Press Room

February 28, 2017

Neuhaus Presents Cross-Border Estate Planning Techniques

The Boston Bar Association’s mission is to advance the highest standards of excellence for the legal profession, facilitate access to justice, and serve the community at large. Headquartered at 16 Beacon Street in the historic Chester Harding House, the BBA has more than 13,000 members drawn from private practice, corporations, government agencies, legal aid organizations, the courts, and law schools. Today, the Boston Bar Association is governed by a Council of 34 members and has 24 sections and more than 100 committees dedicated to substantive areas of law as well as issues such as delivery of legal services and diversity and inclusion.

The Cross-Border Estate Planning seminar will take place March 1, 2017 at the Boston Bar Association in Boston, MA. Kellie Neuhaus will participate as a panel member in discussing various estate planning techniques and considerations for non U.S. persons and U.S. persons living abroad, including the taxation of non-U.S. persons; the creation, administration and reporting of foreign trusts; planning for the non-citizen spouse and qualified domestic trusts; and U.S. reporting requirements for foreign assets.  Attendees will leave with a general understanding of these techniques and the ability to identify situations where such planning is needed.

Kellie Neuhaus has over 13 years experience in delivering tax and financial advisory services to high net worth individuals, their families, and their related entities. Her practice focuses on addressing income tax compliance and consulting for individuals, fiduciaries, partnerships, and private foundations as well as providing multi generational wealth transfer planning services. Kellie serves a variety of clients, including venture capitalists, corporate executives, entrepreneurs at various stages of business development, and sophisticated families with multi-generational wealth.


March 1, 2017
Boston, MA

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