Joshua Rubenstein, national chair of the firm's Private Wealth practice, will chair the "International Cross Border Tax and Non-Tax Community Property Issues" discussion on Tuesday, April 4. The discussion will consider the issues of our increasingly peripatetic society that are 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 and Investment Considerations
  • Advantages and Disadvantages of Preserving Community/Marital Property

Learn more about the STEP Roundtable.