Illinois Quarterly Forum Meeting


Don't miss the fall quarterly meeting, where Jonathan Mintz, JD is presenting: What Every Estate Planner Needs to Know About International Estate and Tax Planning (with a special emphasis on Canadian issues)

The United States is currently the “Switzerland” of years past in terms of foreign investment, as unprecedented numbers of wealthy non-U.S. persons are investing in and/or moving to the U.S. Unfortunately, typical planning is inappropriate for many of these clients, and absent advance planning these individuals will unnecessarily be subjected to significant U.S. income and transfer tax. In this timely session, internationally known expert Jonathan Mintz will discuss the rules surrounding typical international client scenarios, planning options, and traps for the unwary, with a special emphasis on planning for Canadians.

Jonathan will also lead a discussion on Formula Funding Options with a focus on Clayton QTIPs.


  • When

  • Friday, November 17, 2017
    12:00 PM - 5:00 PM
    Central Time

  • Where

  • Medinah Country Club
    6N001 Medinah Road
    Medinah, Illinois 60157

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