Please join us for a presentation by Reshma Shah, Partner at Duane Morris and Nainesh Shah, Partner of Complete Advisors, that will review global perspectives on the complexities of business and entity valuations relating to trust and estate planning. This session will explore the critical need for and significance of accurate valuations across borders, the applicable legal and tax implications for domestic and international estate planning, and related strategies for compliance and tax efficiency in multiple jurisdictions. This presentation will equip attendees with various insights and strategies for managing global assets effectively.

Key topics that will be covered include:

• The role of valuations in global estate and trust planning
• Legal and tax implications of cross-border asset transfers
• Strategies for mitigating risks and maximizing opportunities relating to valuations in estate/trust planning
• Case studies demonstrating practical applications of global planning techniques that include valuations

Thank you to our Venue Sponsor, Duane Morris LLP and our Lunch Sponsor, Crestibridge Fiduciary.

For details and to register, click here.