WEBINAR: Estate Planning for Multinationals

March 26, 2024

Join our May Inspiring Insights webinar, “Estate Planning for Multinationals,” for an in-depth look at the complexities facing individuals with ties to multiple countries. Led by Paula M. Jones, Esq., an expert with 25 years of experience, this session will equip financial advisors with the skills to navigate international estate laws and tax planning for high-net-worth clients. Gain insights into cross-border will coordination, residency determination, estate administration, and strategic tax opportunities like QDOTs. Enhance your expertise and prepare for estate law changes, ensuring the best outcomes for your multinational clients. Jones’ extensive background as an educator and practitioner promises a webinar brimming with valuable, actionable knowledge.

Learning Objectives:

Obtain knowledge of the most common estate planning issues affecting multinationals
Plan for federal estate and gift taxes in ways that are unique to multinationals
Prepare for upcoming estate law changes

$0 Equita Members; $39 Non-members

1-hour CFP® and NAPFA CE when attending the live event

Register Here

About Paula M. Jones, Esquire

Paula M. Jones, Esquire, is an attorney in the United States with twenty-five years of experience advising high-net-worth individuals, trusts, and business owners on all aspects of domestic and international estate law. Her work includes estate planning, pre-immigration and expatriation planning, administration of multinational estates, and foreign account and U.S. compliance issues. She started her own firm in 2015 and is admitted in New York, Pennsylvania and New Jersey.

Jones is currently an adjunct professor in International Estate Law at Western New England University School of Law. She lectures frequently, including at Columbia University’s Masters of Business Administration Program on succession of global family-owned businesses. She has authored several articles on international estate planning and other estate issues in respected industry journals such as Trusts and Estates, IFC Journal, American Institute of Certified Public Accountant’s Tax Advisor and the American Bar Association’s Practical Tax Lawyer.

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