ESTATE PLANNING COUNCIL OF THE LEHIGH VALLEY

Join us for "Planning for Clients with International Ties" presented by Joan Crain, CFP, TEP, AEP. The event will be held at Aster Event Center on Grange Road in Allentown.

In her presentation, Joan will discuss the rising numbers of globally mobile families, multi-jurisdictional marriages, and offshore assets, which mean cross-border pitfalls are surfacing in more client files than ever. Practitioners are scrambling to stay ahead of fast-moving rules to guard against costly missteps. This fast-paced session examines significant traps that can blindside even seasoned advisors and offers valuable practical takeaways to help practitioners spot and address issues before problems arise.

Content ranges from exploring a client’s stated desire to fully expatriate versus just living abroad for a few years, to structuring compliant solutions for foreign retirement plans, delving into the hidden pitfalls with foreign trusts and examining options beyond the standard QDOT for a non-citizen spouse. It offers up-to-date insights for lawyers, accountants and wealth planners with all levels of experience, from those who have only occasionally dealt with cross border issues to those with many years of international planning experience.
This will enhance practitioners’ ability to collaborate seamlessly with overseas advisors and deliver proactive, jurisdiction-savvy advice that protects client wealth across borders.

Joan is a Global Wealth Advisor with 30 years of experience in senior leadership roles in trust administration, tax strategies, international wealth planning, and family governance at major global financial institutions, including Bank of New York Mellon and Northern Trust. 

Joan works with families and their advisors through J Crain Consulting to help plan and execute the transition of family wealth to children and future generations. As a member of a family’s estate planning team, she provides an independent perspective and helps coordinate the tough tax and legal issues with the equally challenging human side of family wealth.

Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE. 

1:30 - 2:00 PM Registration
2:00-4:15 PM Program w/ Break
4:15 -5:00 PM Social Reception