Immigration, Tax and Estate Planning Options for US Permanent Residence Status
Gibney presented the seminar “Thinking of Getting a Green Card? Immigration, Tax and Estate Planning Options for those Seeking Permanent Residence Status in the U.S.”
The process for obtaining Lawful Permanent Resident Status in the U.S. is complex and arduous. While a Green Card confers many privileges, it also imposes many obligations. In this seminar, the panel explored various immigration, tax and estate planning considerations for green card seekers, including:
- Paths to Permanent Residence: advantages and limitations of various green card categories
- Income Tax Consequences for Green Card Holders
- Expatriation Considerations for Permanent Residents
- Estate Planning: (making pre-green card gifts; non-citizen spouse; worldwide assets; minor children)
Speakers include tax partners Gerald Dunworth and Meredith Mazzola.