Register Online - Add to Cart
Product ID: 383831EAU
Credit & Course Provided by:

Estate Planning for a Mobile Population

OnDemand Webinar (90 minutes)

Contemplating moving to another state or have a client considering an interstate move, or even another country? In today's mobile society, an increasing number of people find themselves relocating, yet many do not consult their estate planning attorney to consider the impact the laws of their new domicile state may have on existing estate plans. Careful attention must be paid to the laws of the new and former domiciles in formulating an appropriate estate plan. This OnDemand Webinar will emphasize the different estate planning issues that should be considered when planning an interstate move.


Scott A. Bowman, Proskauer Rose LLP
John M. Collins, Haynes & Boone, LLP
Lisa M. Stern, Proskauer Rose LLP


Property Rights

• Community Property vs. Common Law Jurisdictions

• Spousal Rights and Elections

• Homestead Laws

• Joint Tenancy, Tenants by the Entirety and Tenants in Common

• Pre- and Post-Nuptial Agreements

• Ancillary Documents

Intestacy vs. Testacy

• Validity of Will

• Fiduciary Selection

Probate Process

• Probate Variations

• Use of Living Trusts

• Use of Entities to Avoid Probate

Trust Residence

• Estate, Inheritance and Income Tax Issues

• Trustee Selection

• Trust Situs

• Asset Protection

• Rule Against Perpetuities

• Decanting vs. Merger vs. Division

Foreign Estate Planning

• In-Bound

- Use of Off-Shore Trusts and Companies

- Gifts Before Establishing Residency

- Local Origin, Law

- Definition of Domiciliary

- U.S. Tax on Resident vs. Non-Resident

• Out-Bound

- Expatriation Law

- Laws of Other Countries