Joshua Rubenstein, national chair of the firm's Private Wealth practice, will present "Community Property in Common Law States: Challenges and Opportunities" during the PLI's 53rd Annual Estate Planning Institute at 10:15 a.m. on Monday, September 12. Speakers will discuss situations involved with the increasingly peripatetic nature of today's mobile society — sometimes, people from different countries marry. Sometimes, couples change domiciles. Sometimes, individuals have property in more than one country. And sometimes, individuals have close family members, even spouses, who live in different countries. Presenters will consider the issues presented when an individual from a community property jurisdiction has connections to a common law property jurisdiction, including:
- Overview of Matrimonial Regimes
- Considerations When Parties Move
- Considerations When Assets (Not Parties) Move
- Choice of Law Issues
- Tax Considerations
- Advantages and Disadvantages of Preserving Community/Marital Property