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Roundtable Luncheon - German/US Cross Border Tax and Estate Planning

Mitglieder Download event
09/13/11 | 12:00 PM
New York


 The German American Chamber of Commerce, Inc. together with its member Alston & Bird LLP and Flick Gocke Schaumburg invite you to a roundtable luncheon on


 German/U.S. Cross Border Tax and Estate Planning for Private Clients

Seeking the Best Results in Both Jurisdictions


 Please join us on

September 13, 2011
12:00p.m. to 2:00p.m.

Alston & Bird LLP
90 Park Avenue
New York, NY 10016

This roundtable will focus on tax challenges that foreigners face before, during, and after being employed in the U.S. Our tax experts will bring in knowledge from both sides of the ocean, addressing the following topics:

Pre-immigration planning: U.S. and German planning before establishing U.S. residence or U.S. domicile

  • Sheltering assets from the U.S. estate tax.
  • U.S./German Estate and Gift Tax Treaty benefits - 10 year grace period.
  • German tax structuring prior to emigrating from Germany to the U.S.
  • U.S. entry documents – Tax issues of visa vs. green card.
  • U.S. income tax planning.

Planning while stationed in the U.S.

  • U.S. transfer tax and estate panning for multinational individual, with an emphasis on recent 2010 Tax Act, domicile determination, estate taxation of domiciliaries and nondomiciliaries, and implications of treaty.
  • German transfer tax and estate planning for the German expatriate residing in the U.S. with assets and/or family in Germany, with emphasis on trusts.
  • U.S. income tax issues for the multinational individual including residency tests, Foreign Bank Account Report (“FBAR”), Foreign Account Tax Compliance Act of 2010 ("FATCA"), and interests in foreign corporations.

Planning prior to returning to Germany

  • Pre-departure U.S. income tax planning. 
  • Ramifications of the U.S. expatriation tax.
  • Impact of retiring in Germany on U.S. IRAs and other Retirement Plans.
  • Implications of trusts established while in the U.S. upon return to Germany.

Our speakers will be:

Glenn G. Fox, Esq., Alston & Bird LLP NY

Matthew Stevens, Esq., Alston and Bird LLP Washington D.C.

Dr. Christian von Oertzen, Flick Gocke Schaumburg Frankfurt, Germany.


A light lunch will be served during the discussion.

Admission is free!

To register, please use our online registration form or contact Anne Voss at avoss@gaccny.com or (212) 974-8849 by September 6th. We look forward to seeing you there!


German American Chamber of Commerce, Inc. 75 Broad Street, Floor 21 New York, NY 10004
Supported by: Federal Ministry of Economics and Technology on the basis of decision by the German Bundestag