"Structuring Inbound Investments into U.S. Markets"

PRE-REGISTRATION FOR THIS MEETING IS NOW CLOSED. WALK-IN REGISTRATIONS WILL BE ALLOWED AT THE UNION LEAGUE

Agenda
3:15 p.m. – 3:45 p.m. Registration
3:45 p.m. – 4:00 p.m. Council Remarks/Annual Meeting/Election
4:00 p.m. – 5:30 p.m. Presentation
5:30 p.m. – 7:30 p.m. Cocktail Reception

PROGRAM OVERVIEW

Advising a non-U.S. person on the ideal structure for investing into U.S. markets is complex. This presentation will provide an introduction to the tax considerations that underlie structuring decisions and explore the application of these structures to common objectives of non-U.S. investors.

Scott A. Bowman is a partner at McDermott Will & Emery. His practice focuses on providing personal tax and estate planning counsel to wealthy individuals, families and family offices, advising them on structuring their wealth to minimize income, estate, gift and generation-skipping transfer taxes over multiple generations. He also has significant experience in complex cross-border planning matters. He is a member of the bar in California, Connecticut, District of Columbia, Florida (Board Certified in Taxation and in Wills, Trusts and Estates), Maryland, New York and Virginia. He is a Fellow in the American College of Trust and Estate Counsel and an Academician in The International Academy of Estate and Trust Law. Scott serves as an adjunct faculty member at the University of Miami School of Law.

Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.