Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Tax Law Section Meeting
Estate Planning for NRA
Start Date - End Date
July 10, 2025
1:00 PM - 2:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
Advance Registration Required.
If you are an attorney in Orange County, you may have a profile with us. Click Here to retrieve your OCBA log in credentials. For assistance, please email info@ocbar.org
LIVE WEBINAR ONLY
Speaker:
Cynthia Wu
Managing Attorney, Concord & Wisdom, APC.
Estate Planning for NRA
Nonresident aliens face unique challenges in U.S. wealth transfer planning, particularly regarding the absence of a unified gift and estate tax exemption. Without proper structuring, NRA clients may incur up to 40% combined transfer taxes on U.S.-situs assets - including real property, tangible assets, and certain financial holdings.
This webinar will provide practical, technical solutions to minimize these exposures while ensuring compliant succession planning.
Limited in-person space available. NO WALK-INS.
This program is approved for 1.00 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
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