Joshua Rubenstein, national chair of the firm's Private Wealth practice, will present "US and Switzerland: Coming and Going: Think Before You Leap" at 10:30 a.m. (ET) on Tuesday, September 14. The event will focus on typical topics related to the US – Swiss cross border estate planning. In particular, speakers will analyze the key tax and succession law issues to keep in mind when Swiss nationals relocate to the United States (i.e., typical pre-immigration planning), and vice versa, issues that arise when US nationals relocate to Switzerland. The following situations will be taken in to consideration:

  • Swiss residents with US beneficiaries/US property
  • US residents with Swiss property and related planning/tax

Learn more about the "US and Switzerland: Coming and Going: Think Before You Leap" presentation.

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