Chair
Matthew McKee, Partner, Brown Wright Stein Lawyers
Description
Attend and earn 1 CPD hour in Substantive Law
This program is applicable to practitioners from all States & Territories
Implications of and Issues with Cross Border Trusts
- The pitfalls of US revocable trusts for Australians moving back to Australia
- Estate planning traps for Australian families with US resident family members
- Australian discretionary trusts owning shares in US companies
- US tax classification of Australian unit trusts
- Australian superannuation funds with US citizen owners and beneficiaries
- Dual resident US / Australian trusts
Presented by David Laanemaa, Director, Bentleys
Presenters
Matthew McKee, Partner, Brown Wright Stein Lawyers
Matthew McKee is an experienced tax and trusts lawyer who provides tax and commercial related advice to accountants, financial planners, SMEs and private clients. Matthew advises on income tax, capital gains tax, fringe benefits tax, GST, stamp duties, payroll tax and superannuation law. Matthew has a particular expertise on the tax issues associated with trusts. Matthew regularly provides advice on the structuring of businesses and family wealth through discretionary trusts and unit trusts.
David Laanemaa, Director, Bentleys
David Laanemaa is a Director with the Business Services division at Bentleys NSW.David has extensive experience, including local and international experience on tax and cross-border matters.As a private clients and tax specialist with a focus on cross-border matters between Australia and the United States of America. David specialises in providing individuals, professionals and business groups with business and tax driven solutions on cross-border and local matters.Apart from a primarily tax and accounting background, David has spent time in investment banking and wealth management, in particular superannuation before making cross border his specialty.David’s international clients reside in the USA, New Zealand, Singapore, Hong Kong and the UK.
