Asset Planning Using Joint Titles | The Transatlantic Estate Law Firm PLLC

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Asset Planning Using Joint Titles

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Recent Events

September 8, 2023

Dr. Caroline Esche will be presenting a lecture at a meeting of the Real Property, Trust and Estate Section of the American Bar Association. The lecture will focus on the perils of leaving IRAs in trusts and the emerging investment options for IRAs. The lecture will also highlight the complications when IRA account holders or trust grantors live abroad.

February 19, 2021

Dr. Caroline Esche was a panelist for an American Bar Association’s Real Property, Trust and Estate meeting. Dr. Esche’s lecture focused on IRA planning for account owners and beneficiaries living abroad.

April 11, 2019

Dr. Caroline Esche moderated a panel at the annual conference of the American Bar Association Section of International Law on the topic “Tax Treaties with Switzerland, France, Germany and the UK: Their Impact on Investments, Retirement and Estate Planning.”

April 13, 2019

Presentation at the German International School of Washington on the topic “Retirement and asset planning for Germans living in the US.”

May 15, 2019

Presentation at the German Embassy: “Steueroptimierte Renten- und Vermögensplanung für Deutsche in den USA.”

May 20, 2019

Presentation at the German Embassy on estate planning in DC, Maryland and Virginia.

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Caroline I. Esche, PhD, JD

Attorney Caroline I. Esche advises on international estate and tax law in Washington DC, Maryland, Virginia and in Germany.

P: +1 202 790-2500

E: ce@transatlanticestatelaw.com

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Recent Posts

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The articles are intended for information purposes only. They should not be construed as legal advice. For a comprehensive evaluation of your individual situation please contact us at (202) 790-2500 or at info@transatlanticestatelaw.com for an Initial Consultation Package.

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