business and estate planning attorney, serving as senior counsel in the Advanced Planning & Family Office Practice Group at Handler Law. She has a variety of experience which includes standard wills, domestic and international complex estate plans, drafting opinions as an Expert Witness and working with business owners on agreements and resolving employee issues.

Ms. Stillman has over 30 years’ experience, focusing on the areas of domestic and international estate planning, charitable giving, wealth transfer, income and estate tax planning, asset protection and reorganization, entity governance and management, business succession planning, estate administration and litigation.

She received a law degree from William Mitchell College of Law and a B.A. in Political Science from the University of Wisconsin. She received her Master of Laws in Taxation degree (LL.M.) from Northwestern University Pritzker School of Law.

I. U.S. Estate and Gift Tax Rules for Non-Citizen Spouses: Understand the limitations on the marital deduction, tax exemptions, and strategies for minimizing estate and gift taxes | 1:00pm – 1:40pm

II. Residency, Domicile, and Treaty Considerations: Learn how residency status impacts estate planning, tax obligations, and the role of international treaties in mitigating double taxation | 1:40pm –
2:00pm

Break | 2:00pm – 2:10pm

III. Cross-Border Asset Planning and Trust Strategies: Explore effective wealth transfer techniques, including the use of Qualified Domestic Trusts (QDOTs) and other tools to optimize tax efficiency and asset protection | 2:10pm – 3:10pm